Ownership – family who are not employees, my weekly perspective

As a family enterprise navigates it’s way through succession, there will be a time when a family owner no longer works for the business. This creates potential issues. The most obvious is the differences of view potentially between salaries to … Continue reading


Have you thought of these essential documents, best practices…? – my weekly perspective

As we end the year, this is a time for reflection and planning for the coming year. With some of the families with whom I work, often they try to address some of the more complicated aspects of succession (governance, … Continue reading

Does fair mean equal…my weekly perspective

This is the age old issue amongst family members that can tear a family apart.  It can start with Thanksgiving, carving out the perceived “best” pieces of the turkey and giving which child gets the best pieces.  Is the allocation … Continue reading

Your wealth – your say?? – my weekly perspective

You know how much hard work you had to exert to earn and accumulate your family’s wealth. How much do you “share” with your following generations and do you control how they spend what you do share with them? You … Continue reading

Aging care and POA’s – my weekly perspective.

What happens if you can no longer manage your personal and financial matters such as if you become sick? Have you thought of that situation arising? Contrast this with when you die? The clarity of who manages your estate is … Continue reading

Family vacays – my weekly perspective

Summer is the time for taking some rest, relaxation and sometimes seeking adventure. Having just returned from a 3 generation 10 day eastern Canada journey – I can now quietly reflect on the frenetic time together. This was a great … Continue reading