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Family Enterprise Services

Helping you build and protect your legacy

Your business is unique, and as a family enterprise, you measure success based on generations and values. From assessing the best charitable giving strategies to protecting and diversifying your family’s wealth, managing family cohesion and establishing appropriate governance, you face a wide range of unique challenges and demands. We get that your decisions are a very personal matter and aren’t always about business.  

A key concern at the heart of many of these issues is building and protecting your family’s legacy. This requires business owners like you to maintain an ongoing balance between making decisions in the best interests of your family and pursuing what matters most to the enterprise. As an important contributor to the Canadian economy, you’re looking for insights and solutions to help you manage both ownership and growth.

Built around you

With more than 170 years of experience in serving family enterprises like yours, our team of dedicated professionals brings deep knowledge and offers a wide range of services to help you grow your company today while protecting your wealth and supporting your legacy. We understand the challenges you face, but we also appreciate how your unique strengths as a family business are an integral part of your success.

No matter where you are on your business journey, we’re at your side to help you craft the right approach to addressing your needs across your business, including:

  • Continuity and succession planning

  • Defining purpose and values with a family charter

  • Tax and wealth planning

  • Family management and conflict management

  • Board composition and responsibilities

  • Digital strategy and transformation

  • Revenue models and efficiency improvements

  • Financing and deal opportunities

  • Family and business governance

The Owner’s Agenda for your family business

At PwC, we’re dedicated to understanding what matters most to you and your business. We call our approach “The Owner’s Agenda”. This framework is designed to assist you in developing both your ownership and business strategies in a consistent and integrated way, reflecting that you sit at the heart of each of them, and that your agenda encompasses both.

No matter where you are on your business journey, your PwC team is at your side translating our unique vantage point and perspective into real insights that can help you succeed. Together, we can find new opportunities, and shape the future of your business. We’re built around you.

Governance Wealth Purpose and Values Continuity Manage Ownership Deals and Growth Strategy and Transformation Profitability Risk andRegulatory Talent Ownership and Stakeholders Capital Manage Business


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Contact us

Sabrina Fitzgerald

Sabrina Fitzgerald

National Leader for Private Clients, PwC Canada

Tel: +1 613 755 5904