On July 4, 2025, President Donald Trump signed into law the “One Big Beautiful Bill Act” (H.R.1), While over 900 pages, the following summary address…

In this episode, We're recording this on Monday, July 14th, and I'm excited to be joined today by Pratik Patel, U.S. Head of Planning for BMO Wealth…

Key considerations and opportunities for founders, early adopters, and C-suite executives: Executives often have greater potential and opportunity to…

For entrepreneurs who love running their businesses and intend to do so for a long time, succession planning can feel like a distant or irrelevant …

Real estate has long been a fundamental asset class for family offices, given that it can help provide generational wealth thanks to its tax-advantag…

For many high-net-worth individuals with children, amassing wealth may be the easy part; successfully passing down that wealth to their children is w…

Being an entrepreneur provides the opportunity to express your creativity and values through the work you do and to have ownership over every stage o…

Whether you are a new parent looking to provide for your child’s college education or you are thinking about going back to school yourself, with some…

Conventional investing is all about diversification and maximizing returns. While both of these are still fundamental, some investors also want to us…

Building and running a successful business can be hugely rewarding, both personally and financially, but it comes at a cost.Building and running a su…