Planning for the future

Finding the Balance Between Honouring the Past and Building for the Future

Intergenerational transitions are significant life events that hold the key to sustained prosperity within enterprising families. These transitions not only provide the opportunity for stewardship to flourish, but also empowers successive generations to enrich and extend the legacy of their predecessors.  

In our constantly evolving world, stewardship transcends caretaking.

LEARN MORE

The Globe and Mail: The Future of the Family Enterprise

Date: Monday, April 4, 2022  |  12:30 P.M. – 1:30 P.M. ET Our co-founder and Chairperson, Patricia Saputo will be participating to The Future of the Family Enterprise webcast hosted by the Globe and Mail and presented by the Telfer School…

LEARN MORE

Next-geners may not have family clout to drive ESG investing

More interest but uneven uptake of environmental and socially responsible investing among ultra-high-net-worth investors.

LEARN MORE
The Purposeful and Empathic Enterprising Family Leadership Journey: Setting the Table

The Purposeful and Empathic Enterprising Family Leadership Journey: Setting the Table

The adage «Failing to plan is planning to fail» may be applicable to enterprising families. Transforming from a single business founder to a multigenerational enterprising family organization means shifting from an «I» to a «We» leadership mindset. To keep a system of many kin in harmony for many family generations as opposed to just worrying about self can be quite complex. This article aims to seed ideas about the building blocks enabling the pursuit of enterprising family organizational longevity with purpose and empathy.

LEARN MORE
Leadership Succession in the Enterprising Family

Why is the Chief Learning and Development Office different from a Family Office? 

How do effective governance and multi-generational leadership influence the longevity of wealth and wellness for your Enterprising Family?

LEARN MORE
Forum on Multi-Generational Family Wealth & Leadership

Forum on Multi-Generational Family Wealth & Leadership

The Forum on Multi-Generational Family Wealth & Leadership is an annual meeting of Canadian families of substantial wealth.

LEARN MORE