Our Family Office Inc.

Our Co-Founder and CEO, Tim Cestnick's latest The Globe and Mail piece, "Splitting income with your spouse can save big tax dollars if done properly." https://bit.ly/4ciZne1

Splitting income with your spouse can save big tax dollars if done properly Splitting income with your spouse can save big tax dollars if done properly Download a copy of this article in pdf here. North American Wealth Award Nominations 2020: Finalist in 3 Categories What do I want to share with my heirs about my values and life experiences while I still can? What do other....

We are proud to announce that Our Family Office has been named as a finalist for the second year in a row for Multi-Family Office Team of the Year in the Annual STEP Private Client Awards. https://bit.ly/4ewAIE6

Our Family Office - Only Canadian Finalist for Multi-Family Office Team of The Year – STEP Global Private Client Awards 2024 Announcement: We are proud to announce that Our Family Office has been named as a finalist for the second year in a row for Multi-Family Office Team of the Year in the Annual STEP Private Client Awards. Seen as a hallmark of quality in the industry, the Awards saw a record number of entries this [.....

Our Co-Founder and CEO, Tim Cestnick's latest The Globe and Mail piece, "Getting married? Make sure you understand the tax and financial implications." https://bit.ly/3xkYfHD

Getting married? Make sure you understand the tax and financial implications Getting married? Make sure you understand the tax and financial implications Download a copy of this article in pdf here. North American Wealth Award Nominations 2020: Finalist in 3 Categories What do I want to share with my heirs about my values and life experiences while I still can? What do other...

Without the hands-on experience of being an earner, there is the potential for complacency around money, which can hinder their attempts to manage it later in life. https://ow.ly/9Xpb50Sg2T5

Council Post: A Legacy With Legs: Equipping Your Children To Cope With Wealth Oversensitivity or silence around financial succession can sow the seeds for problems down the line and leave heirs feeling unready and overburdened.

Charities might fare better if they had more data about what motivates donors today. But Canada is the only G7 country without a research facility dedicated to philanthropy. https://ow.ly/IcpT50RXav5

Carleton U. aims to put Canada on philanthropic map with research centre University's research facility would study and support practice of philanthropy, filling a pressing need in nation’s charitable sector

Despite their relatively lesser financial resources, studies show that Gen Z's charitable contributions are growing, reflecting their commitment to social and environmental causes. https://ow.ly/lr1T50RXae1

AI And Generation Z: Pioneering A New Era Of Philanthropy Article discusses the growing influence of artificial intelligence and Generation Z in transforming philanthropic strategies and donor engagement reshaping charity

Our Co-Founder and CEO, Tim Cestnick's latest The Globe and Mail piece, "CRA treatment of pastor highlights
problems with the agency." https://bit.ly/4bW5BQQ

CRA treatment of pastor highlights problems with the agency CRA treatment of pastor highlights problems with the agency Download a copy of this article in pdf here. North American Wealth Award Nominations 2020: Finalist in 3 Categories What do I want to share with my heirs about my values and life experiences while I still can? What do other successful famil...

Author Thomas Deans challenges traditional approaches to family businesses, asking business owners whether their children truly want to inherit the business, or just the wealth that could be generated from its sale.

The greatest destroyer of family wealth, according to Thomas Deans Author’s third book continues to challenge accepted financial wisdom and smooth the transition of wealth to next generation

Only 31% of Canadians in the highest-income group think the economy is moving in the right direction. https://ow.ly/CVj750RXa8V

Wealthy Canadians sour on state of economy in wake of capital gains tax changes, poll finds Ottawa's changes to the capital gains tax appear to have gotten under the skin of Canada's wealthiest wage group. Find out more.

Our Co-Founder and CEO, Tim Cestnick's latest The Globe and Mail piece, "Consider these last-minute planning ideas before capital-gains tax changes arrive." https://bit.ly/3Ku1LSK

Consider these last-minute planning ideas before capital-gains tax changes arrive Consider these last-minute planning ideas before capital-gains tax changes arrive Download a copy of this article in pdf here. North American Wealth Award Nominations 2020: Finalist in 3 Categories What do I want to share with my heirs about my values and life experiences while I still can? What do....

Female entrepreneurs often face the additional challenge of juggling family, as well as self-judgement. https://ow.ly/g6eJ50RxW2j

Lexi Miles Corrin built female-focused Waxon franchise at 25 Toronto-based WAXON Laser + Waxbar is a fully female franchise system and the firm’s philanthropy supports girls with potential

Women are more likely to seek advice and collaborate with financial advisors, family members and peers when making investment decisions. They value frequent communication and transparency and a long-term relationship with an advisor who clearly understands their unique circumstances and financial goals. https://ow.ly/hLOi50RxVN9

Women and wealth transfer: The shifting landscape and opportunities in financial independence - Tampa Bay Business Journal No matter how wealth transfers to women, they are often thrust into roles of financial stewardship, tasked with managing significant wealth, so having conversations about the investment process and participating first-hand in their financial planning is essential.

Our Co-Founder and CEO, Tim Cestnick's latest The Globe and Mail piece, "Plan ahead to save significant tax dollars at your time of passing away." https://bit.ly/4e0ncbG

Plan ahead to save significant tax dollars at your time of passing away Plan ahead to save significant tax dollars at your time of passing away Download a copy of this article in pdf here. North American Wealth Award Nominations 2020: Finalist in 3 Categories What do I want to share with my heirs about my values and life experiences while I still can? What do other succ...

Millennials are the largest generation of investors ever, with an estimated $90T in projected inheritance coming their way. This means their demand for impact investing forces the entire financial system to notice. https://ow.ly/eoIh50RxWM9

Council Post: The Rise Of Impact Investing: How Millennials Are Shaping Finance With a surge in impact investing opportunities, traditional financial institutions will need to adapt and innovate to meet this demand.

