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Family Office – Succession Services

Ensure your legacy thrives for generations with a comprehensive strategy.

Set the course for your business, your wealth, and your family with an informed roadmap.

Create a plan to support a smooth transition and secure the future of both your family and your business.

MNP British Columbia

Family Office Services

Our Family Office Services team works with you to navigate key decisions and milestones for both your family and your business. We’ll support you throughout every stage of your journey — from the start of your business to after you exit.

Our advisors help identify issues and opportunities and secure alignment around values and goals in all aspects of your life, your wealth, and your business. We can help develop a roadmap to maximize and organize your wealth, simplify your life, and guide you down a path to reach your family and business goals.

Transition management and family legacy planning can help set your next generation up for success when you’re ready to move on to what’s next. Our team can help you navigate complex family dynamics, understand your options, and make informed decisions to achieve your goals.

You’ve worked hard to secure a comfortable lifestyle for you and your family. Now’s the time to ensure you can enjoy it.

 

MNP succession checklist

You need a comprehensive succession plan to get the most out of your business. Understanding how to maximize the value of your business when you retire and smoothly transition your business to the next generation can help ensure peace of mind. This checklist will help you secure the future you’ve worked so hard for. Download our succession checklist to ensure your exit is as successful as your business.

Get the checklist

How can we help:

  • Accounting and Compliance
  • Tax
  • Succession Planning
  • Employee Share Ownership Planning
  • Estate Planning
  • Private Foundations
  • Financial Modeling
  • Selling your Business
  • Performance Improvement
  • Structuring your Real Estate Investments
  • Due Diligence for Business Acquisitions
  • Corporate Re-Organizations
  • Tax Planning & Compliance
  • Family Governance
  • Wealth Strategy
  • Philanthropy
  • Business Valuations

 

Receive a Free 30-Minute Business Consultation

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Advice for your Family Business

Learn how to make the most of your family business throughout every stage of its lifecycle. 

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Thoughtful Succession Planning Ensures Protection Against Unexpected Events 

A successful business exit requires you to plan ahead and be flexible. Learn the key areas to consider in this article. 

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Family Office Playbook

 Discover insights to help you navigate the complexities of your family and your business. 

Succession Service Insights

Contact Our British Columbia Succession Team Leaders

Kerry Smith CPA, CA, TEP

National Leader, Family Office Services

Wayne Lenihan CPA, CA

Lower Mainland Leader, Succession Services

Geoff McIntyre CPA, CA

Partner, Business Advisory Services

Erin Reimer CPA, CA

Partner, Private Enterprise

MNP coffee mug

Our commitment to you

The day-to-day responsibilities of managing a successful organization can hold you back from developing a thorough strategy. Exiting a business is a process, not an event, and the right opportunity can come up on you unexpectedly. With a proper plan, you’re ready to take advantage.

Building the right succession strategy requires clear goals and thorough planning. Our team brings deep experience to help you create a plan that works for your situation. Let’s get started.

Contact a member of MNP’s Succession Services team today.