Our experience guiding the next generation to effectively shoulder tomorrow’s financial responsibilities helps to relieve you of the burden of managing expectations and helps to ensure that your legacy is fulfilled.

Helping families communicate more effectively and achieve their potential

Family Governance Whitepaper: Our FEA training helps bring guidance and expertise to professionalize governance and build understanding, awareness and preparedness with the next generation to create a pathway towards a successful transition. Click on the above link to access the Credit Suisse whitepaper which does an impressive job of highlighting many of the governance structures available and how they help professionalize and improve communication and trust.

We continually build our network of experts to meet the evolving needs of affluent families. A new addition, and one that is proving invaluable to improve family communication and harmony, is a methodology that helps parents tap into each child’s unique way of communicating and behaviours. This methodology can help improve overall communication within the family and gives parents special tools to help guide their children to become aware of their talents, gain a better understanding of how to create their own solutions, kindle leadership skills and reduce stress.

Family Governance & Enterprise Articles

Family Business Chronicles

Meet the team