Covering estate taxes with charitable tax credits
As one of Canada’s largest auto parts wholesalers, finding mutual wins had been Nilam Patel operating style with customers for years. But he wanted a different win-win this time. This one involved planning his charitable legacy, while at the same time covering the tax burden on his estate...
Research & commentary
How billionaire families are contributing in a changing world
We identify five key findings and our favourite ‘sound bites’ from research jointly implemented by UBS and PwC – shining light on the impact of the past year towards billionaires, their wealth and businesses, and also to their philanthropy...
The resilience of family businesses
Here at CMG, we’re delighted to see more being written (and acknowledged) in recent years about the importance of family businesses around the world...
Rotman study on private governance
We read recently (with great pleasure) a research report, The critical importance of private company governance, published by The David & Sharon Johnston Centre for Corporate Governance Innovation at the Rotman School of Management...