Our Insights
Disruption Investing for UHNW Families: Why Due Diligence and CIO Credibility Matter
Learn how UHNW families can approach disruption investing through due diligence, manager selection, CIO oversight, and disciplined governance.
From Wealth Creation to Long-Term Wealth Preservation
Learn how wealthy families can protect long-term wealth through diversification, disciplined portfolio management, and thoughtful planning across generations.
Talking About Wealth: Preparing the Next Generation for What Comes Next
Learn how wealthy families can prepare the next generation through early conversations, wealth education, governance, and responsible stewardship.
RFO Capital CIO Quarterly Letter – Q2 2026
Inside Insolvency Transactions: Understanding Distressed M&A in Canada
Learn how distressed M&A works in Canada, from insolvency proceedings and business sales to restructuring strategies and court-approved transactions.
Richter acted as exclusive seller advisor to T.A.C.
Keeping the cash flowing: How family offices can avoid a liquidity crunch
Learn how family offices use liquidity planning to balance cash flow, private market investments, and long-term wealth preservation.
Capital Strategy in a Changing Real Estate Market
Learn how private real estate businesses can develop a capital strategy, attract the right investors, and support long-term growth.
Family Office 101: How Wealthy Families Build and Preserve Long-Term Wealth
Learn how family offices help wealthy families preserve wealth through integrated investment management, governance, and long-term planning.