Wealth, Health & Kids

Family Business Succession

Philip Lieberman, Partner & Portfolio Manager at KJ Harrison, draws on over 25 years of experience advising family enterprises to outline his top tips for creating a realistic and workable family business succession plan.

Why you need a co-habitation or marriage contract the second-time around

Divorce Magazine, March 3, 2020 – by Sarah Bull, Partner & Portfolio Manager at KJ Harrison. Second times a charm: Why you need a co-habitation or marriage contract the second time around When Rose met […]

Black Swan Events

KJ Harrison’s Chief Investment Officer, Peter Barlas, explains the importance of a ‘barbell’ approach to investing when faced with unpredictable ‘black swan events’.

Q&A with CEO, Joel Clark, and Chief Investment Officer, Peter Barlas

A unique approach to strategic wealth management: a conversation with KJ Harrison CEO Joel Clark and Chief Investment Officer Peter Barlas Many investment firms offer services to high-net-worth clients, but few take the holistic approach […]

Helping your child purchase a home? Know your options

By Sarah Bull, Partner & Portfolio Manager at KJ Harrison & Philip Lieberman, Partner & Portfolio Manager at KJ Harrison As a financial management adviser to high-net-worth individuals and families, we see more and more […]

Protecting Yourself From Cyber Crime

Crime is a lot like a beach-ball in a swimming pool. You can push it down to the bottom, but it will slip through your hands and resurface somewhere else. Street crime is falling – […]

What a Trojan Horse Can Teach us About Planning and Strategy

Working with several high net worth individuals across the country, we at KJ Harrison Investors have come to understand and appreciate the many complexities associated with wealth, and the important role that having a solid […]

How to Prepare your Finances for the Three D’s – Death, Divorce and Disability

Each year, we head to the doctor for our annual check-up. That appointment is a chance to catch potential problems early, so you and your doctor can figure out how to ward them off and […]

Navigating Today’s Technological Landscape

ʺAs we look ahead into the next century, leaders will be those who empower others.ʺ – Bill Gates Tech Trends are Shaping Everything Not so long ago, much of the excitement that came along with travelling […]

KJH Managing Risk: Cyber Security and Technology Panel

On May 31, 2017, KJH hosted our KJH Managing Risk: Cyber Security and Technology Panel with several cyber security experts from the legal, technical and law-enforcement worlds. Offering an overview of the cyber security landscape and […]