The Family Office Insider
The Family Office Insider
Podcast Description
Are you a successful family looking to make smarter financial decisions and maximize your life’s work? At Three60 Wealth, a trusted Family Office in Calgary for over 15 years, we’ve helped families like yours navigate wealth, investments, and financial planning.Now, we’re bringing that expertise straight to you! Each episode, we’ll break down key financial topics, answer common questions, and share insights that can help you take control of your financial future.Whether you're looking for strategies to grow your wealth, preserve your legacy, or make informed financial choices, this podcast is for you.Hit follow and join us on this journey—because your financial future deserves a 360-degree approach.
Podcast Insights
Content Themes
The podcast explores key financial topics including legacy planning, investment strategies, and wealth management challenges faced by affluent families, with episodes like How Much is Too Much to Leave Your Children and Tax Implications When Gifting a Property to a Child, aiming to provide actionable insights for listeners.
Are you a successful family looking to make smarter financial decisions and maximize your life’s work? At Three60 Wealth, a trusted Family Office in Calgary for over 15 years, we’ve helped families like yours navigate wealth, investments, and financial planning.
Now, we’re bringing that expertise straight to you! Each episode, we’ll break down key financial topics, answer common questions, and share insights that can help you take control of your financial future.
Whether you're looking for strategies to grow your wealth, preserve your legacy, or make informed financial choices, this podcast is for you.
Hit follow and join us on this journey—because your financial future deserves a 360-degree approach.
Many families believe that adding a child to the title of a family cabin is a simple way to avoid probate and reduce taxes. Unfortunately, this strategy often creates more problems than it solves.
In this episode, Jason Nagel breaks down why adding a child as a joint owner of your family cabin can trigger unexpected capital gains taxes, misuse your principal residence exemption, expose the property to your child’s creditors, and disrupt your estate plan altogether.
You’ll learn:
- Why adding a child to title can create an immediate tax liability
- The hidden creditor and divorce risks many families overlook
- Why your will may no longer work the way you expect
If you own recreational property or are thinking about passing assets to the next generation, this episode highlights why proper tax and estate planning is essential before making any ownership changes.
Learn more about our Family Office approach at:
https://three60wealth.ca/family-office/
Follow Family Office Insider for practical planning insights designed to help business owners and families protect what they’ve built.
Disclaimer
This podcast’s information is provided for general reference and was obtained from publicly accessible sources. The Podcast Collaborative neither produces nor verifies the content, accuracy, or suitability of this podcast. Views and opinions belong solely to the podcast creators and guests.
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