News
What are the benefits of having a family office?
One of the most important things a high-net-worth family can do is set up a family office. There are several advantages of having a family office to handle all finance…
Probate – What it is, what it costs, how to reduce fees
One of the things that you and your estate planning advisor will need to prepare for is the probate process and the high legal fees it involves. Probate is the…
Does my family need a fiduciary portfolio manager?
If your family has a high net worth, you need the services of someone with both a complete knowledge of the larger economic situation and your specific assets. It is…
How to invest in a retirement fund and get tax savings
As you prepare for your retirement, you need to consider that the federal and provincial governments will have to take their share of your retirement funds. You can still work…
What is high-net-worth family wealth management?
Protecting the wealth that you have acquired through many years of hard work, and ensuring that you can pass that legacy for your children is a complex task, best handled…
