In this episode, recorded 09-22-2025. Mike explore the rapidly expanding Family Office landscape. They examine what Family Offices are, how they ser…

When Canadian resident Carol Ann Noble’s husband passed away in 2016, she found herself embroiled in a court battle with Apple®, according to a CBC n…

Raising capital is one of the most important aspects of launching and scaling a successful business. While there are many potential sources of fundi…

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…

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

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…

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…

When it comes to financial planning, women have unique opportunities and challenges. In addition, many women are forgoing marriage and living alone. …

As we approach the end of 2024 and start to think back on the year’s global, national, and local events, do not forget to reflect on your personal hi…