For high-net-worth families in Canada, effective estate planning is the cornerstone of generational wealth. In this guide, we walk through foundational estate planning strategies —tailored for families with significant wealth— and how to use them to build a legacy that lasts. 05 Jun

Legacy-Centered Approach for High-Net-Worth Families in Canada

When it comes to succession, psychological factors such as motivation and relationship dynamics are just as important as understanding the business operations and budget, experts say. 03 Jun

Succession Planning: How to Avoid the Drama

Disputes over intellectual property can escalate into legal battles if not addressed properly, potentially harming both the IP itself and family relationships. 26 May

Family Disputes Over Intellectual Property: Common Causes

Post-mortem estate planning refers to legal and tax strategies that can be implemented after a person’s death, aimed at minimizing total tax obligations, avoiding double or even triple taxation, and ensuring a smooth, effective transfer of wealth to beneficiaries. 21 May

Post-mortem Estate Planning: Legal & Tax Strategies

The Legacy of Bob Ross: Lessons in Succession Planning 16 May

The Legacy of Bob Ross: Lessons in Succession Planning

Passing the torch while preserving your family’s success— Succession planning is a critical process that safeguards the longevity of family-owned businesses. Here are 6 tips to help ensure a seamless transition... 13 May

Passing the Torch: Succession Planning for Your Family Business

70% of wealthy families lose their wealth by the second generation and 90% lose it by the third. This video breaks down why this happens and how long you can actually expect generational wealth to last, if you don't take serious action. 07 May

Why 90% of Family Fortunes Vanish by the Third Generation

Following an apparent suicide, a wealthy patriarch's will and testament surprisingly leaves virtually nothing of his wealth to his third wife and two sons. 30 Apr

I, Jack Wright | British TV Drama | 2025

This cautionary tale serves as a reminder of how important it is to carefully plan, draft, and update your Will with the help of an experienced advisor. Doing so can prevent misunderstandings and disputes, and ensure that your wishes are truly fulfilled. 28 Apr

Will Interpretation: Alberta Court Decision Serves as Cautionary Tale

This documentary explores the extraordinary lives of six women whose inherited billions brought not just luxury, but burdens that money could never alleviate... 18 Apr

Heiresses: The Women of Wealth (Documentary)

When we think of Family Business Succession, we tend to picture a smooth handoff. Yet, the reality is usually fraught with disagreements, financial strain, and even emotional burnout. It takes careful planning, open dialogue, and a willingness to adapt to keep a company running across decades. 05 Apr

The Truth About Family Business Succession: Why Many Fail

Charitable Giving: Legacy is More than What You Leave Behind 04 Apr

Charitable Giving: Legacy is More than What You Leave Behind