Our Insights
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.
Investment Commentary: From Concentration to Complexity
Explore the 2025 market outlook, from shifting global equity leadership and maturing AI themes to inflation, monetary policy, and portfolio diversification. Learn how investors can build more resilient portfolios amid rising macro complexity.
Executing Your Estate Plan: The Last Piece of the Puzzle
Estate planning goes beyond structure. Learn how business families can execute their estate plans through aligned governance, tax strategies and insurance.
Estate Planning: How Wealthy Families Lose Track of Assets
Wealthy families often lose track of assets over time. Learn how better estate planning and asset tracking can prevent missing accounts and property.
Family Offices Turn to Private Equity in 2026
Investors identify new private equity opportunities, especially in health care and technology where innovation continues to drive value.
Canada’s Best Private Boards
Highlighting lessons from Canada’s Best Private Boards: modern governance, courage, and best practices shaping private enterprise leadership.
Labour Challenges in the Food Industry: 2025 Insights
Richter’s 2025 Food Sector Study reveals rising labour shortages, shifting workforce models, and key talent challenges shaping North America’s food industry.
How Financial Literacy Builds a Lasting Family Legacy
Richter partners share how financial literacy empowers every generation to preserve wealth, unity, and purpose for a lasting family legacy.
Safeguarding success: protecting entrepreneurs and their families
Tasso Lagios shares how entrepreneurs can protect their business, wealth, and family legacy through proactive, integrated risk management.