• CE Corner
  • Webinars
  • Soundbites
Investment Executive
  • Log in
  • Subscribe

Transitioning to a family office business model

Share
Facebook
LinkedIn
Twitter
Mail to a fried
Print
  • News
    • Industry News
    • From the Regulators
    • People
    • Products
    • Research and Markets
  • Report Cards
  • Insight
    • Editorials
    • Columns
    • Letters to the Editor
  • In Depth
    • Special Reports
    • Report Cards
    • Magazines
    • Partner Reports
    • Expert Advice
  • Inside Track
  • Brand Knowledge
  • Newspaper
  • Tools
    • CE Corner
    • Webinars
    • For Your Clients
    • Partners’ Place
    • Soundbites
Home In Depth Special Reports Inside the Advisor’s Study: Season II Transitioning to a family office business model

Inside the Advisor’s Study: Season II

More from this feature

Transitioning to a family office business model

In segment twelve, Kevin Smith, principal, ICON Advanced Planning Inc. in Toronto, discusses the challenges to transitioning your practice to a family office business model. Main points include: transparency, outsourcing and restructuring your office to include a team who can handle the procedures and tax efficiencies required for HNW clients. He spoke with Jim Ruta, performance consultant with the Expert Institute, at the TMX Broadcast Centre in Toronto.

  • By: Jim Ruta, Kevin Smith
  • November 21, 2012 October 30, 2019
  • 06:51
Share
Facebook
LinkedIn
Twitter
Mail to a fried
Print
Jim RutaKevin Smith

Related news

Delivering “peace of mind” to HNW clients ensures success

Best-value marketing ideas

Simple but different marketing pays off

How to build a successful fee-based practice

Successful succession keeps business in the family

Keywords
Insurance insights
Share this article and your comments with peers on social media
  • Facebook
  • LinkedIn
  • Twitter

Every day, get the financial news that matters in your inbox.

Tools

Webinars

    The case for alternative investments in 2025

    Decumulation for business owners, incorporated professionals and holdco shareholders

    Gold nest egg concept for retirement savings and financial planning
CE Corner For Your Clients Events

Latest news In Special Reports

OSC seeks $37.5 million in Bridging sanctions

Regulator requests monetary penalties, disgorgement, costs and market bans

  • By: James Langton
  • April 29, 2025 July 10, 2025
  • 16:11

Insurance advisors share industry sentiment and needs (charts)

Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research

  • By: Katie Keir, Emily Fox
  • February 12, 2024 July 9, 2024
  • 00:14

Hot housing market gives some Canadians cold comfort

Housing costs are a growing worry, BMO index finds

  • By: IE Staff
  • March 17, 2022 March 17, 2022
  • 15:02

Canadian ETFs enter the metaverse

New funds hold several big names found in broad U.S. stock indexes

  • By: Rudy Luukko
  • January 24, 2022 January 24, 2022
  • 00:15

Today's top stories

Appeal sought in Bridging Finance case

Firm's former CEO, David Sharpe, seeks judicial review of tribunal's findings against him

  • By: James Langton
  • July 18, 2025 July 18, 2025
  • 16:48

Trump signs new stablecoin regulations into law

GENIUS Act marks a turning point for crypto assets industry

  • By: Seung Min Kim and Alan Suderman, The Associated Press
  • July 18, 2025 July 18, 2025
  • 17:05

Advisor defrauded “friends and family” in fund

Private investment fund operated as a Ponzi scheme

  • By: James Langton
  • July 18, 2025 July 18, 2025
  • 17:57

It’s time for an adult conversation about inflation

The fiscal stimulus required to support Canadians during the pandemic was always going to be inflationary, no matter what the Bank of Canada did

  • By: Kevin Press
  • July 18, 2025 July 18, 2025
  • 17:14
  • News
  • Industry News
  • From the Regulators
  • People
  • Products
  • Building Your Business
  • Client Communications
  • Practice Management
  • Financial Planning
  • In Depth
  • Special Reports
  • Report Cards
  • Magazines
  • Partner Reports
  • Insight
  • Editorials
  • Columns
  • Letters to the Editor
  • Inside Track
  • Tools
  • Brand Knowledge
  • Newspaper
  • Free Subscription
  • Finance Investissement
  • Advisor.ca
  • Conseiller.ca
  • About Us
  • Contact Us
  • Reprints and Permissions
  • Advertise
  • Statement of Ethics
  • Terms of Use
  • Privacy Policy
  • Accessibility
  • AI Policy
Newcom Media

© Newcom Media Inc.

We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.

read more >>