Resources

After a frustrating workday, I came home and described to my partner an encounter I had. “It’s like he’s saying ‘yadda, yadda’ and I’m...

Read the article Getting Started with Family Governance here.

There are countless horror stories out there from families who experienced the death of a loved one only to have that pain compounded by...

The “Green Box” is really a metaphor for a designated place to keep all your important planning documents so that people then know where...

Watch Pat O’Connor express the importance of having your estate documents in order. Read more about Clarifying What Estate Documents You...

Full disclosure, I have never seen Field of Dreams, but I know the signature line “build it and they will come”. I’ve been thinking about...

There are many stereotypes about “millennials.” The rumour is that we’re narcissistic, irresponsible, and entitled. It can be a difficult...

In the spring of 2014, I enrolled in the Family Enterprise Advisor Program (FEA). The new FEA designation is offered by the Institute of...