Jul 8, 2025
We’re proud to share that our advisor, Paul Coleman, was featured in the July 2025 issue of Canadian Family Offices. In the article, “How Rich is UHNW? We Asked 15 Advisors to Put Their Sorting Hats On,” Paul offered his perspective on how wealth is defined in the family office space.
Rather than focusing solely on liquid or investable assets—common in traditional wealth management—Paul emphasized a more holistic view of wealth under the term “family enterprise.” His definition includes not just financial assets, but also operating businesses, real estate, philanthropy, heirloom assets, deferred assets, and non-financial capital such as human potential and legacy.
Paul’s insight reflects our firm’s broader philosophy: wealth is not just about numbers, but about the values, assets, and people that make up the entire family enterprise.
To read the article in full, visit: https://canadianfamilyoffices.com/wealth/how-rich-is-uhnw-we-asked-15-advisors-to-put-their-sorting-hats-on/