Articles & Insights
Financial Post: Managing Wealth  |  31 October 2009

Planning ahead a capital idea

You can’t take it with you. As aging Baby Boomers confront the harsh reality of actuarial tables, this adage takes on real meaning. Planning today must go beyond retirement and embrace the fact that we all eventually, as Shakespeare wrote, “shuffle off this mortal coil.” Wealthy families in particular, due to the size and complexity of their balance sheets, need to soberly consider the implications of this final certainty. Read more >