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No images? Click here Video: Stenner Wealth Partners’ Thane Stenner and CFO managing editor Joe Chidley discuss moving up the wealth curveCanadian Family Offices‘ managing editor Joe Chidley sits down with Thane Stenner, founder of Stenner Wealth Partners+ at CG Wealth Management, to discuss the complexities families experience as they move up the wealth curve. In his conversation with Chidley, Stenner shares: • Why the “wealth curve” is really about the growing complexity that comes with significant capital. • How entrepreneurs must shift from growing wealth inside a business to managing liquid wealth after a major exit. • Why ultra-high-net-worth families often need to rely on a broader team of professional advisors. Where you'll find us
Feel free to send us feedback at info@CanadianFamilyOffices.com MEMBER CONTENTThe Iran conflict’s silver lining for global ex-US Stocks‘Negative sentiment creates an opportunity only if reality is likely to prove better than feared. We think it is. Regional conflicts, even those involving major oil-producing areas, don’t typically derail bull markets.’ Markets don’t move on what happens alone—they move most on the gap between what happens and what investors expected. When reality beats depressed expectations, prices tend to rise to close that gap. Our research suggests the Iran conflict created exactly that dynamic for non-US developed markets. While the Iran war reset sentiment lower everywhere, it hit professional expectations for Europe and Asia particularly hard—harder than reality warrants. We think this makes the case for non-US leadership even more compelling than at 2026’s outset. This article is brought to you by Fisher Investments Institutional Group. MORE TOP STORIESThis summer: a special report on wealth in CanadaThe makeup of wealth in Canada is changing. Our new special report, which will run throughout July and August, investigates the realities, the challenges and the opportunities for families and family offices, from lifestyle and travel to the impact of wealth inequality. Making ownership work: Lifestyle assets and the family officeLifestyle assets like luxury homes and collector cars bring special tax and legal considerations for family offices. RECENT ARTICLESFrom shirtsleeves to … retirement from Canadian Family OfficesOur longtime colleague Dave Michaels looks back on the launch of Canadian Family Offices, and he has some people to thank. With valuations rising and PE joining in, investment in pro sports grows at the family officeFor UHNW families, an investment in pro sports is an opportunity to own a piece of a diversifying, growing sector—and connect with community. Summer books: Seven advisors share what they’ll be reading at the cottageReflecting our turbulent times, their picks tackle lessons learned from finance as well as human history. 7 ways affluent families can raise grounded children in a world of abundanceHow to balance 'extraordinary opportunity with the equally important task of developing independence.' Video: ‘Beyond the Family Business’ with Jen McCain, president of Irie Capital Corporation‘Defining yourself and your individual identity outside of the system is a really important piece of being part of a large family business.' |