Protecting Family Wealth

Family harmony should not be a casualty of significant wealth. Family is never far from your thoughts or ours and family harmony should not be a casualty of significant wealth.

Slater Financial – Protecting Family Wealth

I've been in the business since 1995 and I built relationships with experts that share my views. We take the time to understand your unique needs. We stay ahead of the curve in terms of our education in our respective fields. Our role is to help navigate when things become too burdensome and too big for you to handle. Our wealth plan helps address those issues and work through the financial blueprint to create the proper legacy that you would like to leave with your family.

To me, family is the most important thing in my life. We have four kids. My wife's sister has five kids and my brother has two. And we all live within five minutes of each other. So when we have get togethers, it's a big, big family. I feel honored and privileged that I get to work with families in my day to day business.

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

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