The Dynamics of Family Office Investing

In today’s evolving investment landscape, ultra-high-net-worth families face a critical choice: preserve wealth through steady, pension-style strategies or pursue high-growth opportunities in emerging sectors like artificial intelligence. In this insightful Canadian Family Offices article, leading advisors, including Athas Kouvaras, Portfolio Manager at Richter, share perspectives on how generational differences in risk appetite can either strengthen or strain family unity.

From defining governance frameworks to engaging the next generation early, the piece highlights how families can balance growth ambitions with long-term preservation. Establishing shared values and inclusive decision-making is essential to sustaining wealth across generations.

Read the full article on the Canadian Family Offices website.