Skip to Main Content
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
Client Login
  • Home
  • Family Office Services
  • Who We Are
    • Our Philosophy
    • Our Difference
    • Our Team
    • Our Beginnings
    • Testimonials
  • Our Clients
  • Expand Hope®
    • Social Mission
    • Wealth for Good™
    • Global Impact Trips
  • Media & Resources
    • Media
    • Resources
    • Client Care Award
  • Contact Us
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
  • Client Login
 CIBC Private Wealth Management, CIBC Wood Gundy
 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
    • Our Team
    • Our Beginnings
    • Testimonials
  • Our Clients
  • Expand Hope®
    • Social Mission
    • Wealth for Good™
    • Global Impact Trips
  • Media & Resources
    • Media
    • Resources
    • Client Care Award
  • Contact Us

Media

Article

February 05, 2021

Facebook
LinkedIn
Twitter

The Canadian family office: An industry in its infancy

Marvin J. Schmidt outlines why as a burgeoning industry, the family office industry in Canada and globally should be defined and standardized.

The family office industry has experienced a proliferation in recent times.This growth mirrors the rise in world-wide wealth, as well as the increasing complexity of the wealth environment. As families contend with the significant transfer of wealth that will take place in the next decade, and the further increasing complexity surrounding significant family wealth, we will continue to see a growing need and resulting presence of family offices in Canada and globally. 

View the article

Related posts

Interview

March 18, 2021

Martin interviewed on WP

Family Office: 3 Big Questions

As part of their "3 Big Questions" series, Marvin J. Schmidt speaks with Darren Matte of Wealth Professionals Canada on the topic of the family office industry.  In this 5 minute interview, Marvin and...

Learn more

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...

Learn more
 
 
 Canadian Investment Regulatory Organization  Canadian Investor Protection Fund

CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.