The Family Office Insider

In this episode, we unpack a critical distinction many successful families overlook: the difference between traditional financial advice and comprehensive financial planning. Jason shares a real client story; an entrepreneur who sold his business and was left stranded with a generic financial “plan” from a large institution that lacked follow-through and adaptability. His situation highlights why...

There’s a big difference between getting financial advice and having a true financial plan , and many successful families don’t realize they’re only getting the former. In this episode, Jason Nagel shares a real-world story of a business owner who learned that difference the hard (and costly) way, missing out on $500,000 in tax savings simply because no one had done proper planning. If you're...

In this episode, we tackle an important question that many Canadians haven’t thought to ask: What’s the real cost of your financial advisor? And we’re not just talking about fees, we’re talking about missed opportunities, unnecessary taxes, and the difference between reactive financial advice and proactive, holistic financial planning . Jason Nagel breaks down how to tell the difference between th...

In this episode of the Family Office Insider podcast, Jason Nagel discusses a critical but often overlooked part of estate planning: preparing your children to responsibly manage the wealth they will eventually inherit. Jason shares practical strategies high-net-worth families can use to educate their kids about money management, taxes, investments, and working with professional advisors. He also...

Should You Gift Assets to Your Children Now or Later? Family Office Insider Podcast | Hosted by Jason Nagel In this episode of the Family Office Insider Podcast , Jason Nagel explores a question that many parents face: Should you gift assets to your children while you're still alive, or wait until your passing? Jason breaks down the key considerations behind both strategies, including: The emo...

In this episode of the Family Office Insider , Jason Nagel dives into one of the most cherished yet complex estate planning topics: how to keep the family cabin or cottage in the family for generations to come . With spring in the air and families getting ready to head back to their seasonal retreats, now is the perfect time to start thinking about how to create a clear, effective plan to avoid fu...

Estate planning is more than just drafting a will, it's about ensuring your wealth is protected and transferred efficiently. In this episode of The Family Office Insider Podcast , Jason Nagel breaks down five common estate planning mistakes that could cost your family time, money, and unnecessary stress. From choosing the right lawyer to understanding tax implications, Jason shares expert insi...

The Use of a Child’s Trust in Estate Planning | Family Office Insider Podcast In this episode of the Family Office Insider Podcast , Jason Nagel explores the use of a child’s trust as a powerful estate planning tool. Traditional estate plans often distribute assets to children at set ages, but this approach can leave inheritances vulnerable to lawsuits, divorces, and unintended beneficiaries. A ch...

Estate Planning with Spousal Trusts | Family Office Insider In this episode of Family Office Insider , Jason Nagel explores the powerful estate planning tool of spousal trusts, particularly in the context of blended families. When individuals with children from previous relationships remarry, ensuring financial security for both their spouse and their children can be complex. A spousal trust provi...

Trusts & Estate Planning: What You Need to Know In this episode of the Family Office Insider Podcast , Jason Nagel, founder of Three60 Wealth, dives into the complexities of estate planning for families with a family trust. He explains why assets held within a trust are not governed by a will and highlights the importance of appointing the right trustees and creating a letter of wishes to guid...

How Much is Too Much to Leave Behind for Your Children? How much wealth should you pass on to your children? It’s a question many affluent families grapple with, and the answer isn’t one-size-fits-all. In this episode, Jason Nagel, founder of Three60 Wealth, explores the balance between leaving a meaningful inheritance and ensuring it has a positive impact. He discusses how family values, your chi...

Join Jason Nagel , founder of Three60 Wealth, a Calgary-based family office, as he delves into the critical financial topics that impact successful families and business owners. In each episode of Family Office Insider , Jason shares expert insights on wealth management, estate planning, investment strategies, and the unique challenges high-net-worth families face. In this episode, Jason explores...

In todays episode, we are discussing the tax implications that could arise should a parent decide to gift a property to their child. It is important to consider the tax implications when transferring property or other assets to a child.

Many people assume investment planning and financial planning are the same, but they serve distinct purposes in building long-term financial success. In this episode, I break down the key differences between the two, why each is essential, and how understanding them can help you make more informed decisions about your wealth. Whether you're looking to grow your investments or create a comprehe...

In 2010, after a decade in the financial industry following the traditional approach to wealth management, I knew there had to be a better way to serve clients. That realization led me to break away from the conventional model and create Three60 Wealth—a firm built on proactive, holistic planning tailored to the needs of successful families and business owners. Now, 15 years later, Three60 Wealth...

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 sha...