Richard Leon cited in Canadian Family Offices

Richard Leon, Partner and portfolio manager at Richter, recently shared his insights with Canadian Family Offices in an article discussing the challenges faced by the family-office sector in 2024 and how it is preparing for further political and fiscal changes in 2025.

Richard also comments on the growing demand for integrated family-office services “Clients are seeing who can give them an integrated family-office service,” Leon explains. “They don’t want to go to four or five places to satisfy all their family-office needs. Succession, issues with wealth planning, education of the next generation—all of those things are made more simple with an integrated office.”

Read the full article on the Canadian Family Offices website