Archive for the ‘Family Wealth Planning’ Category

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...

This blog will be considered Part 4 of a 4-Part series pertaining to Portfolio Implementation. Please view the Part 1 blog , Part 2 blog , and Part 3 blog. In Part 1 of this series I compare the design and implementation of a portfolio to building...

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...

This blog will be considered Part 3 of a 4-Part series pertaining to Portfolio Implementation. Please view the Part 1 blog and Part 2 blog. When assets are transferred in from your previous investment advisor to your account with your new investment...

One of the core principles at HighView is to understand the purpose of the portfolio. To assist in discovering this purpose, a comprehensive wealth plan or financial plan is created. The wealth plan can then become one of the most important...

This blog will be considered Part 2 of a 4-Part series pertaining to Portfolio Implementation. Please view the Part 1 blog Client onboarding sounds as simple as opening some accounts and processing a few transfer forms, right? Well in fact there is...

This blog will be considered Part 1 of a 4-Part series pertaining to Portfolio Implementation. There are surprisingly a lot of similarities between designing a custom-built home and designing a portfolio for an affluent family or foundation. When...

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...

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...

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...