multi-family office Archives - Page 2 of 3 - Calgary Family Office & Fee-For-Service Financial Planning

A Crucial Element For Calgary Business Owners

August 19, 2025

In the dynamic business landscape of Calgary, strategic financial decisions can make all the difference for entrepreneurs seeking to optimize their profits and minimize tax burdens. At Three60 Wealth, we understand the pivotal role that a well thought-out corporate structure plays in tax planning for business owners. In this article, we explore three key aspects that highlight the benefits of a proactive approach, the strategic use of holding companies and trusts, and the importance of using professional advisors to navigate the intricate tax laws established by the CRA.

Family Office

Why Business Owners Should Be Cautious About Life Insurance Pitches

July 11, 2025

If you’re a successful Canadian business owner, you’ve likely been pitched corporate-owned life insurance multiple times, maybe even this week. Scroll through Facebook, Instagram, or TikTok, and you’ll see advisors promoting overfunded life insurance as the ultimate tax-free retirement solution. The promise? Your money grows tax-free, comes out tax-free, and solves all your financial planning needs.

Senior couple at home with many bills. Worried Mature Couple Checking Finances And Going Through Bills Together. Shot of a senior couple working on their finances using a laptop.

Family Office

Navigating Wealth After Loss: How Three60’s Family Office Can Help You Take Control

July 02, 2025

Losing a spouse is not only an emotional transition but also a financial one. If your late spouse managed your family’s financial affairs, you may now find yourself responsible for significant wealth, without the experience or confidence to make informed decisions. You don’t have to face this challenge alone.

Family Office

How Much Is Your Financial Advisor Costing You?

May 30, 2025

When most people think about the cost of a financial advisor, they focus on fees. But there’s a hidden cost that’s often far greater, the cost of missed opportunities, avoidable taxes, and lack of proactive planning.

Senior couple building that relationship with a financial planner. Trust takes time to establish, and starting early ensures you’ll have the support you need when it matters most.

Family Office

When One Spouse Manages the Finance

January 30, 2025

It’s a scenario we encounter often: one spouse takes charge of the finances while the other stays in the background, trusting everything is under control. This arrangement works, until it doesn’t.

Family Office

Three60’s Family Office: Your “Easy Button”

January 06, 2025

For years, the financial industry has focused on investment management and tax strategies as the primary role of an advisor. While these are important, they often miss the deeper concerns families share with us: “How do I manage the complexities of all my financial decisions?” and “Who will guide my family if I’m no longer here?”

Tagmulti-family office

A Crucial Element For Calgary Business Owners

Why Business Owners Should Be Cautious About Life Insurance Pitches

Navigating Wealth After Loss: How Three60’s Family Office Can Help You Take Control

How Much Is Your Financial Advisor Costing You?

When One Spouse Manages the Finance

Three60’s Family Office: Your “Easy Button”

^Tagmulti-family office