There have been failures, but there have been many more successes. And you want to keep it that way.
Most family businesses – 70% of them – fail to successfully pass to the second generation. By the third generation, the failure rate becomes a staggering 92%.
But you can buck the odds – just like you’ve defied the percentages to get your family business to where it is now: high net worth and thriving. And potentially in position, when the time is right, to pass on to your next generation.
If the planning is done right, and if the family dynamic is deeply understood.
If you’re ready to get started – or even to think about getting started – just click the Learn More button.
Our Core Purpose
To earn the trust of family businesses on their schedule – not ours.
Our Vision
For Canadian family businesses to be successfully passed on to the next generation 100% of the time.
Our Mission
To deeply understand our clients’ lives, and to help them deeply understand how our concepts can help them.