Advising Family Enterprises
In this presentation you will learn about the differences in process and mindset involved in advising the entire spectrum of a Family Enterprise.
Course content
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Presentation
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Recording
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About this course
- $44.00
- 1 CPD hour
- September 15, 2022
Course Description
Advising clients engaged in a dynamic family business is challenging because the skills and understanding required cross into all aspects of the family’s shared intergenerational wealth. In this presentation you will learn about the differences in process and mindset involved in advising the entire spectrum of a Family Enterprise including intergenerational considerations, governance needs, total wealth planning, communication skills, the three circle model as a tool and planning for all the sources of family enterprise wealth in a strategic, long term approach.
Instructor(s)
Chris Delaney
[email protected]Chris is the author of “The Naked Opus: Growing Your Family Wealth for the Long Term” (2018). He is also a Podcaster, Professional Speaker, Family Enterprise Advisor, Lawyer, Finance Professor at Fanshawe College, and Intergenerational Family Wealth Strategist. From 2004 to 2018 he worked with Canada’s two largest bank-owned wealth management firms as a High Net Worth Estate Planner and Business Succession Advisor. In this role, he worked with enterprising business families and families of wealth and their advisors to help them develop goals-based, strategic intergenerational wealth continuity plans.
In 2015, Chris completed the Family Enterprise Advisor Program through the Institute of Family Enterprise Advisors (IFEA). He has also undertaken the CICA In-Depth 1 & 2 and the Owner Manager program from 2006 to 2009. He is the past-Chair of the London and Southwestern Ontario chapter of the Society of Trust & Estate Practitioners (STEP). Chris has most recently become a member of Canadian Association of Farm Advisors (CAFA).
His book, The Naked Opus, was released in August 2018 across Canada in Chapters/Indigo stores and online from Amazon.
Chris is also the founder and host of the Podcast “Inception Family Wealth Hour” available on Apple Podcasts, Google Podcasts and Spotify. The show has weekly episodes that explore the “What ifs?” of estate planning and family enterprise wealth transition featuring thought leaders, authors, lawyers, tax advisors, insurance professionals and many other subject matter experts on the topic.