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Optimizing Your Business

Bill S-211: Updated Guidance Relating to the Application of the Act

12/04/2024
man staning by a window overlooking the city
Navigating Family Dynamics | Wealth Creation Stage

The Post-Liquidity Mental Shift

05/04/2024
Diversification Stage | Optimizing Your Business

How to manage your family enterprise like a successful business | GLOBE AND MAIL X RICHTER

02/04/2024
Diversification Stage | Navigating Family Dynamics

Family Governance: Small Steps to Shared Understandings

A sound governance practice is crucial for high-net-worth families, to ensure every family member has a voice and pressing issues aren’t ‘swept under the rug’ or ignored until they become huge problems that simply can’t be ignored any longer.

22/03/2024
Diversification Stage | Navigating Family Dynamics

What Exactly is, ‘Governance’?

The term ‘Governance’ may be an overused, vague phrase, but what it really means is developing a shared understanding in order to communicate effectively and establish a decision-making process that is understood by all family members.

22/03/2024
Richter News

Alana Geller quoted in Pivot Magazine

CPAs have long provided financial guidance and expert solutions to their clients. But now many are being asked to navigate a tricky landscape of emotions, family issues and personality clashes, which means drawing on—or learning—an entirely new way of solving problems.

22/03/2024
Wealth Creation Stage

Wealth Creation

Discover comprehensive family office solutions with Richter: specialized in wealth creation, estate and tax planning, and family governance for high-net-worth families. Our expert team provides tailored financial planning, wealth management, CFO services, and more to safeguard your legacy and prepare for intergenerational success.

21/03/2024
Richter News

Richter’s Economic Forecast 2024

18/03/2024
Diversification Stage

De-Risking the Mindset, Post-Sale

15/03/2024