Canadian Family Offices recently released its Outlook 2026 feature on how family office leaders are navigating volatility, complexity, and change.

In the article, Krista Kerr, CEO of Kerr Financial Group, shares her perspective alongside other Canadian family office executives on what wealthy families are focused on as they look ahead to 2026.

Krista notes that minimizing taxes and dealing with rising deficit levels remain top-of-mind for many of the business owners and families we work with. At the same time, families are increasingly dealing with cross-border lives, changing geopolitics, and evolving tax rules, and they want support in navigating that complexity.

The article highlights several key themes that align closely with our work at Kerr Financial Group:

  • The backdrop of volatility and uncertainty, and the need to stay disciplined rather than reacting to every headline.
  • Greater interest in private markets and alternatives, balanced against liquidity needs and careful due diligence.
  • The importance of diversification and quality in portfolios, even when that means giving up some short-term return.
  • A growing focus on AI and cybersecurity, both for investment opportunities and for protecting client information and systems.
  • The continued evolution of Canada’s family office sector, including more collaboration between multi-family offices and single-family offices, and a wider range of service models for families.

Krista also underscores how important it is for firms to be thoughtful about their positioning as the industry matures:
“It is great to see an increased awareness and maturity of the industry, but firms need to be clear on what makes them unique.”

For us, that means bringing together tax, financial planning, investment management, accounting, and family governance in an integrated way, so families have a coordinated view of their structure, their planning, and their long-term objectives.

If you would like to read the full conversation, you can find the article on Canadian Family Offices here:

Outlook 2026: Family office CEOs find themselves ‘at the intersection of patience and change’ – Canadian Family Offices

Categories: Blog, Kerr in the Media
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