At Strategos, we think of estate planning as a landscape. Some families stick to the well-paved roads of simplicity. Others blaze a trail into more complex territory. And in between? That’s where the terrain gets rugged — full of potential, but also full of risk if you're not prepared.

Welcome to the club of accidental millionaires — regular people who bought a home, paid down the mortgage, maybe updated a bathroom or two… and woke up one day to realize their house had become their biggest asset.

Great families don’t just plan for retirement — they plan for generations. Here’s how to evolve your structures from startup to legacy.

What if your family could invest in each other — funding dreams, not just distributions? That’s the promise of the Family Bank.

The strongest families don’t just share wealth — they share ways of being together. Here’s how rituals and soft governance create lasting bonds.

The hardest part of succession isn’t the technical planning — it’s stepping back so others can step forward. Advisors can help.

elling a business isn’t just a transaction — it’s a transition. And if you’re like most owners, your business represents years of hard work, personal sacrifice, and risk-taking. When the time comes to step away, the goal is simple: capture the full value of what you’ve built.

So here’s to the ones with dust on their boots. The ones building beyond their own timeline. The ones planning for a business they might not run, but deeply care about.

The economy is unpredictable, and headlines about trade wars, inflation, and market volatility can feel overwhelming. While these...

Overcome perfectionism in succession planning: Make confident decisions, move forward, and ensure business continuity without delays.

Discover the Diderot Effect: how one purchase triggers a chain of spending, inflating budgets. Learn tips to spot and control this cycle for

Life is inherently complex, demanding a balance across multiple dimensions while grappling with factors that range from those we can control

A statement of financial purpose is more than a collection of goals or financial targets. It’s the overarching mission guiding every decisio

Recent changes to Nova Scotia’s pension rules provide new flexibility for those nearing or in retirement, introducing a one-time unlocking o

When it comes to financial planning, it’s easy to think that big, bold moves are the key to success—landing the perfect investment or...

The evidence is compelling: for most investors, the best course of action is to keep it simple, stay disciplined, and focus on the long term

Financial planning doesn’t have to be complicated

Introduction So, your investments have skyrocketed, and you're feeling like the next Warren Buffett. Congratulations! It's a fantastic...

In the world of business and finance, we often encounter two types of professionals: problem solvers and problem stretchers....

In the diverse world of investment, be it in stocks, businesses, real estate, or other ventures, a simple saying often resonates: "There...