• Legacy Builders: Strategies for Building Successful Family Enterprises

  • De: Cory Gagnon
  • Podcast

Legacy Builders: Strategies for Building Successful Family Enterprises Por arte de portada

Legacy Builders: Strategies for Building Successful Family Enterprises

De: Cory Gagnon
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  • Resumen

  • Cory Gagnon doesn’t just love supporting multi-generational families every day. He loves digging into topics and sharing information that matters to family enterprises! In Legacy Builders: Strategies for Building Successful Family Enterprises, Cory, Senior Wealth Advisor with Beacon Family Office at Assante Financial Management Ltd, dives deep to share ways for business owners, family stewards, and the rising generation in family enterprises to take control of their wealth and build a lasting legacy. Through interviews with industry experts and solo talks, each episode provides understandable and actionable strategies and insights on complete wealth management. From navigating family dynamics to developing a successful wealth transition plan and everything in between, this is the podcast to bring your legacy into the future. Subscribe today!
    2024 Assante Financial Management Ltd.
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Episodios
  • Defining Family Office Excellence: Pioneering Approach to Holistic Wealth Counsel

    Defining Family Office Excellence: Pioneering Approach to Holistic Wealth Counsel
    Jul 19 2024
    In this episode, Tom McCullough, Chairman & CEO of Northwood Family Office, shares his extensive expertise on sustaining family enterprises across generations. Tom delves into the critical aspects of strategic planning and adaptability, introducing the Ikigai framework as a powerful tool for aligning family values and aspirations. He emphasizes the importance of balancing valuable traditions with evolving needs, particularly when approaching succession planning with a forward-looking mindset.Throughout the conversation, Tom explores key topics such as long-term sustainability of family enterprises, the intersection of personal passions and societal needs in the Ikigai concept, and the role of professional guidance in navigating family dynamics. He discusses the unique challenges and opportunities inherent in family-owned businesses, highlighting the immense value of open dialogue and experienced counsel in safeguarding legacies for future generations.About Tom McCullough Tom McCullough is Chairman and CEO of Northwood Family Office, the leading Canadian multi-family office. He has spent over 35 years in the wealth management/family office field.Tom is a frequent speaker on issues relevant to families of wealth and is the co-author of Wealth of Wisdom: The Top 50 Questions Wealthy Families Ask and Family Wealth Management: 7 Imperatives for Successful Investing in the New World Order. He is an Adjunct Professor and Executive-in-Residence at the University of Toronto’s Rotman School of Management MBA program. He is an Entrepreneur-in-Residence at Western University’s Ivey School of Business and a member of the Editorial Board of the Journal of Wealth Management. He was recently awarded ‘Best Individual Contribution to Thought Leadership in the Wealth Management Industry’ by the 2020 Family Wealth Report Awards. Resources discussed in this episode:Wealth of Wisdom: The Top 50 Questions Wealthy Families AskWealth of Wisdom: Top Practices for Wealthy Families and Their AdvisorsFamily Wealth Management: Seven Imperatives For Successful Investing (2nd Edition) (Raffles Family Wealth and Legacy, 3)Family Wealth Management: Seven Imperatives for Successful Investing in the New World OrderThe Trusted AdvisorThe Rise of the Integrated AdvisorUltra High Net worth InstituteWealth of Wisdom PodcastContact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: beaconfamilyoffice@assante.comContact Tom McCullough | Northwood Family OfficeWebsite: www.northwoodfamilyoffice.comLinkedIn: Tom McCulloughEmail: tm@northwoodfamilyoffice.com
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    1 h y 2 m
  • Beyond the Vision: Leveraging a Thinking Partner to Identify Blind Spots

