Archive for the ‘Succession Planning’ Category

The High Net Wealth Segment

Monday, September 26th, 2011

In this Blog I will share some statistics about the High Net Wealth ("HNW") segment and global trends as they relate to Estate planning and administration. For the purposes of this article a "HNWI" is a High Net Wealth Individual having investible assets of $1 million or more, excluding principal residence ...

Protecting Your Business Legacy

Wednesday, August 31st, 2011

There were two interesting articles recently in Canadian Capital magazine regarding business succession planning: “Third Generation Jinx” and “5 Tips to Protect your Legacy”. The Third Generation Jinx article states that if you take 100 new Canadian businesses irrespective of what part of the country the business is located, what sector ...