Build

  • Savings strategies
  • Personal insurance
  • Risk management

Organize

  • Estate AuditTM
  • Wealth Inventory
  • Retirement Profile
  • Group Insurance
  • Group Pension Plans
  • Organizational Development

Transfer

  •  Business Continuity 
  • Succession Management 
  • Coaching and mentorship
  • Estate WatchTM

Formation

  • Leadership 
  • Communications 
  • Financial Management and Analysis 
  • Time Management 
  • Team Building 
  • Intergenerational Transfer Workshops 
   

The Family

         
The family unit can be a major source of conflict for a family company. On the one hand, the successor for the top job is most likely to be a family member, while on the other hand family members’ interests and objectives can be divergent. 
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