Insights

Periodic insights from our Investment and Private Client Teams on a broad range of investment and advice-related topics

Family Office 

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.

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 […]

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 – […]

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 […]

Financial Literacy and the Next Generation

No matter the size of the portfolio or the age of their children, many of our clients are wondering how to raise their kids with the skills and knowledge they need to be financially competent. […]

Alternative Asset Investment Strategies – An Important Source of Diversification in an Evolving Market

Introduction After a 30-year bull market in bonds and a strong, multi-year recovery in equities following the global Great Recession of 2008-09, investors wonder what lies ahead for financial markets.  Since 2009, U.S. financial markets […]

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