Media & Press Kit

About Marvin

Short bio: Marvin J. Schmidt is the founder of Schmidt Family Office and author of The Canadian Family Office Advantage, the first comprehensive Canadian guide to family office strategy and multi-generational wealth stewardship.

Bios

Medium bio: Marvin J. Schmidt is a pioneer of the modern Canadian family office model and Founder, Principal, and Senior Wealth Strategist of Schmidt Family Office. For more than three decades he has advised ultra-high-net-worth families across Canada and internationally. He is the author of The Canadian Family Office Advantage: A Complete Guide for the Most Affluent Families and Their Advisors (Forbes Books), and Founder and Chair of Expand Hope, a Canadian charity building schools in Guatemala.

Long bio: see About.

Interview Topics

Suggested interview topics: why 90% of wealthy families lose their wealth by the third generation; what a true family office actually requires (the Three-Legged Stool); the gap between U.S. and Canadian family office practice; what "Be the 10%" means and doesn't mean; how professional advisors and family offices can collaborate instead of compete.

Assets

Assets available on request: approved headshots, book cover files, dust jacket spread, Three-Legged Stool diagram.

Media Inquiries

For interview requests, podcast bookings, or press inquiries, use Contact and select Media/Speaking as the inquiry type.