So how does a firm determine that they are, in fact, qualified to be called a family office? A Multifamily Office (MFO) is a specific type of North American wealth management firm, identified by 1) a certain kind of client base, 2) service menu, 3) delivery model, and 4) level of experience that sets it apart from other types of wealth management firms.

MFOs serve several unrelated private families (as opposed to Single-Family Offices, which serve an originally-related set of households) and together with scale, deliver a family office experience.

We will review the 10 core services which set the standard for Multi Family offices.

Presenter, Tom McCullough

Tom McCullough is co-founder, chairman and CEO of Northwood Family Office. Northwood looks after the integrated wealth needs of ultra high net worth families - including planning, investments, wealth administration, and family dynamics and governance. He is a frequent speaker on issues relevant to families of wealth and is the co-author of three books — Wealth of Wisdom: The Top 50 Questions Wealthy Families Ask, Wealth of Wisdom: Top Practices for Wealthy Families and Their Advisors, and Family Wealth Management: 7 Imperatives for Successful Investing.

He is an adjunct professor and executive-in-residence at the University of Toronto’s Rotman School of Management, a member of the Editorial Board of the Journal of Wealth Management, and a member of the board and faculty of the Ultra High Net Worth Institute. He was awarded ‘Best Individual Contribution to Thought Leadership in the Wealth Management Industry (North America)’ at the 2020 Family Wealth Report Awards. 

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Registration $35 - Recording Available

No charge for Estate Planning Council of Canada Members

Guests are welcome - this event is for Professional Advisors only.

Membership Information

The final tax return after death - how it gets done (or not!!!) in Canada. Meet fellow members from across Canada and join our lively forum!  We will do some round table discussion on final tax returns.

Attendees share insights, exchange ideas and identify possible courses of action to navigate common (and often complex) issues.

Please be prepared to turn your camera on and join the group. See you there! For Estate Planning Council of Canada Members only. One Hour

Discussion Host - Zak Arif

This event is for Estate Planning Council of Canada Members only.

Membership Information

Fun, Sun and a Cabin or Condo.  What could go wrong? Delve into the complexities of Estate and Family Planning for Vacation Properties.

The presentation will provide invaluable insights on:

• Tax implications: Understand capital gains and probate tax laws.
• Ownership structures: Explore personal, corporate, and trust ownership.
• Cross-border ownership: Navigate US property ownership challenges.
•  Family dynamics: Consider shared ownership impact on relationships.
• Succession planning: Protect an heir’s inheritance after they marry.

This event is a must-attend for estate lawyers, financial planners, family advisors, insurance professionals, and portfolio managers. Stay on with us afterwards for Q&A.

Presenters:

Chantal M. Cattermole, Partner, Cozen O’Connor LLP

As co-chair of Cozen O’Connor’s Canadian Family Practice Group, Chantal masterfully balances financial acumen with empathetic leadership. Her active industry involvement, coupled with a strategic mindset, empowers clients to make informed decisions that protect assets, preserve relationships, and ensure a secure future. Whether architecting intricate estate plans or resolving contentious family disputes, her unwavering commitment to excellence ensures exceptional client outcomes.

Virgil Hlus, Partner, Cozen O’Connor LLP

Virgil is the chair of Cozen O’Connor’s Canada / US Cross Border Practice Group and a member of the Canadian Family Practice Group.  Virgil is a trusted business advisor and advocate for his corporate and family office clients. His clients appreciate his commitment to giving sensible, commercial solutions to the challenges that arise at all stages of complex business transactions, estate plans and family planning and disputes. His strong network enables him to connect clients with opportunities and make strategic introductions.

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Registration $35 - Recording Available

No charge for Estate Planning Council of Canada Members

Guests are welcome - this event is for Professional Advisors only.

Membership Information

Many important factors are changing the landscape of charitable giving.  We will talk with 2 philanthropy professionals who each work in different ways to advance planning giving - while not working directly for charities themselves.

Laurie Fox will speak to trends based on extensive CAGP research and the new Will Power program.

Mike Todd works with charities, and will share the benefits of positioning themselves for DAF and systems/process to optimize.

Laurie Fox, MBA  - Campaign Director, Will Power

Laurie Fox is the Director of the Will Power, a public awareness campaign inspiring Canadians to harness the power of their Wills, RRSPs and other financial assets to do more for the causes they care about.

Laurie has worked in the non-profit sector for over 2 decades, and has seen the need in our communities and across the country rise. But she has also seen first-hand how ordinary Canadians have made truly extraordinary contributions just by giving in a different way.

In 2020, Laurie started working with the CAGP Foundation to create the Will Power campaign. The campaign has quickly taken off, with 2.7M more Canadians now thinking about leaving a gift in their Will thanks to Will Power.

Will Power runs a website, with free tools and resources, where people can explore how to use their Wills and other assets to make charitable gifts, and find the help they need to get started. Check it out at willpower.ca 

Mike Todd, MFA-P

Mike Todd works with charities and financial advisors, and specializes in donor-advised funds (DAF). The DAF is the fastest growing way to give in Canada, yet many charities have yet to incorporate this tool into their overall fundraising strategy. Mike works with charities to help them optimize their funding from this important tool.

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Registration $35 - Recording Available

No charge for Estate Planning Council of Canada Members

Guests are welcome - this event is for Professional Advisors only.

Membership Information

Get up to date Will, Inheritance and Tax Planning information for both UK and non-UK domiciled individuals. We will focus on cross-border estates, those which include business assets, and real estate and include tax changes under a new Labour Government.

Do you have clients with relatives, property, inheritances, or businesses in the UK? Don't miss this online 2-hour seminar.  Learn about inheritance tax and planning strategies for residents and non-residents. Attend live event or receive recording and slides.

Speakers:

Tim Cook, CA, Partner - Wilder Coe Ltd. in London

Zahra Kanani, Legal Director - Howard Kennedy - London

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Registration $45 - Recording available

No charge for Estate Planning Council of Canada Members

Guests are welcome - this event is for Professional Advisors only.

Membership Information

Everyone is looking for reliable, tax-efficient cash flow throughout retirement. This session will highlight approaches that continue to adapt well to client situations for 2025 and beyond.

Areas to be discussed:

• RRSP Meltdown

• CPP & OAS - changes have made it more significant now

• Individual Pension Plans (IPPs)

• Capital Gains solutions for professional corporation and business owners

• Charitable Giving upon death – points about tax advantages

• Annuities and defined benefit pension plans

• What is financial planning & what is fee-only financial planning?

How you draw your income from your RRSPs, TFSAs, LIRAs, Non-Registered Funds, CPP/OAS and any individual pensions you may have is critical. If done properly, your income is maximized and your tax is minimized. If not done correctly, you are paying much more tax than necessary.

Presenter:

Ken Doll - BA, B.Comm., MA, CFP, CLU, TEP, ICD.D

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Registration $35 - Recording Available

No charge for Estate Planning Council of Canada Members

Guests are welcome - this event is for Professional Advisors only.

Membership Information

Meet fellow members from across Canada and join our lively forum!  We will do introductions and also round table discussion on how advisors have traveled with challenges, or as a caregiver or with aging parents.  You can also ask travel related questions to the group. See you there!

Remember how great it is to connect and converse? 

Because when we decide to show up, be real, and meet others, ...pretty cool stuff happens.

No charge for Estate Planning Council of Canada Members.