Blog

As a cottage owner, open dialogue with the next generation is critical for avoiding potential conflict for those you leave behind. Cherished tradition is deeply steeped in every aspect of our family cottage, largely because my children are the fifth generation...

New Canadian legacy defined by family, friends and social impact For many high-net-worth individuals (HNWIs) in Canada, legacy no longer means having a hospital wing or performing arts building named after them. Indeed, today, the meaning of legacy is...

The way high-net-worth Millennials are sharing their wealth is changing the dynamics of philanthropy in the U.S. There are over 80 million Millennials living in the U.S. and as they move to inherit wealth from their parents and grandparents, they will...

As women and the next generation rise in financial power they will fundamentally change the meaning of legacy. Introduction The rising economic clout of women is perhaps one of the most significant economic shifts of recent decades. Not only are women...

Estate Planning Strategy and Checklist This month we thought we would address a couple of subjects that are often overlooked, but are of tremendous importance to your family’s future and / or your chosen bequests. Carefully thought-out Estate Planning...