Canadian Family Offices

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An online presence can be a great way to network and build a personal brand. But does it expose you and your family office to fraud—or worse? Thanks to Andrew Kirsch of Kirsch Group for the insights in this article for Canadian Family Offices. #cybersecurity #fraud #socialmedia #phishing #wealth #wealthmanagement #familyoffice #familyoffices #UHNW #CFA #FEA #FEC #TEP #STEP #CMA #CPA #CA #CIM #RFP #IAFP #CMI #CFP #MFA #CanadianFamilyOffices

Get early access to exclusive insights from Canadian Family Offices' recent survey of multi-family offices. If you are already a subscriber to our newsletter, you don't need to do anything—the full report will land in your inbox on Dec. 4. If you're not already a subscriber, click below to sign up and be among the first to receive the report. You'll also join our community of high-net-worth Canadians and their advisors. #wealth #wealthmanagement #PE #privateequity #dealflow #familyoffice #familyoffices #UHNW #CFA #FEA #FEC #TEP #STEP #CMA #CPA #CA #CIM #RFP #IAFP #CMI #CFP #MFA #CanadianFamilyOffices #realestate #investing #cryptocurrency

Investors are keeping agricultural land for agriculture, not for shopping malls or suburban sprawl. Farmland offers attractive returns, they say, and it doesn't behave as an investment like stocks or bonds. #wealth #wealthmanagement #PE #privateequity #dealflow #familyoffice #familyoffices #UHNW #CFA #FEA #FEC #TEP #STEP #CMA #CPA #CA #CIM #RFP #IAFP #CMI #CFP #MFA #CanadianFamilyOffices #farmland #agriculture #property #realestate https://lnkd.in/gpzqSR5W

"Shirtsleeves to shirtsleeves" may be outdated, but advisors still need to work hard to ensure that wealthy families thrive into future generations. We asked four advisors to share their advice to clients. Thanks to Don Steele of Sterling Family Capital, Brad Jesson, CA, CPA, CIM of Northwood Family Office, Jamie Herman, BAS, MTax, CPA, CA of Fruitman Kates LLP and Nancy Marshall of Prime Quadrant for their thoughts. #wealth #wealthmanagement #familyoffice #familyoffices #UHNW #CFA #FEA #FEC #TEP #STEP #CMA #CPA #CA #CIM #RFP #IAFP #CMI #CFP #MFA #CanadianFamilyOffices https://lnkd.in/gQgUTPfC

Outsourced chief investment officers (OCIOs) can be a huge asset to wealthy Canadians. But when selecting an OCIO, families and their advisors need to ask the right questions. We spoke with Craig Harrison of Global Manager Research, Kevin Foley of YTM Capital Asset Management Ltd., Arthur C. Salzer, CFA of Northland Wealth Management, Brennan Carson of Equate Asset Management Inc. and Bruce Friesen of Global Investment Solutions (GIS) for this article in Canadian Family Offices. #OCIO #investing #portfoliomanager #wealth #wealthmanagement #familyoffice #familyoffices #UHNW #CFA #FEA #FEC #TEP #STEP #CMA #CPA #CA #CIM #RFP #IAFP #CMI #CFP #MFA #CanadianFamilyOffices

Would you enjoy early access to exclusive insights from Canadian Family Offices' recent survey of multi-family offices? If you are already a subscriber to our twice-weekly newsletter, you don't need to do anything—the full report will land in your inbox on that day. If you're not already a subscriber, click below to sign up and be among the first to receive the report. You'll also join our community of high-net-worth Canadians and their advisors. #wealth #wealthmanagement #PE #privateequity #dealflow #familyoffice #familyoffices #UHNW #CFA #FEA #FEC #TEP #STEP #CMA #CPA #CA #CIM #RFP #IAFP #CMI #CFP #MFA #CanadianFamilyOffices #realestate #investing #cryptocurrency

What’s driving the exodus from public equities to private markets? Investors should tread carefully as they seek a delicate balance between seeking higher returns and sacrificing liquidity. Thanks to Ash Lawrence of AGF Capital Partners, Paul de Sousa of Sightline Wealth Management, Dan Hallett, CFA, CFP of HighView Financial Group for their inputs. Canadian Family Offices #wealth #wealthmanagement #PE #privateequity #dealflow #familyoffice #familyoffices #UHNW #CFA #privateinvesting #alts #privatemarkets #CMA #CPA #CA #CIM #RFP #IAFP #CMI #CFP #MFA #CanadianFamilyOffices

In an unprecedented philanthropy collaboration, nine families and foundations created a “big bang” moment to amplify the impact of climate giving. They are still recruiting other high-net-worth individuals, families and foundations to the space.  #philanthropy #CFRE #givingback #MFAP #CAP #wealth #wealthmanagement #PE #privateequity #dealflow #familyoffice #familyoffices #UHNW #CFA #FEA #FEC #TEP #STEP #CMA #CPA #CA #CIM #RFP #IAFP #CMI #CFP #MFA #CanadianFamilyOffices

Would you enjoy early access to exclusive insights from Canadian Family Offices' recent survey of multi-family offices? If you are already a subscriber to our twice-weekly newsletter, you don't need to do anything—the full report will land in your inbox on that day. If you're not already a subscriber, click below to sign up and be among the first to receive the report. You'll also join our community of high-net-worth Canadians and their advisors. #wealth #wealthmanagement #PE #privateequity #dealflow #familyoffice #familyoffices #UHNW #CFA #FEA #FEC #TEP #STEP #CMA #CPA #CA #CIM #RFP #IAFP #CMI #CFP #MFA #CanadianFamilyOffices #realestate #investing #cryptocurrency #multifamilyoffices