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CIBC Private Wealth Management, CIBC Wood Gundy
Schmidt Family Office
CIBC Private Wealth Management, CIBC Wood Gundy
Schmidt Family Office
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Media

Media

Wealth disclosure to children

Top concerns of family office clients: wealth disclosure to children

Article

December 03, 2021

Hear from Marvin Schmidt on some of the best practices to facilitate family discussions that prepare children for the unique complexities family wealth presents. “A family wealth discussion means dif...

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Wealth Professional logo

The gifting considerations of Canadian ultra-high-net-worth families

Article

July 28, 2021

The practical and emotional considerations of financial gifting to family and friends in a way that means it is received and realized as the gift that it is intended to be are explored by Marvin J. Sc...

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Family at dinner table

Family reputation is everything: How to keep yours intact

Interview

July 27, 2021

Marvin J. Schmidt speaks with Kira Vermond for Canadian Family Offices and contributes to the conversation on the steps families can take to manage their reputation. Marvin suggests that it is imperat...

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Canadian Family Offices logo

Burgeoning wealth leads to growth of family offices in Canada

Interview

July 23, 2021

In discussion with Kira Vermond of Canadian Family Offices, Marvin J. Schmidt is asked for his insights on the growth of the family office industry in Canada. Today, awareness is increasing as Canada’...

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Philanthropic concerns of client families

How to be a philanthropist extraordinaire

Interview

July 22, 2021

As a top concern of multi-family office clients, Marvin J. Schmidt is used to addressing philanthropic concerns of client families.  Marvin shares his thoughts on the role of philanthropy in the famil...

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Wealth professional logo

Top concerns of multi-family office clients

Article

June 16, 2021

From gifting, philanthropy or legacy concerns, to considerations surrounding discussing their family’s wealth with their children, or the unique issues that family enterprises present, Marvin J. Schmi...

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Advisors confer on client service

The multi-family office: Services and expertise

Article

June 09, 2021

The unique combination of services and expertise at play in a multi-family office that support the all-encompassing success of their clients is explored by Marvin J. Schmidt in his article for Wealth ...

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Wealth Professional logo

The multi-family office: Structure to support success

Article

April 28, 2021

For those considering a family office, Marvin J. Schmidt proposes that when multi-family offices are structured to support this objective and strike the right balance between serving multiple clients ...

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Marvin interviewed on WP

Family Office: 3 Big Questions

Interview

March 18, 2021

As part of their "3 Big Questions" series, Marvin J. Schmidt speaks with Darren Matte of Wealth Professionals Canada on the topic of the family office industry.  In this 5 minute interview, Marvin and...

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"CIBC Private Wealth" consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. ("CAM"); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. ("WMI"). CIBC Private Banking provides solutions from CIBC Investor Services Inc. ("ISI"), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.

CIBC Private Wealth Services are available to qualified individuals. The CIBC logo and "CIBC Private Wealth" are trademarks of CIBC, used under license.

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.