Checklist: 10 things a Family Office should include20210106091400
Checklist: 10 things a Family Office should include
The term ‘family office’ gets used a lot these days. Much like the term ‘cappuccino’, it’s not always used to genuinely describe what’s being sold. Unlike a bad cappuccino, though, there’s a lot more serious downside in choosing a wealth management firm that inaccurately represents itself as a true family office. A family office, in […]...
5 financial considerations for physicians during COVID-1920210106090500
5 financial considerations for physicians during COVID-19
As we enter 2021, we’ve had many conversations with physicians throughout the COVID-19 pandemic. Outside of the obvious risks associated with frontline health services during this time, physicians need to be focused on other financial considerations for the year ahead. Here are our top five. ONE: Look into available government relief programs Canada Emergency Business […]...
Interview: What is the Hockey Family Office? With Kent Manderville, CFP20210103080900
Interview: What is the Hockey Family Office? With Kent Manderville, CFP
Hockey professionals seem surrounded in a mystique of glamour and lore, but when the Zamboni clears the ice after the game and the players head home, unique financial complexities faced by these athletes are very real and very important. Turning ones earnings from a career as a pro athlete into a lifelong source of financial […]...
Clip: How can business owners realize lifelong wealth?20201217092200
Clip: How can business owners realize lifelong wealth?
We interviewed Richard Kluska, CEO of IP Private Wealth, about business owners and achieving lifelong wealth. Listen to the full interview on the IP360° podcast on Podbean....
Interview: What is a family office? With Richard Kluska, CEO20201217075600
Interview: What is a family office? With Richard Kluska, CEO
The term ‘family office’ is becoming more familiar to the layman, and is even being used loosely by a variety of financial service providers. It’s generally understood that family offices are wealth management firms that cater to the affluent, managing their investments and revenue streams; but in this interview we hear what services an authentic […]...
IP360° Podcast, Ep 1 – What Is a Family Office, and Why Do I Need One?20201217062435
IP360° Podcast, Ep 1 – What Is a Family Office, and Why Do I Need One?
We’re joined today by CEO of IP Private Wealth, Richard Kluska. With his decades of experience, and as the founder of the IP 360° philosophy, Richard is the perfect person to walk us through today’s topic: What is a Family Office, and Why do I Need One?...