With proper planning and guidance, estate matters don’t have to be stressful. This post will walk you through everything you need to create a solid estate plan in Ontario. 02 Apr

Estate Planning Ontario: A Simple Guide to Getting It Right

The infamous “shirtsleeves curse” is one that has occupied the mind of many a wealthy patriarch on a sleepless night. Affecting 90% of the wealthy, even America’s richest family couldn’t escape its clutches. 25 Mar

The Infamous “Shirtsleeves Curse”: a Case Study

Most individuals consider purely domestic estate matters to be complex and challenging.  Add another country into the equation and the legal complexity quickly multiplies. 19 Mar

Navigating Cross-Border & Multijurisdictional Estate Matters

Family businesses are the backbone of many economies, providing financial stability and long-term wealth for generations. Estate planning ensures a smooth transition of ownership while protecting the business and the family’s financial legacy. 07 Feb

The Role of Estate Planning in Protecting Family Businesses

Life-altering events may be unexpected, but that doesn’t mean you can’t plan for them. While no succession plan is foolproof, you can stay on track if you craft your succession plans with the 5 Ds in mind... 28 Jan

Life is Unpredictable: The “5 Ds” of Succession Planning

This article will discuss three of the main types of IP rights in Canada and explore why having a will is essential for dealing with IP after death and for safeguarding IP assets for future generations. 28 Jan

Estate Planning For Intellectual Property Protection

Securing Your Life's Work Beyond Succession | Estate planning is vital to preserving hard-earned success and safeguarding both business and personal legacies for future generations. 21 Jan

Securing Your Life’s Work: Legacy Planning for Business Owners

Ontario Farmer Shares 'Unconventional Approach' to Succession Planning 02 Jan

Farmer Shares ‘Unconventional Approach’ to Succession Planning

Welcome to "Let’s Talk Family Enterprise", a podcast that explores the ideas, concepts, and models that best serve Family Enterprise Advisors in supporting their clients. 19 Dec

Family Enterprise Canada Podcast: “Don’t Leave a Mess!”

Inside Billionaire Rupert Murdoch’s Family Trust Battle 13 Dec

Inside Billionaire Rupert Murdoch’s Family Trust Battle

The Agnellis, Italy's ‘royal family’ of industry, has played a pivotal role in shaping global business and culture but a bitter feud is driving the Fiat family apart 04 Dec

The Agnelli Dynasty: Bitter 20-Year Inheritance Feud

Most succession plans have been largely framed on giving the assets to the farming children while using life insurance and/or estate-based gifts for non-farmers, but succession planning has evolved into much more now says a farm business and succession advisor. 18 Nov

Fair versus Equal: Succession Planning & The Family Farm