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Resources


How Much is Enough?
This is a tool that I have developed to assist my clients as they are preparing their wills. The standard will states that in the event...

Patrick O'Connor
Nov 25, 2017


The Impact of Social Investing on the Next Generation
The concept of ‘social investing’ is not new. We have seen many versions of this over the years, starting with what was also called...

Patrick O'Connor
Nov 6, 2017


How to Prepare Children for Wealth
Many people that I work with feel that if they have a current will completed, their estate plan is organized. While having a current will...

Patrick O'Connor
Nov 6, 2017


Generational Conflict When Transitioning Leadership Roles
OVERVIEW Blackwood was engaged by the members of a second-generation enterprising family with G2 in-laws presiding over respective...

Team Blackwood
Oct 14, 2017


Taking the Time to Teach: Raising Healthy Children Amid Affluence
A year ago I wrote about the challenges of raising “financially fit kids” and suggested a book written by Lee Hausner as a great...

Patrick O'Connor
Oct 1, 2017


Are Millennials Willing?
There are many stereotypes about “millennials.” The rumour is that we’re narcissistic, irresponsible, and entitled. It can be a difficult...

Chelsea McKee-Trenchard
Sep 21, 2017
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