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 The Schmidt Investment Group
 CIBC Private Wealth Management, CIBC Wood Gundy
 The Schmidt Investment Group
  • Home
  • Family Office Services
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    • Our Philosophy
    • Our Difference
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    • Testimonials
  • Our Clients
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    • Media
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Media

Article

December 03, 2021

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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 different things to different people. Parents do not need to disclose figures to have an effective conversation about their family’s wealth. However, sharing their values and beliefs surrounding wealth is encouraged as it provides context to their wealth, without which it cannot be fully understood, assessed, or appreciated.”

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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.