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This is a reproduction of the article published on Monday, January 27, 2025 on STEP.org We spoke with Patricia Saputo TEP from Crysalia, winners of Family Business Advisory Practice of the Year at the19th Annual STEP Private Client Awards. What…
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This is a reproduction of the article by Margaret Steen published on January 6, 2025 in TheFamily Office Professional – https://thefopro.com/patricia-saputo-investing-in-the-family-as-an-asset/. Patricia Saputo, a third-generation member of the family that founded Canadian company Saputo Inc., has been working with her…
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Family meetings can be facilitated in the family dining room, the office boardroom, hotel conference rooms and even private castles in Scotland. Choice of facilitator and setting can keep get-togethers from devolving into the same old, same old Diane Jermyn…
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A chief learning and development office can complement the role of a traditional family office. Peter Kenter • Canadian Family Offices Important roles for a family office: lawyers, accountants, investment advisors, portfolio managers… organizational psychologists? Increasingly, enterprising families are appreciating the benefit…
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We asked leaders to point out pitfalls that can harm the client relationship. Depending too much on specific individuals, either within the family or the family office, is one thing that can cause disruption if that individual dies or retires. …
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Easy-to-measure factors don’t cut it. It’s the intangibles that spell success or failure. Family offices aim to simplify things for families so they can navigate tough emotional and financial conversations. Kathy Kerr • Canadian Family Offices Defining success for a firm as…
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It’s counterintuitive, but high-net-worth beneficiaries can feel unprepared to handle a rush of wealth. Having conversations with recipients sooner rather than later can help you decide when it’s most appropriate to pass on a legacy. David Israelson • Canadian Family…
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Meetings also promote unity and keep family members from ‘heading off in all kinds of different directions’ Cindy McGlynn • Canadian Family Offices Benevolent dictatorship models of family governance are popular, often by default. But by the time a family business involves…
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More interest but uneven uptake of environmental and socially responsible investing among ultra-high-net-worth investors.
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