Why is intentional ownership design essential for family enterprise continuity?

Join us for this live, interactive session as we explore the ownership layer of family enterprises—how legal structures, trust arrangements, governance frameworks, and advisory collaboration come together to sustain family enterprises across generations.

You’ll hear from a panel of experienced advisors who specialize in complex ownership planning and family governance. Together, we’ll examine strategic approaches to structuring ownership systems that support both family harmony and enterprise longevity.

During this webcast, you’ll learn:

• Key approaches to designing effective ownership and governance structures
• Strategies for developing prepared, confident next-generation owners
• How legal structures can support or hinder successful ownership transitions
• Benefits of coordinated advisory teams in ownership planning
• Real examples of successful ownership transitions that strengthened families

Featuring:

• Cindy Radu, LL.B, LL.M, TEP, ICD.D, Integrated Family Wealth Transition Advisor, Radu Family Wealth Transition
• Leah Tolton, KC, FEA, Partner, Bennett Jones LLP
• Cory Gagnon, Senior Wealth Advisor, Assante Financial Management Ltd.

This program was prepared by Cory Gagnon who is a Senior Wealth Advisor with Assante Financial Management Ltd. This is not an official program of Assante Financial Management Ltd. and the statements and opinions expressed during this webcast do not necessarily those of Assante Financial Management Ltd. This show is intended for general information only and may not apply to all listeners or investors; please obtain professional financial advice or contact me at (403) 232 – 8378 or visit beaconfamilyoffice.com to discuss your particular circumstances prior to acting on the information presented.