Family office advisors need to be well-attuned to the needs of their clients. But when prospective families come to their door, the first thing advisors need to help determine is whether they need a family office at all.

How unified is the family in their vision for the future? Are they all on speaking terms? And don't forget two big factors, time and money. 

Perhaps another option would suit some families better, advisors say.

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As many of you know, there is a dearth of research into the Canadian family office landscape. Today we launch our continuing effort to remedy that: the second annual Canadian Family Offices Multi-Family Office Survey. 

If you are a representative of a multi-family office and want to help develop a deeper understanding of multi-family offices in Canada, we hope you will take a moment to complete the survey. Click here.

Vitruvius estimates that global markets for AI in healthcare and for educational technology are projected to exceed $200 billion and $400 billion, respectively, by 2027.

Looking at the first half of 2025 so far, the word to describe it is ‘volatility.’ One sector that is relatively stable, no matter what might be happening, is medicine. After all, whether the TSX is up or down, if we’re ill, we need healing. This makes healthcare a relatively safe harbour when things go sideways. 

This is a sentiment that Dr. Renzo Cecere knows well. With over 25 years of experience as a heart surgeon at McGill University, Cecere has seen the space evolve. Eighteen months ago he decided to put his experience to use and he co-founded the Vitruvius Innovation Group and Venture Studio, an organization dedicated to transforming the landscape of healthcare innovation.

This story is brought to you by PBY Capital.

Concerned about security—and the perilous state of Canada-U.S. relations—family offices are looking for alternatives to public cloud providers