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Outlook 2026: Family office CEOs find themselves ‘at the intersection of patience and change’

Coming to the close of a tumultuous year and looking ahead at 2026, heads of family offices have strapped in for the ride.

In fact they are expecting a gradual easing of turbulence while their industry grows and responds to the ever-more-complex needs of wealthy families. “Families and their advisors who learn how to combine operational excellence with strategic agility will be the most successful,” says Robbie Pryde of Forthlane Partners. 

We asked three executives what they expect in portfolio management, operational concerns and generational challenges in this look ahead to 2026. 

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MEMBER CONTENT

The power of taking conversation away from money and focusing on values

Granite MFO’s Lindsay Hollinger on her philosophy of connecting families with the deeper value of their wealth

In the multi-family office (MFO) space in Canada, one consistent theme is the importance of aligning family values—and how difficult it can be.

Why is that? For a multitude of reasons. MFOs vary in terms of how they are structured. They are not all created equally, and each MFO handles their clients differently. And an approach that works for one family will likely not work in the same way for the next family in terms of value alignment.

As well, MFOs are dealing with a family history where they don’t necessarily know every single childhood event, trauma or instance of favouritism from parents towards a specific child. As Patricia Saputo pointed out in Canadian Family Offices‘ Women in Family Offices panel, these familial relationships often start in childhood and continue to impact family dynamics into adulthood.

This story is brought to you by PBY Capital. 

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More this week & from our archives

When the family business isn’t ‘enough’ for the next generation

Recalibrating the business to be more appealing to the aspirations of younger family members can pay off

‘I could never separate business from philanthropy’: Justin Poy on role models, entrepreneurship and the value of diversity

The founder of The Justin Poy Agency discusses connecting with his community and why supporting entrepreneurs of colour is good business

‘Very exciting time to be investing’: A deep dive into the promise of Canadian defence tech

HNW investors are looking at the sector with fresh eyes, though ‘the opportunity has yet to fully reveal itself’