Advising Business Families

We work with business families to help identify areas that need to be addressed, and work with you to create and execute a plan to help your family succeed.

Family Meetings · Business Acumen Training · Capital Structuring · Tax and Estate Planning · Financial Education · Human Resource Consulting · Turnaround Management · Preparation for Sale · True Colour Assessments

FAMILY

Every family is unique. Every family business is also unique. We understand family business, and invest the time working with you to determine what keeps you awake at night.

VALUES

At Canadian Family Financial, we believe that as your children and grandchildren grow up, it is important to teach them about your family values, philanthropy, and their inheritance. By having intentional conversations with your family, you will give them the tools they need for successful transition.

FAMILY BUSINESS

We are a family business as well, and understand the unique challenges that family business brings. Your family & business are in good hands.

SECURITY

When working with our firm, your family’s privacy and information is guarded with a high level of discretion. You can trust us to be professional and discrete.

PLAN

Running a family business can be one of the most rewarding; yet difficult pursuits you and your family will undertake. It will push you to your limits. Be prepared for anything with a comprehensive succession plan. Taking the steps necessary to prepare will set you up for successful transition.

EXPERIENCE

We have experience in tax, estate planning, family office administration, and human resources. We also are IFEA and CAFÉ members. Please see the ABOUT US section for more information.

Our Associations

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