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 business families are demonstrating resilience in challenging times
A recent article published by the Financial Times caught our eye; revealing how many business families are bouncing back and ‘enduring success over the generations.' We highlight three things that stood out to us in the article...
Canadian business families continue to outperform on the global stage
A recent article featured in Wealth Professional recaps the National Bank of Canada report on featuring some of Canada’s prominent Canadian business families. We highlight five things that stood out to us in the report...
How Zegna strengthened its 112-year family business for generations to come
The 112-year-old family business made a bold move to reinvent themselves by becoming the first luxury Italian fashion house to list on the NYSE. As the Zegna family undergoes this transition, a number of things particularly stand out to us...