Training at the family office: Who’s doing what

In today’s increasingly complex family office environment, continuous learning has become essential to delivering sophisticated, multi-disciplinary advice. A recent Canadian Family Offices article explores how leading family offices across Canada are investing in training, leadership development, and knowledge sharing to better support entrepreneurial families and prepare for the future of wealth advisory.

In the article, Mindy Mayman, Partner, Chief Compliance Officer and Portfolio Manager, explains that Richter’s approach is built around a collaborative “team model of learning,” where professionals develop deep expertise in one area while maintaining broad knowledge across others. Through a combination of formal and informal training, including Richter University, mentorship, leadership development, and peer-led sessions, the firm fosters a culture of continuous growth that reflects the evolving needs of clients. Mindy also notes that Richter is placing increased focus on technology, leadership, and communication skills alongside technical expertise.

Marie-Pierre Lépine, COO, highlights the importance of collaboration and career development within the firm’s evolving training strategy. She explains that Richter has enhanced its onboarding process by connecting employees across different practice groups, reinforcing one of the firm’s key differentiators: its integrated approach to serving clients. Marie-Pierre also emphasizes the firm’s strong commitment to mentorship and leadership development, ensuring team members can grow professionally while remaining aligned with Richter’s values and long-term vision.

Read the full article on the Canadian Family Offices website.