Home Kevin Smith

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.

  • November 21, 2012 October 30, 2019
  • 06:51