Contact us: 604-924 9152
Cover Advisors

Family Enterprises

Four Circle Model™

As a member of a family business, you face unique challenges. The Family Enterprise system involves complexities stemming from interactions between owners, management, and family that often overlap one another.

We bring a depth of knowledge and experience to the family table.

We will engage with all members of the family to understand your unique challenges and develop plans to overcome your challenges. We can provide you with the following services:

  • Business Structure Education
  • Discussion Facilitation
  • Family Meeting Facilitation
  • Family Constitution Development
  • Family Will Planning and Co-ordination
  • Advisory Board Development
  • New Buy–Sell Agreement Development
    • shareholder discussion facilitation
    • strategy brainstorming
    • detailed recommendations
    • outline development
    • Letter of Understanding (LOU) development
    • co-ordination of legal advisors
    • implementation oversight
    • regular reviews
  • Existing Buy–Sell Agreement Reviews and Stress Testing
  • Buy–Sell Funding Analysis
  • Insurance Reviews
  • New Insurance Implementation
  • Exit Strategy Planning
  • Continuity Planning
  • Succession Planning
  • Tax Planning
  • Income and Asset Modelling

We can help make your family enterprise enduring – give us a call today.

Contact Us

Phone: 604-924-9152
Toll Free: 888-783-5402
[email protected]

270-2255 Dollarton Highway
North Vancouver BC
V7H 3B1

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