How do family enterprises align people, structure, and culture to build trust and stability during transitions?

Join us for this live, interactive session as we examine the human and organizational dynamics that make or break succession efforts. From mismatched expectations to unclear roles, this discussion focuses on how families can rewire leadership responsibilities, embed shared values, and support non-family executives—all while preserving trust and long-term alignment.

Drawing on deep experience across governance, leadership development, and enterprise strategy, our expert panel will share frameworks and stories that illuminate what it takes to create smoother transitions and resilient organizations.

During this webcast, you’ll learn:

● How culture and leadership behaviour directly affect trust and enterprise stability

● Key sources of misalignment between generations—and how to resolve them early

● Practical tools for defining roles, responsibilities, and development paths

● How people strategies—both family and non-family—shape succession outcomes

● How to empower non-family executives as vital contributors to continuity and cohesion

Featuring:

● Gerry Meyer, Family Enterprise Governance Advisor

● Gavin Brauer, Certified EOS Implementer & Entrepreneur

● Cory Gagnon, Senior Wealth Advisor at Beacon Family Office at 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.