Archive for the ‘Family Wealth Planning’ Category

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...

PART 4: How to Implement a Portfolio for an Affluent Family or Foundation

By Joe Modica on April 27th, 2022

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...

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: How to Implement a Portfolio for an Affluent Family or Foundation

By Joe Modica on March 23rd, 2022

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...

Planning is a Living Document

By Ian Calvert on March 2nd, 2022

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...

PART 2: How to Implement a Portfolio for an Affluent Family or Foundation

By Joe Modica on February 11th, 2022

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...

PART 1: How to Implement a Portfolio for an Affluent Family or Foundation

By Joe Modica on January 11th, 2022

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...

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...

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