Despite market volatility and concerns over trade and strained consumer demand, the economy has shown itself to be resilient and our 2018 investment themes remain intact.
Taking steps to ensure your board is well-designed, well-informed and properly engaged will reap significant benefits for your company's shareholders and management team.
Many business owners want to avoid discussing their exit plan. As advisors, we can help them overcome this and start thinking about the transition as an integral part of their business strategy.
By incorporating diversity into their overall investment strategy, investors will have a new avenue to pursue market returns, as well as reinforce their commitment to a social cause.
When considering the future sale of a business, there are many steps to consider. You've worked hard to get your business where it is today — you owe it to yourself to approach its sale deliberately.
Understanding the differences between market and business value and how they impact active and passive solutions highlights some of the unintended consequences that can arise from a passive-only approach to investing.
Many people are not adequately protecting their assets during their lifetimes, let alone planning for their effective administration, protection or ultimate transfer after death or incapacity.
Canadian Prime Minister Justin Trudeau "pulled his punches" in his 2017 federal budget in response to Trump presidency, observers suggest — foregoing tax reform in favor of a wait-and-see approach.
Planning ahead for a future business transition and assembling a team of seasoned professionals will help ensure a smooth, successful transfer.
Life isn't static — your wealth plan shouldn't be, either. We provide our clients with a thorough assessment of their plans to identify gaps or oversights that could have an impact on their wealth.
We've identified five common dynamics that cause family disagreements and disputes. Understanding them is key to mitigating the problems that can develop into a full-blown family breakdown.
With your goals and risk tolerance as guides, you can identify the right combination of asset classes to create a portfolio that fits your objectives.
Though long/short hedge funds have underperformed in recent years, many indicators seem to point toward a new market phase in which they would be well positioned to deliver value in a portfolio.
Applying environmental, social and governance constraints to your planned giving portfolio can help ensure that your investments are properly aligned with your mission and beliefs.
There are no hard-and-fast rules on what to do with the wealth from a business sale — it's more of an art than a science. But careful planning is key to ensuring a successful transition.
Investors who adopt social finance strategies don't have to sacrifice returns in order to feel good about the makeup of their portfolios or to effect meaningful societal change.
Some of the most common investor fears in this current bull market cycle are unfounded, and based on misconceptions that may cause them to miss out on an opportunity.
Conflicting information about the viability of China's economy has become commonplace. However, we believe that underneath the dissonance of the daily headlines, a rational story is unfolding.
Finding purpose after a sale is never easy, but with time and a little work, each individual can wake up every day to a fulfilling life.
Selling your business is a complex undertaking, and designing a sale process is just one of the many steps in a larger planning discussion that will help you and your advisors obtain the best outcome for your business and your family.
A family office is more than a cost-effective solution to managing great wealth. When done properly, it provides customized services and support that fosters a shared experience of wealth stewardship.
Three major forces have come together to fundamentally shift the nature of estate planning. Make sure your estate plan isn't outdated or lacking the flexibility to navigate these changes.
We'll show you how establishing a strategic, flexible and functional approach to philanthropy can help ensure long-term family unity and legacy preservation.
Fill in the quick contact form and we’ll connect you with the right person to discuss your needs.