Your Estate Matters
Episode 14 - Understanding Family Office Essentials for Lasting Success with Steve Ivacko
13 Dec 2024
In this week's episode, Nicole and Greg discuss family offices with guest Steve Ivacko, a partner at MNP Family Office Services. Steve, with nearly 20 years of experience, explains the structure and benefits of single-family and multi-family offices. He highlights the services offered, such as transition, mapping, and administrative support, and clarifies that family offices are not just for the ultra-wealthy but for any family with complex financial and personal needs. The episode also covers the costs, trends, and future of family offices, emphasizing the importance of both technical and emotional support.--Follow Steve Ivacko:Website - https://www.mnp.ca/enLinkedIn - https://www.linkedin.com/in/steveivacko/?originalSubdomain=caFollow Heritage Trust:Instagram - https://www.instagram.com/heritagetrustbc/Website - https://heritagetrustcompany.ca/ Get the Essential Estate Planning Checklist for Canadians:https://www.estateclub.ca/estate-planning-checklist
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