single-family office Archives - Page 3 of 4 - Calgary Family Office & Fee-For-Service Financial Planning

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?”

Family Office

Retirement Planning – Where Is Your Sherpa?

October 30, 2024

Having a financial plan before retirement brings peace of mind by helping you understand the steps needed to achieve your goals. However, retirement planning isn’t a one-time task—it’s an ongoing process. A “set-it-and-forget-it” approach rarely leads to success.

Adult man and female family member learning so they can make better financial decisions.

Family Office

The Importance of Family Engagement

October 30, 2024

Ultimately, family engagement ensures that wealth management becomes a collective journey, rather than an individual responsibility borne by a few members. By combining education with structured collaboration, Three60 supports the family’s vision of sustainable and meaningful wealth, ensuring that both the legacy and relationships within the family endure for generations to come.

An aerial view of a highway in valley during sunrise in Kamloops, BC, Canada

Family Office

Structure, next generation pave road to success for B.C.-based Parker Family Foundation

September 25, 2024

With the right team at their side, Dale and Joan Parker can rest assured knowing that their family’s commitment to giving is just as sustainable as the environmental innovations they hope to foster. “[Philanthropy] is about up-front work, then thinking through you want to do,” he says. “Recognize that your goals will change, but it’s about having a stake in the ground to start with.”

Tagsingle-family office

How Much Is Your Financial Advisor Costing You?

When One Spouse Manages the Finance

Three60’s Family Office: Your “Easy Button”

Retirement Planning – Where Is Your Sherpa?

The Importance of Family Engagement

Structure, next generation pave road to success for B.C.-based Parker Family Foundation

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