Practice

De Goey: Don’t be a SCREWUP

It seems all stakeholders want to go on record in favour of the principle of disclosure. Of course, many of those same interests will often obstruct meaningful progress on the grounds that the disclosure reforms being suggested are too cumbersome. Full, true and plain disclosure is hard to agree on in tangible terms, it seems. […]

By John J. De Goey |February 10, 2010

3 min read

Succeeding your business

It’s rare for advisors to have a written succession plan, which is strange because advisors who work with business owners generally take a hand with helping those clients put their plans in place. I have a few theories about why it seems harder for advisors to develop their own succession plans. First, the idea of […]

By Sandra Foster |February 1, 2010

6 min read

Evolution of the family office

Technology, complexity and personalization are three common themes of modern life. With the advent of the multi-family office and virtual-family office, wealthy families can benefit from these trends. The multi-family office (MFO) or virtual-family office (VFO) offers personalized asset management that mitigates against complexity and uses the latest technologies—without incurring the expense of a traditional […]

By Mariellen Ward |February 1, 2010

8 min read

Building your business

Building a business is a bit like working a jigsaw puzzle. Before you spread out all the pieces, you need to look at the big picture on the box. Then you separate the edge pieces – build the structure first – and categorize all the other pieces by shape, size and colour. After considerable trial […]

By Kanupriya Vashisht |February 1, 2010

12 min read