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      Bringing Peace of Mind Through Investments That Stand the Test of Time.

      SANDSTONE Asset Management specializes in discretionary investment services for high-net-worth entrepreneurs, families (including their estates and trusts), and foundations. But we don’t just manage wealth — we cultivate it, supporting clients at every stage. From growing and protecting assets to fulfilling philanthropic purposes, our team walks alongside clients to steward legacies that span generations.

      LATEST COMMENTARY

      Diversification, Dollar Direction, and Discipline

      June 30, 2025 - 13:56 minutes

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      OUR INSIGHTS

      Investments

      DON'T LOOK BACK; YOU'RE NOT GOING THAT WAY

      MARKET COMMENTARY: TARIFFS TURMOIL

      Given the recent tariff-driven market mayhem, we wanted to take a moment to share our take on what's happening, how we're positioned, and where we’re headed.

      Planning Tax

      “ONE BIG BEAUTIFUL BILL” COULD TRIGGER MAJOR CHANGES IN CROSS-BORDER TAXATION

      As the U.S. continues to grapple with fiscal pressures, the Trump administration’s sweeping tax and spending package, dubbed the “One Big Beautiful Bill Act,” has cleared the House of Representatives

      Planning

      RRIF 25% MINIMUM REDUCTION ON THE TABLE: WHY WAITING TO WITHDRAW COULD BE A SMART MOVE

      In the lead-up to the federal election — and amid market volatility driven by ongoing trade tensions — the Liberal government proposed a temporary 25% reduction in the minimum required withdrawals

      “The bottom is the day before the recovery begins. Thus, it's absolutely impossible to know when the bottom has been reached...ever. We buy when we can access value cheap.”

      Howard Marks

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      Markets are uncertain.

      Your strategy shouldn't be.

       

      Find confidence during confusing times by meeting with one of our wealth professionals.  

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