Family Office

NEWS

One Big Beautiful Bill: A New Era for Family Offices

While headlines focus on AI earnings and Fed policy, a landmark U.S. tax reform has quietly reshaped the future of generational wealth. The “One Big Beautiful Bill” introduces sweeping, permanent changes that will redefine how family offices manage succession, structure estates, and invest for the long term.

Jun 05
Howe Harrell, Purpose partner to support financial well-being of clients

Winnipeg-based Howe Harrell & Associates (HHAA) has teamed up with Purpose Advisor Solutions (PAS) to enable the financial well-being of its families, corporations, and trust clients.

Jun 05
Comment: The future of the family office is virtual

Virtualisation, alongside the increasing use of data and digital functionality and services, is vital to future-proofing the family office. This has never been more apparent than now, when advisers must manage complex relationships remotely, and at a time when investors everywhere face significant challenges, says Yaela Shamberg.

Jun 04
Unemployment Has Never Looked So Good

More than 36 million Americans have filed for unemployment in the Coronavirus pandemic. Some predictions suggest we could see as high as 15-20% of our entire workforce unemployed before all of this is over.

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It wasn’t until the 1980s that family offices started to multiply, first in the US, then elsewhere. It was around that time that the wealth held by families began to grow at a significantly faster rate.

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