Our Insights
Disruption in the Portfolio
Discover how UHNW families use a disruption bucket strategy to access AI, energy transition and innovation while enhancing diversification and long-term growth.
One-way UHNW families are improving the odds for new members: in-family education
Discover how UHNW families use education, governance and shared values to prepare the next generation and preserve long-term family wealth.
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.