• Home
  • Articles by: Mark Barnicutt

Author Archive

Reaching a Successful Transition of Family Wealth

By Mark Barnicutt on May 12th, 2022

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...

The Obstacles in Creating Sustainable Wealth

By Mark Barnicutt on April 7th, 2022

Your wealth gives you and your family the freedom to pursue your goals; however, accumulating it requires diligence, focus, and patience. For this reason, it isn’t something investors want to do twice! The global marketplace is currently treading...

PART 3: A Family Office By Name Isn’t Always A Family Office

By Mark Barnicutt on February 23rd, 2022

This blog will be considered the final of a 3-Part series pertaining to Family Offices. Please view the Part 1 blog & Part 2 blog. The Big Challenge With Traditional Family Offices: As mentioned above, the costs to operate a traditional family...

PART 2: A Family Office By Name Isn’t Always A Family Office

By Mark Barnicutt on February 10th, 2022

This blog will be considered 2 of a 3-Part series pertaining to Family Offices. Please view the Part 1 blog. What Are The Services of a Family Office? Although the range of services provided to families via a family office business can vary widely,...

PART 1: A Family Office By Name Isn’t Always A Family Office

By Mark Barnicutt on February 4th, 2022

This blog will be considered 1 of a 3-Part series pertaining to Family Offices.  Background: The term, ‘Family Office’, has become increasingly used within the wealth management industry in recent years.  Unfortunately, there are many...

When Affluent Families Borrow Money

By Mark Barnicutt on December 8th, 2021

Overview: Many people often incorrectly assume that affluent families don’t need to borrow money because they have money. Although on the surface, this may be true, the reality is that affluent families will periodically borrow money for various...

Viewing Invested Assets as a ‘Piggy Bank’ vs. a ‘Pay Cheque’

By Mark Barnicutt on November 19th, 2021

Many successful entrepreneurs who’ve worked hard to build their business from the ground up sell the business for a significant sum – which becomes liquid investment assets held within financial structures like holding companies and family...

Portfolio Transparency

By Mark Barnicutt on November 12th, 2021

After a thirty+ year career in the Canadian wealth management industry, I’ve learned many things.  One of my key learnings is that during bull markets – when ‘making money’ seems to be effortless – many affluent families become...

Reaching Your Investment Goals

By Mark Barnicutt on September 9th, 2021

This article is focused on the need for Investment Advisors to customize the “investment ride” — the portfolio value ups-and-downs — that investor clients take with them. Specifically, so much of the global wealth management...

When to Change Your Investment Advisor: The Red Flags

By Mark Barnicutt on September 3rd, 2021

Like any profession, there are competent advisors and not-so-competent advisors in the wealth management industry. Our experience is that there are always warning signs for clients that it’s time to change investment advisors. Here are seven signs...

See Beyond

Receive Market Commentary + Stewardship Insights.