    Beyond the Vision: Leveraging a Thinking Partner to Identify Blind Spots
    Jul 5 2024
    In our latest episode, we welcome James Grieve, Founder & Principal Strategic Advisor at Catalyst Strategies Consulting and Past President of the Institute of Certified Management Consultants of British Columbia. Join us as we discuss the significance of humility, curiosity, and a purposeful process in uncovering blind spots, fostering alignment, and preparing businesses for successful transitions. James stresses the power of a strong strategic foundation, effective change management, and the vital role of the community in enabling leaders to leave a lasting legacy. James' approach to developing purposeful strategies and managing change underscores the importance of having a trusted thinking partner to navigate the unique challenges and opportunities faced by family enterprises.By showing up, being present, and giving his all, James provides effective guidance and support to his clients. He encourages an innate curiosity and the ability to pull together the right people and resources to deliver the best outcomes. About James GrieveJames Grieve is a Certified Management Consultant and Past President of the Institute of Certified Management Consultants of British Columbia (CMC-BC). He is passionate about strategy and has a keen understanding of working with organizations of all sizes, in a variety of industries, including clean technology, bioenergy, renewable energy, natural resources management, agriculture, manufacturing, and professional services. He has extensive experience in working with First Nations communities on economic development and empowerment initiatives in a variety of geographical regions and business models, including co-operatives. James is also a Certified Customer Experience Professional (CCXP), a Certified Sales Professional (CSP), Certified Exit Planning Advisor (CEPA), and a Professional Farm Advisor (CAFA), and a Qualified Business Consultant - Agri-Foods Business Development Program - Agri-Business and Indigenous Agriculture. He brings a creative and customer-first approach to working with clients. He also holds an ISO 20700:2017 certification for management consultancy services. His Kelowna-based boutique consulting firm Catalyst Strategies Consulting specializes in strategy, succession planning, customer experience, and organizational transformation, and together with his team of consultants, he works with clients to analyze their operations, diagnose challenges, uncover blind spots, and mitigate risks in their businesses. James is also the co-creator of SuccessionReady, a simple, effective, and real-world approach to creating tailored Succession Plans for your founder and family led businesses.Providing trusted advice, Catalyst Strategies Consulting and SuccessionReady help clients plan effectively, create processes to reach peak performance, and reach impactful, and sustainable outcomes. James holds an MBA, a Graduate Certificate in Organizational Design and Development, and a Bachelor of Commerce from Royal Roads University, and a Bachelor of Business Administration from the University of Winnipeg. He holds Graduate Certificates in Circular Economy and Sustainable Strategies from Cambridge University, Digital Innovation and Leadership (DIAL) program from Simon Fraser University, and Employee Ownership as a Wealth Sharing Tool from Rutgers University. He is currently enrolled to become a Family Enterprise Advisor with Family Enterprise Canada. James resides in Kelowna and loves all that the Okanagan has to offer. He gives back to his community by mentoring business students at UBCO, Okanagan College, and female and aspiring entrepreneurs at We BC, Futurepreneur Canada, and Salmon Arm Economic Development Society.Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: beaconfamilyoffice@assante.comContact James Grieve | Catalyst Strategies Consulting: Website: www.successionready.ca | www.catalyst-strategies.comLinkedInJames GrieveCatalyst Strategies ConsultingSuccessionReadyEmail: james@catalyst-strategies.comPhone: (778) 214-6010
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    44 m
  • Sowing the Seeds of Success: Balancing Tradition and Innovation in Multigenerational Farms

    Sowing the Seeds of Success: Balancing Tradition and Innovation in Multigenerational Farms
    Jun 21 2024

    In this episode, Melanie Harty, Partner at Grant Thornton LLP, shares her expertise in guiding agricultural families through generational transitions and legacy planning. With her background as a CPA and certified Family Enterprise Advisor, as well as her firsthand experience working on her family farm, Melanie brings a unique and practical perspective to her clients. She emphasizes the importance of clear communication, aligned visions between generations, and thoughtful decision-making in ensuring family businesses' long-term success and harmony.

    Throughout the conversation, Melanie highlights the significance of adaptability, realistic expectations, and inclusive discussions in preserving a legacy for future generations. She stresses the value of open communication and flexibility when navigating the complexities of family businesses, ensuring that all family members feel included in the decision-making process. Melanie also touches on the need for families to approach these conversations with curiosity and realism, seeking mutually beneficial outcomes that honour past generations while empowering future ones.

    About Melanie Harty

    Melanie Harty, a CPA, certified Family Enterprise Advisor, and Partner at Grant Thornton LLP, specializes in helping business owners build their family legacy and successfully transition their businesses to the next generation. With her expertise in specialty tax work, farm succession, corporate reorganizations, and amalgamations, Melanie guides clients through the intricacies of estate and succession planning, accounting, auditing, and financial management. Her diverse client base spans various industries, including agriculture, construction, oil and gas, retail, and family businesses.

    Before joining Grant Thornton, Melanie was a managing partner at BVA LLP and gained valuable firsthand experience working on her family farm. This unique background allows her to provide clients with a practical, real-world perspective on their businesses, ensuring that her advice is tailored to their needs and goals. Melanie's comprehensive understanding of the challenges and opportunities faced by family enterprises positions her as a trusted advisor in helping clients navigate the complexities of building and preserving a lasting legacy.

    Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd.

    • Website: BeaconFamilyOffice.com
    • LinkedIn: Cory Gagnon
    • LinkedIn: Beacon Family Office
    • Email: beaconfamilyoffice@assante.com

    Contact Melanie Harty CPA, CA, FEA Partner | Grant Thornton LLP (Canada):

    • Website: GrantThornton.ca
    • Facebook: Grant Thornton LLP Canada
    • LinkedIn: Grant Thornton Canada
    • Email: melanie.harty@ca.gt.com
    • Phone: (403) 525-0216
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    46 m
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