On episode 2 of the Our Family Office podcast, host Adam Fisch speaks with Our Family Office Managing Partner Kevin Tran about family continuity. Adam and Kevin work through the definition of what “family continuity” means, and the ways families can determine if the next generation is prepared to look after the family’s wealth. This episode includes a conversation about the unique continuity needs that affect ultra-wealthy families, as Adam and Kevin walk through examples of families that have dealt with continuity challenges, and the ways in which a family office can help navigate those challenges. Finally, they discuss the concept of a family constitution, and the myriad benefits that it can provide.

For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at info@ourfamilyoffice.ca.

Disclosure: This podcast contains opinions and does not constitute the provision of investment, legal or tax advice to any person.

On episode 1 of the Our Family Office podcast, host Adam Fisch speaks with Our Family Office Co-Founder and CIO Neil Nisker about investments. Neil and Adam discuss the philosophical difference between “getting rich” and “staying rich”, the ways in which the ultra-wealthy should be thinking about risk when making investments, and the importance of due diligence in finding superior investment managers.

For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at info@ourfamilyoffice.ca.

Disclosure: This podcast contains opinions and does not constitute the provision of investment, legal or tax advice to any person.

In the pilot episode of the Our Family Office podcast, host Adam Fisch sits down with Our Family Office CEO and Co-Founder Tim Cestnick, to define the concept of a “Family Office”. They describe the benefits of integrating services around an affluent family’s wealth, the ways in which a good family office should be able to work with outside professionals, and questions to ask when considering a multi-family office.

For more information about Our Family Office, visit www.ourfamilyoffice.ca or reach out at info@ourfamilyoffice.ca.

Disclosure: This podcast contains opinions and does not constitute the provision of investment, legal or tax advice to any person.