HighView Blog

Preserving Accumulated Wealth

By Mark Barnicutt on April 8th, 2021

OVERVIEW The market volatilities of the past year have served as a strong reminder that investing in a globally, intertwined economy is not without risk; risk that can be managed if portfolios are structured prudently, but still risk. For affluent...

Virtual family office: 101

By Mark Barnicutt on April 1st, 2021

A Virtual Family Office (VFO) is a family office model that harnesses the experience, dedication, and loyalty of your established group of independent advisors to provide the comprehensive wealth stewardship affluent families require. This model...

Understanding the Real Costs: Important Questions to Ask your Investment Advisor

By Mark Barnicutt on March 19th, 2021

When you are choosing an investment counsellor to manage your ongoing investments, it can be challenging to get a full picture of the costs involved. Of course, there is a fee associated with any investment firm – but what about all those other...

HighView’s Measurement of Investment Performance for Transparency and Consistency

By Greg Rodger on March 12th, 2021

It may come as a surprise to many that there are different ways to calculate investment returns and that it is possible to see a negative investment return for your portfolio when the underlying investments have actually generated positive returns....

Successful Transitioning of Family Wealth

By Mark Barnicutt on February 19th, 2021

Challenges for Family Wealth The creation of family wealth takes years of dedication, sacrifice, and hard work. Because of this, no family wants to be in a position where they need to create their wealth twice. Instead, they are desperately seeking...

Building Sustainable Family Wealth For Future Generations

By Mark Barnicutt on January 29th, 2021

You’ve worked hard to get where you are. You’ve built your wealth over time and now you want to ensure it will last for future generations. You already know how difficult creating wealth is, but you may just be realizing that preserving it comes...

Resolve to improve your financial and investment life in 2021

By Dan Hallett on January 8th, 2021

The rollercoaster that was 2020 has slipped into the rear view. So many of us are looking forward to a happier and healthier 2021 and beyond. The turn of the calendar is also a time of resolutions for many. Once the financial planning basics are...

Investment Policy Statements For Families: The Breakdown

By Mark Barnicutt on December 11th, 2020

A prospective client recently met with me as he wanted to change his Investment Advisor. When I asked about the reason(s) why, he simply stated “performance“.  When I then asked if his Investment Advisor had not measured-up against his...

How to Preserve Capital

By Mark Barnicutt on December 3rd, 2020

OVERVIEW For affluent family investors who have accumulated hard-earned capital or investment fiduciaries who are responsible for the stewardship of capital for the benefits of others, such as foundations, I believe that investing should be...

Strategic Philanthropy: Many Paths to Choose Part 2: Philanthropic Ways to Give

By Loren Francis on November 12th, 2020

What is Strategic Philanthropy? For donors who wish to truly maximize the impact of their giving they should really think about developing a strategic plan rather than taking a random approach; or one that is simply dictated by the numerous requests...

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