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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...

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...

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...

Portfolio Risk Controls For Affluent Families How Is My Portfolio Monitored After It’s Setup?

By Mark Barnicutt on March 6th, 2020

OVERVIEW: When constructing portfolios for investors, I believe that there needs to be a thorough process of quantifying their investment goals, understanding their journey in life, and assessing their tolerances to various types of risk. The output...

Happy Holidays from Highview Financial!

By Mark Barnicutt on December 18th, 2019

Our team at HighView Financial want to wish all of you and your loved ones a very Happy Holidays and the very best in the New Year! Many who have worked with us know that we value family and philanthropy, and believe that we can all give what we can...

How to Achieve A Successful Transition of Family Wealth

By Mark Barnicutt on September 27th, 2019

Family Wealth Challenges 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 the...

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