President
CurrentCreating successful transition and continuity planning by protecting and enhancing family unity and wealth. Bringing a “soft” and “hard”, or “relational” and “financial / structural”, perspective to our engagements, we work on: (i) supporting and enhancing the individuals in the family and business system; and (ii) supporting these relational and behavioural changes with the introduction of appropriate structures and processes in each aspect of the harmonized system (family, ownership and… Show more Creating successful transition and continuity planning by protecting and enhancing family unity and wealth. Bringing a “soft” and “hard”, or “relational” and “financial / structural”, perspective to our engagements, we work on: (i) supporting and enhancing the individuals in the family and business system; and (ii) supporting these relational and behavioural changes with the introduction of appropriate structures and processes in each aspect of the harmonized system (family, ownership and business). It is deep within the behaviour of the individuals and the group together that solutions like, but behavioural solutions alone will not get each generation to their respective goals.Understanding the array of skills necessary to help each generation to gain the capacity to reach these goals: leadership development, strategic planning, organizational development, effective decision-making, mediation, governance structures, family dynamics, business savvy, experiential education, coaching, and so on. All of this centres on capacity building and developing competencies that will directly support the family and business success. Show less