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 The Schmidt Investment Group
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 The Schmidt Investment Group
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Awards & Media

Article

June 09, 2021

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Advisors confer on client service

The multi-family office: Services and expertise

The unique combination of services and expertise at play in a multi-family office that support the all-encompassing success of their clients is explored by Marvin J. Schmidt in his article for Wealth Professionals Canada. 

The family office industry is about more than just wealth management. The objective of wealth management is found in its name – to manage the wealth of clients. In comparison, a family office aims to address the concerns of the ultra-high net worth families it serves, of which wealth management is just one component.

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Interview

July 23, 2021

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Burgeoning wealth leads to growth of family offices in Canada

In discussion with Kira Vermond of Canadian Family Offices, Marvin J. Schmidt is asked for his insights on the growth of the family office industry in Canada. Today, awareness is increasing as Canada’...

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Article

April 28, 2021

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The multi-family office: Structure to support success

For those considering a family office, Marvin J. Schmidt proposes that when multi-family offices are structured to support this objective and strike the right balance between serving multiple clients ...

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