When transitioning wealth from one generation to the next, “the rest of the story” occurs after the estate transitions. Sadly, the rest of the story does not have an upbeat outcome. Unfortunately the rest of the story is that only about 30% of...
The Wealth Steward Blog is HighView’s forum for facilitating dialogue in the management of wealth.
Here, you will find discussion of the latest topics and issues in the wealth management, asset management, and investment industries. Our in-house experts, along with regular guest contributors, provide their insight into financial subjects relevant to affluent Canadian families and the Foundations they support.