Our Insights

Optimizing Portfolios and Reimagining Risk

Investing and managing a portfolio is like riding a wave with high highs and low lows. Depending on where you, …

Philanthropy in Times of Crisis: Should I Stay or Should I Go?

Looking at philanthropic trends in a time of crisis when so many are in need may seem a tad robotic, …

The Summit Series: Fairness in Estate Distribution

Investing During a Crisis – Offence or Defence?

Preventing conflict II: Building bridges, balancing finance and family

Families are complicated. We spend our whole lives navigating close personal relationships yet improving them is often beyond difficult. Add …

Preventing Conflict I: Preserve and Grow Wealth

Every family - no matter their circumstance - experiences their share of turmoil. While family conflicts rarely reach crisis levels, certain …

Family forums: Building better family relationships through better communication and decision-making

Sometimes, a family needs someone to help navigate a situation that would otherwise be too fraught with emotion to untangle. They …

Succession planning: How can millennials prepare for the family business?

The family business is a source of pride. It’s a legacy; it’s ...