Whether you are approaching retirement or on the receiving end of an inheritance, there are a few simple steps you and your family can take to ensure a smoother transition. This guide will help you navigate "The Great Wealth Transfer"... 10 Dec

Comprehensive Guide to “The Great Wealth Transfer”

There are steps you can take to find out if you have an unclaimed inheritance. Learn how to claim assets that may be rightfully yours... 30 Nov

How to Search for Unclaimed Inheritance: Canada

Sudden Wealth Syndrome is a psychological condition that affects individuals who come into large amounts of money unexpectedly. Whether through an inheritance, lottery win, or investing, the sudden influx of wealth can be overwhelming... 14 Nov

Understanding Sudden Wealth Syndrome: Risks & Safeguards

Preserving your legacy and passing on generational wealth is a cornerstone of financial and estate planning. But it doesn’t always pan out. There is much to learn from ultra-rich families who lose everything after passing on their wealth... 26 Oct

Lost Legacies: Wealth Squandered By the Heirs of the Ultra-Rich

Why Transparency Matters: The Importance Of Open Dialogue | Curated Content | Communication Breakdowns | Estates Gone Wrong 12 Sep

Why Transparency Matters: The Importance Of Open Dialogue

For ultra-high-net-worth families, wealth management is about more than managing money. It’s also about envisioning strategic planning for the future, including planning for assets as they pass from one generation to the next... 05 Sep

Successfully Navigating Legacy Planning: Five Key Factors

Billionaire Family Feuds: The 7 Biggest Disputes 26 Apr

Billionaire Family Feuds: Seven High-Profile Disputes

Canada is on the brink of a historic wealth transfer, with estimates suggesting that up to $1 trillion could change hands over the next decade. With proper planning, the transition of wealth can be a smooth and positive experience. 03 Apr

The Great Wealth Transfer: How Prepared are Canadians?

Inheritance Wars— More Families Fight Over Money | Curated Content | Family Disputes | Probate | Court Battles | Estates Gone Wrong 18 Mar

Family Inheritance Wars “On The Rise” in the UK

Estate Law Reform is urgent and imperative to protect elders from financial abuse: specifically in the areas of power of attorneys, intervivos gifts, and will planning. 23 Oct

Elder Abuse Epidemic: Urgent Need for Estate Law Reform

Looking to transition your business to the next generation? Many entrepreneurs have learned the hard way, simply having adult children or relatives that could potentially run the family business is no guarantee that the transition will go smoothly. 24 Jun

Do Your Kids Really Want to Take Over the Family Business?

Individual family members bring their own perspectives and values to the estate planning process. However, good communication can help head off potential multi-generational conflicts before they happen. 10 May

Generational Estate Planning: Communication is Key!