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

The multibillion-dollar fortune belonging to the reclusive Hermès heir has seemingly vanished months after he promised to donate a large chunk of his colossal inheritance to his gardener. 01 Aug

Hermès Heir’s $13B Fortune Has ‘Seemingly Vanished’

Robbie Robertson’s Children Accuse Widow of "Financial Elder Abuse" | Family Disputes | Celebrity Estates | Estates Gone Wrong 12 Jun

Robbie Robertson’s Children Accuse Widow of “Financial Elder Abuse”

Life Insurance can be used as an extremely useful estate-planning tool that can go far beyond keeping your family financially secure. It can help maximize your estate’s value and ensure that your will is distributed fairly, all while funding your estate’s tax liabilities. 15 May

Estate Preservation Strategies: The Tax Benefits of Life Insurance

Even Canadians who don’t consider themselves snowbirds may own property south of the border or have other U.S. based assets that could impact their planning. 02 Jan

Snowbirds: Is Your Cross-border Property in Your Estate Plan?

Biggest Risk to the Continuity of Family Wealth: Breakdown of Communication and Trust | Curated Content | Estates Gone Wrong 28 Nov

Breakdown of Communication: The Biggest Risk to Family Wealth

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!

Yes, the statistics may be grim. But just because most wealthy families see their fortunes evaporate within a couple of generations does not mean yours will. Here are some strategies to avoid it... 17 Jun

Most Kids from Wealthy Families Squander their Inheritance