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Canadian Family Offices
Media Production
Toronto, Ontario 10,757 followers
CanadianFamilyOffices.com offers an in-depth, unbiased look at family offices and UHNW wealth management in Canada.
About us
CanadianFamilyOffices.com empowers readers to navigate our financially complex world by offering news, education and sophisticated insights from experts, in partnership with the Financial Post. #familyoffice
- Website
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http://www.canadianfamilyoffices.com/
External link for Canadian Family Offices
- Industry
- Media Production
- Company size
- 11-50 employees
- Headquarters
- Toronto, Ontario
- Type
- Public Company
Locations
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Primary
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Toronto, Ontario M4W 3L4, CA
Employees at Canadian Family Offices
Updates
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Are you the executive at a multi-family office? We have launched our first survey of multi-family offices in Canada, and we hope you'll assist us by taking the survey. It should take just five minutes. Our goal is to obtain a clearer look at the sector and produce more informative articles and reflect the state of this growing part of the wealth management industry. If you are a stakeholder at an MFO, we hope you'll complete our 5-minute survey. Thank you!
Multi-family office survey
surveymonkey.com
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Insurance is such a versatile tool in the UHNW world. Here are four scenarios where it helped wealthy clients reduce tax, control the estate planning process for the family business, serve as collateral and even play a role in the investing process. Thanks to Michael Godsoe of Langhaus Financial, Eric Benchetrit of Sage Advisory Corp., and Trevor Shaw and Dustin Schneider of Unity Insurance. Canadian Family Offices #wealth #familyoffice #insurance #lifeinsurance #wholelifeinsurance #wealthmanagement #estateplanning #STEP #TEP #FEA #FEC #FELI #CMA #CFA #CIM #MFA #RFP
Four times when insurance saved the day for wealthy clients in a bind
canadianfamilyoffices.com
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The Canadian Family Offices newsletter comes out on Sundays and Wednesdays. If you are interested in stories about Canadian enterprising families, family offices and the professionals who work with them, but like your content aggregated, you can sign up for our free newsletter. https://lnkd.in/gSUDe83Y Content ranges from experts offering family business advice, to founders, asset managers and financial experts talking about the secrets to their success, to generous families describing their path to philanthropy, as well as estate planning and succession stories. #wealthmanagement #CanadianFamilyOffices #familyoffices #philanthropy #CPA #CFA #CIM #FEA #TEP #RFP #IAFP #CA #CIMA #familyoffice #wealth #FEC #FELI #CFP #CMT
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These guideposts can help you advise next-generation members of wealthy families on navigating the family business and helping their families persevere. #wealth #familybusiness #nextgen #succession #familyoffice #familyoffices #wealthmanagement Canadian Family Offices #UHNW #CFA #CMA #CPA #CA #CIM #RFP #IAFP #CMI #CFP #MFA #CanadianFamilyOffices
Do’s and don’ts in aiding the next generation of enterprising families
canadianfamilyoffices.com
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Something to note: More next-generation family members, women and new Canadians are making their mark on large-scale philanthropy. Canadian Family Offices #philanthropy #givingback #donation #charity #wealth #wealthmanagement #familyoffice #familyoffices #UHNW #CFA #CMA #CPA #CA #CIM #RFP #IAFP #CMI #CFP #MFA #CanadianFamilyOffices
Who’s who: Big-ticket donations from Canada’s wealthiest people
canadianfamilyoffices.com
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There are only about 50 skilled "personal CFOs" in family offices and other UNHW spaces in Canada, one expert estimates. #wealth #wealthmanagement #PE #privateequity #dealflow #familyoffice #familyoffices #UHNW #CFA #CMA #CPA #CA #CIM #RFP #IAFP #CMI #CFP #MFA #CanadianFamilyOffices #FEA #FEC #FELI
Prized ‘quarterback’ role tough to fill at wealth advisory firms
canadianfamilyoffices.com
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Pay packages for top executives run $250,000 and up, reaching as high as $750,000 to $850,000, but variations abound. #familyoffice #familyoffices #wealth #compensation #wealthmanagement #investing #familybusiness #CFA #CMA #CPA #CA #CIM #RFP #IAFP #CMI #CFP #MFA #jobs #HR #financial #CanadianFamilyOffices #MFin
Compensation at family offices: What to expect
canadianfamilyoffices.com
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Taking on the CEO job at Peerage Capital, the Toronto-based family office of Miles Nadal, founder of MDC Partners Inc., was not the initial plan for Trevor Maunder. Maunder, president and CEO at the business services and private investment firm since 2018, talked to Daina Lawrence for Canadian Family Offices about his career trajectory and some of the quirks of working at a family office. He also discussed the firm’s strategies, acquisitions and philosophies that have resulted in both corporate and personal growth. #singlefamilyoffice #Toronto #privateequity #realestate #storage #assetmanagement #wealthmanagement #CanadianFamilyOffices #familyoffices #FEA #CIM #CAIA #CFA #CA #CPA #CMA
Trevor Maunder at Nadal’s Peerage: ‘Just find good businesses’
canadianfamilyoffices.com
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Divers found two bodies today inside tech tycoon Mike Lynch's superyacht, which sank in a violent storm off Sicily. It's a reminder to keep tabs on your CEO. #wealth #wealthmanagement #familyoffice #alts #entrepreneur #tech #alternativeinvestment #realestate #UHNW #CFA #CMA #CPA #CA #CIM #RFP #IAFP #CMI #CFP #MFA #CanadianFamilyOffices
Why wealthy people can engage in risky behaviour
canadianfamilyoffices.com