​

Your Estate Matters Newsletter

Your Estate Matters Podcast

Episode 12: De-Mystifying Family Offices with Steve Ivacko

In this week's episode, Nicole and Greg discuss family offices with guest Steve Ivacko, a partner at MNP Family Office Services. Steve, with nearly 20 years of experience, explains the structure and benefits of single-family and multi-family offices. He highlights the services offered and clarifies that family offices are not just for the ultra-wealthy but for any family with complex financial and personal needs. The episode also covers the costs, trends, and future of family offices, emphasizing the importance of both technical and family support.

Holiday Message from Heritage Trust

​

As a lawyer who’s practiced wills & estates & family law for many years, my unsolicited advice on having a happier holiday is to lower your expectations!

It’s a stressful time of year.

Money is tight for many, if not most of us.

Traffic will be terrible.

You’ll probably eat too much.

Someone will behave badly, maybe even you.

And just like the world itself, there is joy and beauty to the season, but it’s also often brutal, confusing and tragic.

A clear-eyed person accepts the true complexity and messiness of the human condition. At the end of the day, we’re all just doing the best we can to live in a chaotic and unpredictable world. Expect it to at least partially suck & it probably will - not just for you but for many of us, in multi-faceted ways.

And then, the glimmers of light and magic, if we’re lucky enough for them to appear, will be that much more noticed and appreciated.

So here’s wishing you and your people a so-so holiday.

Here are some ways you can work with us: ​Book a free consultation with Heritage Trust. Download our free checklist “Essential Steps for Estate Planning.” Purchase our course "The Estate Organizer for Canadians." ​ Follow us on social: ​​​​

​

Suite 220, 545 Clyde Avenue, West Vancouver, BC V7T 1C5
​Unsubscribe · Preferences​