A two-thousand-year-old lesson in family governance. My classics degree taught me a timeless truism: unprepared, presumed heirs can bring down empires. An article that explores my training and skills: Advisor found family-dynamics insights in studies of ancient Rome

Continuity is never automatic. It takes governance, education and a clear plan for the future. I sat down with Canadian Family Offices to explore how NextGen leaders show up as: The Steward The Entrepreneur The Intrapreneur The Transformer Enjoy the read: Peer-to-peer learning is the heart of PwC Canada’s NextGen Connect program

When do I solve problems ike a family enterprise advisor? When do I solve problems like a tax lawyer? What's the Action Research Model?...

The GTA Accountants Network and the GTA Finance Network invited me to speak on January 22, 2019. I presented on essential cross-border tax and estate planning issues facing Canadian persons in the US. My presentation focused on Canadian ownership of US real estate and covered topics including probate planning, incapacity planning, US estate tax, and the tax treatment of income and capital gains. I also highlighted trust structures for probate planning including the situation

I joined Toronto Foundation Vital Ideas & Leadership Grants Selection Committee to select 10 community grantees

I recommend that US citizens living in Canada do not implement an estate freeze, given the various US tax consequences.