Our Family Office Inc.

Our Co-Founder and CEO, Tim Cestnick's latest The Globe and Mail piece, "Overtaxing the rich can lead to problems." https://bit.ly/4bKramg #taxmatters #finances #theglobandmail #ourfamilyoffice

What is considered the greatest transfer of wealth in history is happening today—one family at a time, from one generation to the next. https://ow.ly/WKWb50Sqttn #generationalwealth #family #estateplanning #ourfamilyoffice

Our Family Office Inc. is proud to announce the launch of the Our Family Office Podcast. Throughout the inaugural season, host and Client Advisor Adam Fisch, JD, CFA speaks to various experts from across our firm, offering insights into the areas of focus for an integrated family office, and the ways that a Shared Family Office™ can help Canada’s wealthiest families. In the pilot episode, Adam and Our Family Office Co-Founder and CEO Tim Cestnick discuss the biggest question that needs to be asked: What is a Family Office? They describe the benefits of integrating services around an affluent family’s wealth, the ways in which a good family office should be able to work with outside professionals, and questions to ask when considering a multi-family office. In Episode 1, Adam speaks to Our Family Office Co-Founder and CIO Neil Nisker about investing for ultra-high net worth families in an episode titled Getting Rich vs. Staying Rich. Neil and Adam discuss the philosophical difference between “getting rich” and “staying rich”, the ways in which the ultra-wealthy should be thinking about risk when making investments, and the importance of due diligence in finding superior investment managers. The first two episodes are live, and new episodes will be released over the summer. You can find it wherever you get your podcasts. Thanks for listening! Web: https://lnkd.in/gsgHF-Gm Spotify: https://lnkd.in/gkA-2CdS Apple: https://lnkd.in/gztC3R98 A teaser of the first episode below:

As the next generation got involved, it was a matter of give and take for family members to respect each other’s passions and expand the foundation's focus. https://ow.ly/ciBt50Squs1 #UHNI #giving #legacy #ourfamilyoffice

That kind of unrestricted giving is uncommon in the traditionally bureaucratic realm of philanthropy. But it’s not unheard of, & that’s largely thanks to the way women generally, & Scott in particular, have taken a radical, trust-based approach to giving. https://ow.ly/oclU50Sg7C6

Our Co-Founder and CEO, Tim Cestnick's latest The Globe and Mail piece, "Clever planning can make a cottage transfer tax-smart." https://bit.ly/4cssPye #taxmatters #finances #theglobeandmail #ourfamilyoffice

Ottawa’s changes to the capital gains tax appear to have gotten under the skin of Canada’s wealthiest wage group, an ongoing poll that tracks the financial outlook of Canadians suggests. https://ow.ly/SU7Q50Sg7Yq #UHNI #wealth #taxation #ourfamilyoffice

Sustainable investing can be a way to bring family members across generations together for a common purpose. https://ow.ly/Zt7R50Sg8oP #wealthlegacy #family #generationalwealth #ourfamilyoffice

Our Co-Founder and CEO, Tim Cestnick's latest The Globe and Mail piece, "Splitting income with your spouse can save big tax dollars if done properly." https://bit.ly/4ciZne1 #taxmatters #finances #theglobeandmail #ourfamilyoffice

Our Co-Founder and CEO, Tim Cestnick's latest The Globe and Mail piece, "Getting married? Make sure you understand the tax and financial implications." https://bit.ly/3xkYfHD #taxmatters #finances #theglobeandmail #ourfamilyoffice