by Kelly Zwartouw | Nov 9, 2020 | Wealth, Health & Kids
KJ Harrison is committed to helping the next generation of investors, and supporting their parents and grandparents in the quest to see their offspring financially secure as they enter adulthood and beyond. Here, Portfolio Managers Philip Lieberman and Mike Jaczko...
by Kelly Zwartouw | Jun 1, 2020 | Featured Insights, Family Office , Wealth, Health & Kids
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...
by Kelly Zwartouw | Mar 5, 2020 | Wealth, Health & Kids, Women & Wealth, Media
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 Gary, she was a 60-something widow with a five-bedroom...
by Kelly Zwartouw | Feb 24, 2020 | Featured Insights, Markets & Economy, Wealth, Health & Kids
KJ Harrison’s Chief Investment Officer, Peter Barlas, explains the importance of a ‘barbell’ approach to investing when faced with unpredictable ‘black swan...
by Kelly Zwartouw | Feb 7, 2020 | Family Office , Wealth, Health & Kids, Retirement Planning
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 KJ Harrison does. Offering a...
by Kelly Zwartouw | Feb 7, 2020 | Featured Insights, Wealth, Health & Kids
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 clients with that question on their...
