Episode 4 – How a Family Office Gives Your Time Back
08/21/24 • 15 min
On episode 4 of the Our Family Office podcast, host Adam Fisch speaks with Our Family Office Co-Founder and CIO Neil Nisker about family administration. They address the ways in which administrative responsibilities fit into broader family office services, and the privilege enjoyed by wealthy families to be selective about how they spend their time.
For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at [email protected].
Disclosure: This podcast contains opinions and does not constitute the provision of investment, legal or tax advice to any person.
On episode 4 of the Our Family Office podcast, host Adam Fisch speaks with Our Family Office Co-Founder and CIO Neil Nisker about family administration. They address the ways in which administrative responsibilities fit into broader family office services, and the privilege enjoyed by wealthy families to be selective about how they spend their time.
For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at [email protected].
Disclosure: This podcast contains opinions and does not constitute the provision of investment, legal or tax advice to any person.
Previous Episode
Episode 3 – How Strategic Philanthropy Helps Wealthy Families Thrive
On episode 3 of the Our Family Office podcast, host Adam Fisch sits down with fellow Client Advisor Connor Kelly to discuss philanthropy. Adam and Connor walk through the “capital pyramid” and what it means to engage in strategic philanthropy (maximizing personal impact, charitable impact, and tax efficiency). They also discuss the benefits for families in establishing family foundations, and the ways in which a foundation can pass on family values and build connection across generations.
For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at [email protected].
Disclosure: This podcast contains opinions and does not constitute the provision of investment, legal or tax advice to any person.
Next Episode
Episode 5 – Family Office Integration and Tax Planning
On episode 5 of the Our Family Office podcast, host Adam Fisch speaks with Our Family Office Managing Director of Tax Henry Shew to discuss tax. Adam and Henry distinguish between tax preparation and tax planning, and the benefits of family office integration in developing tax strategies. They offer examples of additional complication that naturally arises among the ultra-wealthy, and the considerations that are critical in providing holistic advice that meets the family’s financial and non-financial objectives.
For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at [email protected].
Disclosure: This podcast contains opinions and does not constitute the provision of investment, legal or tax advice to any person.
The Our Family Office Podcast - Episode 4 – How a Family Office Gives Your Time Back
Transcript
Welcome back to the Our Family Office podcast. Over the course of this season, we're exploring the areas of focus for a purpose built family office and the ways in which a family office can improve the lives and relationships of Canada's wealthiest families. On today's episode, we'll be discussing family administration, and I'm happy to be joined by our cofounder and chief investment officer, Neil Nisker. Neil, thanks for joining me.
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