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.
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