Wise Families Plan for All Possibilities
By Adrian C. Spitters, CFP® and Peter J. Merrick, TEP® This analysis is part of an ongoing series of long-form investigations published through The Merrick Spitters Reset Report™, examining long-duration wealth stewardship, financial organization, governance continuity, and the broader structural forces increasingly shaping modern financial planning discussions.
The Structural Fragility Hidden Beneath Modern Wealth
Why Many Families Are Reassessing Wealth Coordination In A Changing Financial Environment By Adrian C. Spitters, FCSI® and Peter J. Merrick, TEP® This analysis forms part of the ongoing trilogy published through The Merrick Spitters Reset Report™, alongside the articles The Tax Trap Inside Appreciated Portfolios and Selling The Asset Was Only Step One. Together, […]
Selling The Asset Was Only Step One
Why many investors discover the real challenge begins after the property sale, business exit, or portfolio liquidation occurs. By Adrian C. Spitters, FCSI® and Peter J. Merrick, TEP® This analysis is part of an ongoing series of long-form investigations published in The Merrick Spitters Reset Report™ that examine long-term developments affecting property rights, governance systems, […]
The Tax Trap Inside Appreciated Portfolios
Why Unrealized Gains, Concentrated Assets, And Fragmented Financial Structures May Quietly Limit Long-Term Flexibility By Adrian C. Spitters, FCSI® and Peter J. Merrick, TEP® This analysis is part of an ongoing series of long-form investigations published in The Merrick Spitters Reset Report™ that examine long-term developments affecting property rights, governance systems, and financial architecture.
The Next Stage Of Ownership
Why Some Investors Are Repositioning Capital Toward Income-Producing Multifamily Real Estate And Gold By Adrian C. Spitters, FCSI® and Peter J. Merrick, TEP® This analysis is part of an ongoing series of long-form investigations published in The Merrick Spitters Reset Report™ that examine long-term developments affecting property rights, governance systems, and financial architecture.
What Happens When You Sell?
By Adrian C. Spitters, FCSI® and Peter J. Merrick, TEP® This analysis is part of an ongoing series of long-form investigations published in The Merrick Spitters Reset Report™ that examine long-term developments affecting property rights, governance systems, and financial architecture.
The Ownership Crisis Nobody Wants To Talk About
By Adrian C. Spitters, FCSI® and Peter J. Merrick, TEP® This analysis is part of an ongoing series of long-form investigations published in The Merrick Spitters Reset Report™ that examine long-term developments affecting property rights, governance systems, and financial architecture.
Ownership, Confidence, And The Future Of Property Rights
By Adrian C. Spitters, FCSI® and Peter J. Merrick, TEP® This article is part of an ongoing series published through The Merrick Spitters Reset Report™ examining long-term developments affecting property rights, financial systems, and wealth preservation. While the events discussed here are unfolding in British Columbia, Canada, the broader questions surrounding ownership, governance, legal precedent, […]
The Perfect Storm Forming Around British Columbia Real Estate
By Adrian C. Spitters, FCSI® and Peter J. Merrick, TEP® This article is part of an ongoing series published through The Merrick Spitters Reset Report™ examining long-term developments affecting property rights, financial systems, and wealth preservation.
The Ownership Stewardship Framework™
By Adrian C. Spitters, FCSI® and Peter J. Merrick, TEP® This article is part of an ongoing series published through The Merrick Spitters Reset Report™ examining long-term developments affecting property rights, financial systems, and wealth preservation.
What Families Often Discover Too Late About Their Financial Structure
Many households believe their financial affairs are coordinated until stress exposes gaps no one realized existed. By Adrian C. Spitters, CFP® and Peter J. Merrick, TEP® This article is part of an ongoing series published in The Merrick Spitters Reset Report™ exploring how families often discover hidden weaknesses inside their financial structure only after periods […]
The Missing Layer In Modern Wealth Planning
Why investment performance alone may no longer be enough to protect family wealth during increasingly complex financial conditions. By Adrian C. Spitters, CFP® and Peter J. Merrick, TEP® This analysis is part of an ongoing series published in The Merrick Spitters Reset Report™, exploring how modern wealth stewardship increasingly depends upon coordination, governance, continuity, and […]