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GivingTuesday is not just about giving money, it is also about designing a Giving Portfolio that balances out the assets under management with the social good you want to achieve.

Parenting is hard work. Financial parenting requires skills and tools to create financially literate kids.

On October 24th we hosted a gathering of family foundations from across Western Canada diving […]

This year Canadian Thanksgiving and the Jewish High Holy Days are back-to-back;  Rosh Hashanah, the […]

This #AskMeAnything (AMA) focuses on the most commonly asked questions posed by family business leaders […]

Legacy plan marketing and advisory services tends to focus on heterosexual, married couples, where the wealth is created by one spouse or inherited. So what does legacy mean for those who do not fit that description? This article explores what a legacy looks like when you don’t have children and you created your own wealth.

The most generous distribution of funds is at Christmas time, but philanthropy is more than just the outflow of capital resources. While it is definitely seen as a financial transaction in response to an emotional experience, when we work with our clients, we take a deeper approach to charitable giving. At your philanthropic disposal are four resources – Time, Talent, Treasures and Ties. Throughout the year, you might have more less of these resources at your disposal. Of all of them, only your treasures are renewable, you can’t get time back… so it is important to determine where, when, and how to leverage or invest the other types of capital.

Tapping into special days like Earth Day to plan for transformative giving and legacy planning.