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Thu, Sep 15


Webinar (1 CPD Hours)

Advising Family Enterprises

In affiliation with GTA Accountants & Finance Network. 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.

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Time & Location

Sep 15, 2022, 11:00 a.m.

Webinar (1 CPD Hours)

About the Event

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.

Speaker:  Chris Delaney, author of "The Naked Opus: Growing Your Family Wealth for the Long Term" (2018)


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