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Canadian Family Offices

Learning from past bear markets can take teeth out of current downturn

By facing down the bear, you can find clarity and solace, and come out the other side stronger
Canadian Family Offices

What the future holds for family offices in Canada

Funda Dilaver, Senior Vice-President of Family Office Services at CEOS Family Office, writes that in recent years, single-family offices and multi-family offices have gone through a surge in their numbers
Canadian Family Offices

Now is a good time for a portfolio risk audit

While markets and global economic and geopolitical conditions are an obvious focus, don’t forget cyber-risk and ESG, experts suggest
Canadian Family Offices

COP26 summit signaled progress on climate change policy, but more changes are required

At COP26, countries consented to work towards capping global warming at 1.5C and achieving net-zero by 2050
Canadian Family Offices

There’s risk and reward when it comes to alternative investments in turbulent times

CFA Montreal hosted a spirited discussion of four experts representing single-family offices, multi-family offices, endowment, and institutional investors/pension firms on these continually evolving opportunities
Canadian Family Offices

Tough questions to ask prospective money managers for a family office

Part of the due diligence for investors is getting the answers that give them a high degree of comfort with the manager who will be assuming stewardship of their capital
Canadian Family Offices

The human factor: How organizational psychologists can help to preserve and grow family wealth

A chief learning and development office can complement the role of a traditional family office
Canadian Family Offices

UBS 2022 report: Family offices make shifts in strategic asset allocation

Higher inflation, central bank liquidity and rising interest rates are catalysts behind new strategy, with many sacrificing liquidity for returns
Canadian Family Offices

Family office software: ‘Time is right for Canadian families to get onboard now’

Canadians have been slow to adopt, but that’s okay because platforms have recently made big strides