MOVING BUSINESS FAMILIES FORWARD
Helping Advisors Move Family Business Work Forward
I work alongside lawyers, accountants, estate planners, financial advisors, consultants, and other trusted advisors supporting family business clients across Canada.
Often, the work is not stalled because the legal, tax, financial, or estate advice is unclear. It is stalled because the family is struggling to communicate, agree, or make decisions together.
My role is to help facilitate those conversations so the advisory work can continue with more clarity and less strain.
When to Involve Me
Advisors often bring me in when the technical work is clear, but the family dynamics are making progress difficult.
Succession Is Stalled
The family is having difficulty reaching agreement around leadership, ownership, authority, or next-generation involvement.
Communication Is Breaking Down
Important conversations are becoming indirect, reactive, repetitive, or avoided altogether.
Governance Is Unclear
The family does not have a clear way to discuss expectations, roles, policies, or decision-making.
Conflict Is Affecting the Work
Unresolved family tension is slowing legal, financial, estate, tax, or succession planning.
How I Work Alongside Advisors
Consultation and Sounding Board Support
I can help you think through the family dynamics affecting a client situation and consider the next useful step.
Facilitated Client Conversations
I work directly with families when sensitive conversations around succession, governance, roles, values, or conflict need structure.
Referral or Collaborative Support
I can be brought in as a referral partner or work alongside an existing advisory team when family dynamics need focused attention.
Experience With Family and Business Systems
My work brings together more than 45 years of family systems experience, 35+ years in organizational consulting, and lived experience as a second-generation family business owner.
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That background helps me understand both the business issues advisors are helping clients work through and the family dynamics that can make those issues difficult to resolve.