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Evolve
By its nature, a stagnant organization can go nowhere. That is why helping multi-generational families grow and evolve is at our core. Our team of interdisciplinary advisors has perspectives and advice on a wealth of topics requisite to this process of evolution, and we have included many of them here.
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![Understanding ESG & EDI in Family Businesses](https://static.wixstatic.com/media/8ef3d8_94f6463b13c34ba9954258bf0f59766c~mv2.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/8ef3d8_94f6463b13c34ba9954258bf0f59766c~mv2.webp)
Jul 22, 20215 min read
Understanding ESG & EDI in Family Businesses
ESG and EDI are becoming increasingly vital concepts to grapple with in family businesses of all sizes and across industries.
![](https://static.wixstatic.com/media/8ef3d8_32250c27895d4465ace525f27848ef05~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/8ef3d8_32250c27895d4465ace525f27848ef05~mv2.webp)
![Family Business Leadership: 6 Easy Strategies for Rejuvenating Your Mental Energy](https://static.wixstatic.com/media/8ef3d8_32250c27895d4465ace525f27848ef05~mv2.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/8ef3d8_32250c27895d4465ace525f27848ef05~mv2.webp)
Jun 25, 20214 min read
Family Business Leadership: 6 Easy Strategies for Rejuvenating Your Mental Energy
Consider adopting one of the following tips to renew your mental energy and bring a refreshed outlook to your work in the family enterprise.
![](https://static.wixstatic.com/media/8ef3d8_0543dc2384664c59bbeea128d5b0d001~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/8ef3d8_0543dc2384664c59bbeea128d5b0d001~mv2.webp)
![Much More than Tax Minimization: A Discussion on Trusts](https://static.wixstatic.com/media/8ef3d8_0543dc2384664c59bbeea128d5b0d001~mv2.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/8ef3d8_0543dc2384664c59bbeea128d5b0d001~mv2.webp)
Jun 10, 20216 min read
Much More than Tax Minimization: A Discussion on Trusts
Why are trusts so confusing? Our intention to think conceptually about when - and how - trusts work best.
![](https://static.wixstatic.com/media/8ef3d8_a347a79850314f02966250b63ba993b8~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/8ef3d8_a347a79850314f02966250b63ba993b8~mv2.webp)
![What Comes First? Retirement, Succession, or Estate Planning](https://static.wixstatic.com/media/8ef3d8_a347a79850314f02966250b63ba993b8~mv2.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/8ef3d8_a347a79850314f02966250b63ba993b8~mv2.webp)
May 28, 20215 min read
What Comes First? Retirement, Succession, or Estate Planning
The order in which you tackle retirement, succession or estate planning can make a significant difference to the kinds of choices you make.
![](https://static.wixstatic.com/media/8ef3d8_818bd76316084d02a03bd940dde82b95~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/8ef3d8_818bd76316084d02a03bd940dde82b95~mv2.webp)
![Leadership & Wellness In The Family Enterprise: Leadership Begins With The Self](https://static.wixstatic.com/media/8ef3d8_818bd76316084d02a03bd940dde82b95~mv2.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/8ef3d8_818bd76316084d02a03bd940dde82b95~mv2.webp)
May 18, 20216 min read
Leadership & Wellness In The Family Enterprise: Leadership Begins With The Self
Effective leadership begins with the self...but what does this look like in practice?
![](https://static.wixstatic.com/media/8ef3d8_0d113983b61c4b1cb92b3c8de5febb94~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/8ef3d8_0d113983b61c4b1cb92b3c8de5febb94~mv2.webp)
![What Comes Next?: Family Enterprises and Navigating the Challenges of Uncertainty](https://static.wixstatic.com/media/8ef3d8_0d113983b61c4b1cb92b3c8de5febb94~mv2.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/8ef3d8_0d113983b61c4b1cb92b3c8de5febb94~mv2.webp)
Apr 27, 20216 min read
What Comes Next?: Family Enterprises and Navigating the Challenges of Uncertainty
As workplaces reopen, how and where we work has changed, and family enterprises are uniquely setup to navigate these new realities.
