In the news | Canadian Family Offices | Mindy Mayman | Investing for the long haul, or tomorrow?
Published on 23/12/2021
Our Partner, Mindy Mayman, shared her thoughts on generational gaps in families’ investment strategies in an interview with Canadian Family Offices. Tensions can rise when different generations in a family have conflicting investment ideas. That’s why Mindy said it’s better to start involving the next generation in conversations regarding the family assets and investment plans: “You want them to all have a base level of knowledge and language, so that they all can feel that they are participating in the conversation together.” Mindy also explains the benefits of setting up a governance body, as it can help clarify the decision-making process, and improve communication overall.