wooden figurines

An all-in-one advisor for your business

Insights to help you make the most of your family business throughout every stage of its lifecycle


You need a plan to ensure your business continues to create value. Here are insights you might find useful.

  • Family focus: The non-technical or family component of succession

    The best succession plans focus on the non-technical component such as family communication, family values, family dynamics and family expectations.

  • Looking beyond tax — planning for the use and ownership of the family vacation property

    Owning and managing a family vacation property between generations requires you to consider more than just the tax questions.

  • Succeeding at Family Business Succession Planning

    Communication, governance, grooming and fair vs. equal are important principals to keep in mind when developing a succession plan.


Subscribe to receive more insights about how a family office can set you on a path to sustainable success.

Hidden text

homme d'affaires mature travaillant devant un ordinateur

Take the ExitSMART™ Assessment

Is your succession planning on the right track? Find out with our ExitSMART™ assessment tool.