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Family Enterprise Advisor (FEA)

How do you keep your family business’s vision clear and everyone engaged in its future? What was it like when you talked about transitioning your family business to the next generation?

Family is at the heart of everything we do. It’s where we derive our values and sense of community, and it’s why we work to build a brighter future.

In Canada, family businesses generate more than half of the GDP and employ a large portion of the population. Transitioning these businesses across generations can strain relationships as growing businesses blend old values with new ones.

This is where Family Enterprise Advisors (FEAs) come in.

Three Generations

FEAs Help Your Family Business Thrive

As Family Enterprise Advisors, we help you make crucial decisions today to ensure your family business thrives tomorrow.


Every family business is unique, but some core questions need addressing to ensure a shared future. We start with an assessment to get a holistic view of the family business—what’s working, what needs to change, and where the family members align or differ on the future. We meet each family member and help chart a path for making key decisions.

Our Role As Family Enterprise Advisors

Our role is to support and enhance the intricate backbone of the family enterprise, ensuring ongoing attention to important issues as both the business and family evolve. This proactive approach protects both the business and the family, ensuring a prosperous future for both.

A Few Questions We'll Help You Answer

  1. Purpose - What do you want to achieve by owning business assets together?

  2. Strategy - How will you build the economic engine to meet your family and business goals?

  3. Governance - What structures are necessary for making tough decisions while maintaining unity?

  4. Leadership - How will you develop the people and relationships your family business needs?

  5. Transition - What steps are needed to prepare for the future?

Meeting

Ready to secure the future of your family business?

Contact us today to start the conversation.

Contact us

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