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 The Schmidt Investment Group
 CIBC Private Wealth Management, CIBC Wood Gundy
 The Schmidt Investment Group
  • Home
  • Family Office Services
  • Who We Are
    • Our Philosophy
    • Our Difference
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    • Media
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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.

Read the article

Related posts

Article

December 03, 2021

Top concerns of family office clients: wealth disclosure to children

Hear from Marvin Schmidt on some of the best practices to facilitate family discussions that prepare children for the unique complexities family wealth presents. “A family wealth discussion means dif...

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Feature

January 09, 2024

Marvin Schmidt smiling in front of high rise with the caption: I'm now fluent in another language. It's called Family Enterprise.

Marvin Schmidt – Family Enterprise Advisor Designation

It is with great joy and pride that we extend our heartfelt congratulations to Marvin for successfully achieving the coveted Family Enterprise Advisor (FEA) designation!

Learn more
 
 
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