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Posts by: Foster Family Office
Building Something for Themselves
In their late 50s, Dinah and Xavier* are a married couple who co-own a successful private corporation in Ontario, who found themselves facing a new kind of decision. Their business had provided for them for years, but as they looked ahead, they realized they’d never put a structure in place to support a gradual exit or long-term income.
Foster Perspectives | Issue #1 What Is a Family Office?
What makes a family office? It’s a question we return to often in the context of real families, real decisions, and the responsibility that comes with stewarding wealth across generations.
Keeping Clients from Becoming ‘Un-Wealthy’
Foster & Associates’ CEO on utilizing alternative investment strategies in all market conditions. Published by...
Fostering Trust: Trusted Contact Person Initiative
Foster’s Family Office Group considers itself tasked with helping shepherd client wealth to the next generations, so we are delighted by the Trusted Contact Person (TCP) initiative.
Navigating Financial Impact as a Caregiver
Are you navigating the caregiving journey and seeking ways to maintain financial stability while your fulfilling responsibilities? Explore this overview for essential insights into the considerations that can significantly impact your financial well-being in the midst of caregiving.
Rental Income Taxes – What You Need to Know
Extra sources of income are great, but then there’s the Canada Revenue Agency (CRA) lurking around for its share.
What is a Family Office?
Every wealthy Canadian family has someone who takes care of that family’s financial affairs. If you’re that person, you know this requires effort and expertise.
Why Rebalancing Your Investment Portfolio Matters
What does ‘Portfolio Rebalancing’ mean? How does it work? When should it be done?
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