Math and education – these are the explanation and the solution to the shirtsleeves-to-shirtsleeves family business problem. Three generations is far too soon for a family to go from being…
Tag: wealth management
How to Avoid Going from Shirtsleeves to Shirtsleeves in Three Generations
Math and education – these are the explanation and the solution to the shirtsleeves-to-shirtsleeves family business problem. Three generations is far too soon for a family to go from being…
Wealth Management
You’ve probably seen or heard advertisements for firms that offer wealth management services, and you may have wondered just what that is. Or maybe you already have a picture of…
Globe & Mail Article: Why wealthy families lose their fortunes in three generations
by Augusta Dwyer For a telling example of the adage “shirtsleeves to shirtsleeves in three generations” – meaning that wealth gained in one generation will be lost by the third…
CNBC Article: World's richest families cutting hedge fund investment, family office survey finds
by Leslie Shaffer Managers who invest the money of the world’s super-rich have been pulling out of hedge funds and increasing their allocation to private equity and private debt, a…
CPA Magazine article: The secrets to his success
Although coming from modest beginnings, Michael Lee-Chin has learned a thing or two about building wealth — and also how to weather a financial storm. Michael Lee-Chin shouldn’t have been…