Our Insights

Professional sports: an emerging investment opportunity for family offices
Discover how family offices are investing in professional sports through diversified strategies, private markets, and long-term alternative investments.

As tech reasserts its dominance, meet Canada’s top 10 technology moguls
Discover how technology entrepreneurs can preserve long-term wealth through diversification, governance, and strategic investment planning.

Hallucinations can turn the promise of AI into a bad trip. Here’s how to separate slop from reality
Learn how family offices can manage AI hallucinations through human oversight, governance, and disciplined investment decision-making.

Cybersecurity: Strengthening the “human firewall” to better protect family wealth
Learn how family offices can strengthen cybersecurity through awareness, governance, and digital risk protection to safeguard family wealth and privacy.

Tax Mistakes That Can Destroy Real Estate Investment Returns
Learn how wealthy families approach real estate investing and avoid common mistakes that can impact long-term returns.

Next-gen investing: ‘Our generation is really starting to rethink how family offices work’
Discover how next-generation investors are reshaping family offices through thematic investing, innovation, and greater participation in wealth decisions. Learn how education and long-term thinking support multigenerational wealth creation.

Press Release | Richter Strengthens National Footprint with Calgary Expansion

Recent Sales Tax Changes in Ontario and British Columbia: HST Relief and PST Expansion

Training at the family office: Who’s doing what
Discover how family offices invest in training, mentorship, and leadership development to better support entrepreneurial families.