Explore gifting as a strategic financial tool in Canada, understanding tax implications, attribution rules, and how to minimize tax liabilities.
Explore the evolution of financial advisory services from traditional models to fee-based accounts, driven by the demands of high-net-worth clients and market trends.
Explore the structure, benefits, and management of multi-mandate managed accounts, focusing on the role of overlay managers and the advantages of diversified strategies within Unified Managed Accounts (UMAs).
Explore the emerging concept of household accounts in wealth management, focusing on investment coordination, tax optimization, and balanced portfolio models tailored to family needs.
Explore the intricacies of private family offices, their role in wealth management, and the services they offer to ultra-high-net-worth families.
Explore the various types of managed fee-based accounts, including ETF wraps, mutual fund wraps, advisor-managed accounts, and separately managed accounts. Understand their customization levels, investment management approaches, and how they cater to different client needs and asset sizes.
Explore the key takeaways from Chapter 25 on fee-based accounts, their growing importance in wealth management, and future trends in the advisory landscape.
Explore the significance of fee-based accounts in the modern financial landscape, their types, benefits for high-net-worth clients, and regulatory considerations.
