The Our Family Office Podcast

著者： Our Family Office Inc.
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  • Our Family Office is proud to announce the launch of the Our Family Office Podcast. Throughout the course of the inaugural season, host Adam Fisch speaks to various guests from across our firm, offering insights into the areas of focus for an integrated family office, and the ways that a Shared Family Office™ can help Canada’s wealthiest families.
    © 2024 Our Family Office Inc.
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  • Episode 6 – Risk Management for Wealthy Families

    Episode 6 – Risk Management for Wealthy Families
    2024/09/18

    On episode 6 of the Our Family Office podcast, host Adam Fisch speaks with Our Family Office Managing Partner Kevin Tran about risk management. Adam and Kevin talk about the unique financial and non-financial risks that the wealthiest families face. They cover the ways that families can come to rely on a key person and how integration with a family office can reduce the risk of that person no longer being present. They also walk through the topic of marital agreements, and how professionals can help families navigate these difficult conversations to ultimately foster better relationships.

    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.
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    19 分
  • Episode 5 – Family Office Integration and Tax Planning

    Episode 5 – Family Office Integration and Tax Planning
    2024/09/04

    On episode 5 of the Our Family Office podcast, host Adam Fisch speaks with Our Family Office Managing Director of Tax Henry Shew to discuss tax. Adam and Henry distinguish between tax preparation and tax planning, and the benefits of family office integration in developing tax strategies. They offer examples of additional complication that naturally arises among the ultra-wealthy, and the considerations that are critical in providing holistic advice that meets the family’s financial and non-financial objectives.

    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.
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    19 分
  • Episode 4 – How a Family Office Gives Your Time Back

    Episode 4 – How a Family Office Gives Your Time Back
    2024/08/21

    On episode 4 of the Our Family Office podcast, host Adam Fisch speaks with Our Family Office Co-Founder and CIO Neil Nisker about family administration. They address the ways in which administrative responsibilities fit into broader family office services, and the privilege enjoyed by wealthy families to be selective about how they spend their time.

    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.
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    15 分

あらすじ・解説

Our Family Office is proud to announce the launch of the Our Family Office Podcast. Throughout the course of the inaugural season, host Adam Fisch speaks to various guests from across our firm, offering insights into the areas of focus for an integrated family office, and the ways that a Shared Family Office™ can help Canada’s wealthiest families.
© 2024 Our Family Office Inc.
個人ファイナンス 経済学
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