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FEATURED ARTICLE
‘Layers on layers of fees’: Complexity is driving investment costs
Preserving and sustaining wealth over generations is the goal of a family office, and managing costs is an important part of that. Monitoring and optimizing the fees associated with investing is critical in this stewardship, although that can be a complex undertaking given the mix of asset classes involved.
Transparency is a big concern. Advisors might try to cut corners, but the real goal is clarity and the optimization of fee structures.
AI tools can help, and new types of investments "are changing the dynamic of how these fees work, for the better."
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MEMBER CONTENT
Getting philanthropy right
Canada’s enterprising families have a big opportunity to make a positive impact across generations. Foster Family Office’s Victor Todorovski shares how philanthropy done right can help instill and strengthen family values and drive meaningful change.
In their new book, Squandered, Foster Family Office walks readers through fictionalized real-life stories of families who have built great wealth only to lose it. In all cases, there was a lack of communication and understanding between generations around the expectations and responsibilities that come with significant wealth.
In their own work with ultra-high-net-worth families, Foster Family Office sees philanthropy as an opportunity to create a more cohesive and aligned family view of wealth.
This article is brought to you by Foster Family Office.
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