Our Co-Founder and CEO, Tim Cestnick's latest The Globe and Mail piece, "How the personal-residence exemption can help minimize taxes on capital gains." https://tgam.ca/4bVSU7Y

How the personal-residence exemption can help minimize taxes on capital gains There are three tests ordinary property owners must pass to avoid paying out more to the taxman

"How have you been able to honour the founder’s legacy and vision whilst moving the foundation forward?" https://ow.ly/UkHZ50RxWbj

Meighen family look to third generation to run foundation Meighen Family Foundation was founded by Ted Meighen, son of former Prime Minister Arthur Meighen, now run by former senator Michael Meighen and his wife, Kelly, and their sons

Given the increasing trend within this generation towards ‘giving while living’, the impact of this transfer of wealth may be felt even sooner than anticipated. https://ow.ly/mKPL50RxWhT

Successful Wealth Transfer: Preparing The Next Generation There has been much talk about the ‘Great Wealth Transfer’, which is set to bring about a seismic shift in assets within the next 20 years. According to reports, an estimated $84 trillion is expected to pass to Generation X, Millennials and Gen Z heirs, mostly from the so-called Baby Boomers. Gi...

Our Co-Founder and CEO, Tim Cestnick's latest The Globe and Mail piece, "How to make cottage life more affordable and save tax dollars too." https://bit.ly/3WPzywY

How to make cottage life more affordable and save tax dollars too How to make cottage life more affordable and save tax dollars too Download a copy of this article in pdf here. North American Wealth Award Nominations 2020: Finalist in 3 Categories What do I want to share with my heirs about my values and life experiences while I still can? What do other successful...

What’s a family office, anyway? Ten Domains to guide them all. https://ow.ly/P8Rk50Rk65u

What’s a family office, anyway? Ten Domains to guide them all Model from UHNW Institute outlines services offered, shows importance of collaboration among professionals serving wealthy families

Our Co-Founder and CEO, Tim Cestnick's latest The Globe and Mail piece, "Selling a cottage will take more careful planning under new tax rules." https://ow.ly/2foM50RHgSh

Selling a cottage will take more careful planning under new tax rules Selling a cottage will take more careful planning under new tax rules Download a copy of this article in pdf here. North American Wealth Award Nominations 2020: Finalist in 3 Categories What do I want to share with my heirs about my values and life experiences while I still can? What do other succes...

By 2045, around $90tn in the US alone is set to be transferred from those born before 1964 to their heirs. https://ow.ly/T5Fz50Rk5qK

Should governments tax the great boomer wealth transfer? The scale of accumulated wealth makes it a tempting target. But critics say inheritance taxes are unpopular and ineffective

When the Solcz family sold their Windsor, Ont.-based business in 2016, they moved management of their assets to a family office and also created the Solcz Family Foundation to benefit the Southern Ontario community that had nurtured the family business.

What Windsor manufacturers Solcz family did after sale of global firm The family behind Valiant Machine & Tool Inc., which grew global and supplied firms like Boeing and Ford, created a family office and family foundation, awarding over $7.8 million

Our Co-Founder and CEO, Tim Cestnick's latest The Globe and Mail piece, "Delaying the capital gains changes should simplify implementation for taxpayers." https://bit.ly/4b7xTYa

Delaying the capital gains changes should simplify implementation for taxpayers Delaying the capital gains changes should simplify implementation for taxpayers Download a copy of this article in pdf here. North American Wealth Award Nominations 2020: Finalist in 3 Categories What do I want to share with my heirs about my values and life experiences while I still can? What do ot...

What an honour. We are so proud to have been selected as the winner at the 11th Annual Family Wealth Report Awards 2024 Gala in the category: BEST TAX ADVISOR IN NORTH AMERICA. https://bit.ly/4brkzxl

Canada’s 2024 Federal Budget Targets Rich Canadians. https://bit.ly/4b7pF1J

Canada's budget 2024: Freeland's budget targets rich Canadians for new spending Deficits will be $10.3 billion higher than originally planned, as companies and investors hit with more taxes

Measuring the impact of philanthropy is difficult, but critical to determine the path to greatest impact. https://ow.ly/fOCt50R5Xlq

In Numbers We Trust (SSIR) Because trust-based philanthropy shouldn’t mean blind faith.

Our Co-Founder and CEO, Tim Cestnick's latest The Globe and Mail piece, "Capital gains tax changes impact Canadians in many — and needlessly complicated — ways." https://bit.ly/3WhhADx

Capital gains tax changes impact Canadians in many — and needlessly complicated — ways Capital gains tax changes impact Canadians in many — and needlessly complicated — ways Download a copy of this article in pdf here. North American Wealth Award Nominations 2020: Finalist in 3 Categories What do I want to share with my heirs about my values and life experiences while I still can?...

Given Musk's commitment to transforming the world through his business endeavours, his reported lack of philanthropy may surprise more than a few people. https://ow.ly/hXFk50R5Xyb

2 Ways World’s Wealthiest Man Elon Musk Can Step Up His Philanthropy Elon Musk has a prime opportunity to silence his critics over his alleged lack of generosity by investing in efforts to lift 100 million people out of energy poverty.

In addition to being an excellent investor, Buffett is known for his wit and timeless advice for investors. https://ow.ly/IBCI50R5Xss

Warren Buffett Shares His 18 Best Tips for Retiring From a Lifetime of Investing | Entrepreneur The legendary Warren Buffett has amassed a fortune worth numerous billions of dollars through his company Berkshire Hathaway. Aside from building one of the largest companies in the world, he...