Our Family Office Inc.

10/21/2026

On the newest episode of the Our Family Office Inc. podcast, host Adam Fisch, JD, CFA speaks to Steve Legler, MBA, F.FEA, CPCC, an independent Family Legacy Coach with Blackwood Family Enterprise Services, about aging parents and sudden loss in wealthy families. They discuss how to prepare spouses and the next generation to take over decision-making after transitions, and why so many families postpone these important conversations.

In the clip below, Adam and Steve discuss the challenge founders sometimes face letting go of control.

Find it wherever you get your podcasts.
https://bit.ly/4v2SRSm

Thanks for listening!

10/19/2026

The Great Wealth Transfer is reshaping family finances as a new generation steps up as CFOs. Discover how this shift is influencing financial planning and inheritance strategies. https://ow.ly/TEZu50ZPaMu

As asset-rich baby boomers age, adult children take on the role of Family CFO long before they inherit — managing everything from finances to estate plans. Here are six steps to do it well.

10/16/2026

We were honoured to spend time with Michael Lee-Chin and his team last week.

Thank you for sharing your experience, insights, and perspective on long-term investing, business ownership, and capital allocation. Our investment leadership team left the discussion with plenty to reflect on and an even deeper appreciation for disciplined thinking and continuous learning.

10/16/2026

Our Co-Founder and CEO, Tim Cestnick, recently wrote a piece in The Globe and Mail titled "Year-end tax ideas to help you keep more of your investment earnings." https://bit.ly/4yoG0u7

10/14/2026

In this season of the Our Family Office podcast, we’re asking: Who needs a family office?

In the Season 3 premiere, host Adam Fisch sits down with Trevor Hunt, co-Chief Investment Officer of Our Family Office, to discuss entrepreneurs experiencing a liquidity event. They discuss the emotional fallout after selling a business, families navigating interdependent wealth, and the importance of passing on family values. Listen here: https://bit.ly/4zqQKZQ

Web: https://bit.ly/4v2SRSm
Spotify: https://bit.ly/4sUlJLE
Apple: https://apple.co/45jsyMs

10/13/2026

Explore the insights from our October 2026 Investment Perspectives. Discover trends, strategies, and expert analyses to enhance your financial journey. https://bit.ly/476zTQ1

10/09/2026

Our Co-Founder and CEO, Tim Cestnick, recently wrote a piece in The Globe and Mail titled "With fall in the air, investors need to start year-end tax planning." https://bit.ly/4i8J48G

10/08/2026

The new season of the Our Family Office Inc. podcast begins next week! This season, host Adam Fisch, JD, CFA is asking the question: who needs a family office? You’ll hear from experts inside our firm and our industry, discussing the unique ways that families acquire wealth, and how a family office can help them on their journey.

Thanks to our wonderful lineup of guests:
Trevor Hunt
Steve Legler, MBA, F.FEA, CPCC
Judi Cunningham
Tim Cestnick
Kelly Willis Green MBA, PCM
Richard Eisenbraun

Subscribe now!
Web: https://bit.ly/4glppjp
Spotify: https://bit.ly/46lwDkf
Apple: https://bit.ly/4gExBLZ

10/02/2026

We are pleased to announce that Trevor Hunt has been appointed Chief Investment Officer & Head of Strategic Growth at Our Family Office, joining Charlie Scharfe in leading our investment platform.

With more than 20 years of experience serving ultra-high-net-worth families, institutions, and foundations across North America and Europe, Trevor brings deep expertise and leadership to this role.

Trevor's appointment further strengthens our investment platform and positions our team well for the future.

Please join us in congratulating Trevor on his new role! https://bit.ly/4jrksqK

10/01/2026

Our Co-Founder and CEO, Tim Cestnick, recently wrote a piece in The Globe and Mail titled "Year-end is an opportunity for families to focus on tax savings." https://bit.ly/4xXLoUV