Thierry Brunel is the Chief Investment Strategist at Matter Family Office, advising families and institutions on long-term wealth strategy. Among the ultra-wealthy, wealth transfer is no longer an ...

With the great wealth transfer well underway, major changes are looming on the horizon in the family office landscape. These institutions — created to manage and preserve wealth across generations — ...

TORONTO--(BUSINESS WIRE)--JR Wealth Management, a leading provider of bespoke wealth management solutions, today announced the launch of its comprehensive Family Office service, Wealth Preserver, ...

Leading across multiple generations in a global organization isn’t just about navigating stereotypes. In leadership positions, you have to be thoughtful of tenure, mindset, legacy, motivation, and how ...

For Strategic Planning Associates and its team, financial planning has always been about more than numbers. It’s about real people and their families. In the end, it’s about legacy. And it’s personal.