Planning for a family business's future is challenging. Keeping the company within the family and ensuring its success requires careful decision-making. Discover practical strategies for effective family business succession planning to ensure a smooth transition and lasting success. 10 Jul

A Guide to Family Business Succession Planning

This full length in-depth documentary explores how some of history's wealthiest families were torn apart when their own children turned against the empires their ancestors built. 09 Jul

Wealthy Families Betrayed By Their Own Children: Documentary

Estate Planning and Succession Planning— What exactly are the differences between the two? And which one do you need to plan for a secure future for your loved ones? 04 Jul

Estate Planning vs. Succession Planning

Glastonbury Founder Could Avoid £80m in Inheritance Tax 30 Jun

Glastonbury Founder Could Avoid £80m in Inheritance Tax

While both succession planning and estate planning involve planning for the future, they are distinct processes with different objectives. Succession planning is about the future of the business, while estate planning is about the future of the individual and their assets. 23 Jun

Preparing for the Future: Succession vs Estate Planning

Trusts are versatile planning vehicles that can help Canadians protect what they’ve built, plan for the future and support the people and causes they care about – regardless of their net worth. 23 Jun

Wealth Preservation: The Role of Trusts in Estate Planning

How will your stored reproductive material be dealt with after your death? Will the material be disposed of, or does the material form part of your estate to be passed on to a selected beneficiary? 16 Jun

Reproductive Material in Estate Planning: Canada

Over two-thirds of small business owners plan to retire in the next two years. Without a solid succession plan in place, many of these small businesses, which have been integral to their communities for decades, will vanish. 12 Jun

Small Business Succession Planning: 2025 Statistics

The longstanding feud among the heirs of Sol Goldman’s vast New York real estate fortune has reignited. This is the latest chapter in a family conflict that dates back to the 1980s...  12 Jun

NYC Real Estate Dynasty Heirs Intensify Feud Over Property Empire

Successful family business succession requires balancing emotional and rational considerations, family harmony and business performance, tradition and innovation. It demands honest self-assessment, difficult conversations, and sometimes painful decisions. 06 Jun

Mastering Family Business Succession Planning

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