Resources

Apr 13, 2021

The Language of Appreciation

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...

Mar 10, 2021

Family Governance Primer and Reminder

Read the article Getting Started with Family Governance here.

Feb 9, 2021

Clarifying What Estate Documents You Need

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

Feb 9, 2021

Green Box Exercise

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

Feb 9, 2021

Clarifying What Estate Documents You Need

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

Feb 9, 2021

Get SMART-er with your New Year’s Resolution

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...

Sep 21, 2017

Are Millennials Willing?

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

Apr 30, 2017

Pyramid of Family Ownership Success

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