
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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