Our Insights

The pros and cons of doling out inheritance with a warm hand
Explore the pros and cons of giving inheritance early in Canada, including tax strategies, family dynamics and long-term wealth transfer planning.

2026-2027 Quebec Budget Highlights

Press release | Richter Marks 100 Years as Canada’s Only Business Family Office
M&A Lookback on the North American Food Sector 2025
Explore 2025 M&A activity in the North American food sector, including deal volume, valuation trends, buyer caution and year-end recovery.
Richter Acted as Exclusive Seller Advisor to PatientServ
Richter acted as exclusive seller advisor to PatientSERV, in joining WELLSTAR Technologies.
Richter’s Canada Economic Forecast 2026: Navigating Trade Uncertainty, Rates, and Housing
Richter’s Canada Economic Forecast 2026 explores trade uncertainty, interest rates, housing pressures, AI investment and recession risk shaping Canada’s outlook.

If Governance Is So Important, Why Can’t Two-thirds of Family Offices Be Bothered?
62% of family offices lack formal governance structures. Learn why governance clarity is essential to protect wealth, leadership transitions, and legacy.

Crafting Your Legacy: Strategic Giving Through Estate Planning
Estate planning and charitable giving strategies can create lasting impact while offering meaningful tax advantages. Learn how bequests, life insurance, and donated securities can align philanthropy with family legacy planning.
When should succession planning begin? Now.
Succession planning is not a future event, it is a present responsibility. Learn why early succession planning is critical for family enterprises to align ownership, governance, leadership readiness, and family dynamics for long-term continuity.