![](https://static.wixstatic.com/media/8ef3d8_98fc2966eb744e509df87a51334d699b~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/8ef3d8_98fc2966eb744e509df87a51334d699b~mv2.webp)
![Family Enterprise Leadership: Easy Strategies for Rejuvenating Your Physical Energy](https://static.wixstatic.com/media/8ef3d8_98fc2966eb744e509df87a51334d699b~mv2.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/8ef3d8_98fc2966eb744e509df87a51334d699b~mv2.webp)
Apr 23, 20214 min read
Family Enterprise Leadership: Easy Strategies for Rejuvenating Your Physical Energy
Practical tips to make positive changes to your physical wellbeing... A vital step in improving your capacities in all areas of your life.
![](https://static.wixstatic.com/media/8ef3d8_2982b9259034410d9048199512a0ed90~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/8ef3d8_2982b9259034410d9048199512a0ed90~mv2.webp)
![Canadaās Family Enterprise Field: Reflections on Twenty Years](https://static.wixstatic.com/media/8ef3d8_2982b9259034410d9048199512a0ed90~mv2.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/8ef3d8_2982b9259034410d9048199512a0ed90~mv2.webp)
Apr 16, 20216 min read
Canadaās Family Enterprise Field: Reflections on Twenty Years
June 2021 will mark twenty years since Canada began to be noted as a leader in the family enterprise space...
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![Family Enterprise Strategy: Top Five Benefits of An Independent Board](https://static.wixstatic.com/media/8ef3d8_8af73a80452e47e2bbd2ef1adad4b777~mv2.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/8ef3d8_8af73a80452e47e2bbd2ef1adad4b777~mv2.webp)
Apr 9, 20213 min read
Family Enterprise Strategy: Top Five Benefits of An Independent Board
Governance can be an intimidating word for a lot of enterprising families. [...] what does it entail?
![](https://static.wixstatic.com/media/8ef3d8_978f56bec5f94dfa803715d2b9a6c4dc~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/8ef3d8_978f56bec5f94dfa803715d2b9a6c4dc~mv2.webp)
![Never Let a Good Crisis Go to Waste: Maximizing Positive Change in Trying Times](https://static.wixstatic.com/media/8ef3d8_978f56bec5f94dfa803715d2b9a6c4dc~mv2.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/8ef3d8_978f56bec5f94dfa803715d2b9a6c4dc~mv2.webp)
Mar 3, 20213 min read
Never Let a Good Crisis Go to Waste: Maximizing Positive Change in Trying Times
Taking some space to recognize that what we are facing...can mean the difference between carrying on and giving up.
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![From āFamily Businessā to āFamily Enterpriseā: Reflections on a Changing Field](https://static.wixstatic.com/media/8ef3d8_1ead771aacad40de9018c08b5585c1ab~mv2.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/8ef3d8_1ead771aacad40de9018c08b5585c1ab~mv2.webp)
Feb 25, 20214 min read
From āFamily Businessā to āFamily Enterpriseā: Reflections on a Changing Field
Our notion of āfamily businessā has given way to the more expansive language of enterprising families
![](https://static.wixstatic.com/media/8ef3d8_96b6e73b25104e629cb6e8e828a6bea5~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/8ef3d8_96b6e73b25104e629cb6e8e828a6bea5~mv2.webp)
![The Anxiety Trap: From the Usual Concerns to Pandemic Uncertainties](https://static.wixstatic.com/media/8ef3d8_96b6e73b25104e629cb6e8e828a6bea5~mv2.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/8ef3d8_96b6e73b25104e629cb6e8e828a6bea5~mv2.webp)
Feb 18, 20213 min read
The Anxiety Trap: From the Usual Concerns to Pandemic Uncertainties
The anxieties that have risen in many throughout this last year are even more likely than the usual ones to catch us short
![](https://static.wixstatic.com/media/8ef3d8_8aabfe956496413f9197c6bf192815db~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/8ef3d8_8aabfe956496413f9197c6bf192815db~mv2.webp)
![Addressing Entitlement in Your Family Business: Itās Only Natural](https://static.wixstatic.com/media/8ef3d8_8aabfe956496413f9197c6bf192815db~mv2.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/8ef3d8_8aabfe956496413f9197c6bf192815db~mv2.webp)
Jan 20, 20214 min read
Addressing Entitlement in Your Family Business: Itās Only Natural
Once you recognize that entitlement is a natural element of parent-child relationships, you can begin to address it.
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