Insights
Insights for Families and Advisors Who Think in Generations
Not a blog — a thought-leadership library. Articles, interviews, research notes, and commentary on family office strategy and wealth stewardship, grounded in the same ideas explored in The Canadian Family Office Advantage and in Marvin's speaking engagements. Every piece here is written to help families and the advisors who serve them ask better questions — never to sell. Journalists and podcast hosts looking for background on these ideas can start with the press kit.
Latest Insights
What Is a Family Office in Canada — And What Isn't One?
Unpacks why "family office" is used loosely across investment management, private banking, and wealth management in Canada, and what the Three-Legged Stool actually requires to earn the name.
The 90% Problem: Why Most Wealthy Families Don't Make It to the Third Generation
Explores the shirtsleeves-to-shirtsleeves pattern, and why it's rarely the markets' fault.
Who Owns the Whole Picture? The Case for Coordinated Advice
Makes the case for integration across a family's advisory team without positioning it as replacing any single advisor.