Building Enduring Ownership: Trusts, Shareholder Alignment, and Advisor Partnership
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 at Beacon Family Office at Assante Financial Management Ltd.
Beacon Family Office at
Assante Financial Management Ltd.
Suite 519, 10333 Southport Road S.W.,
Calgary, AB T2W 3X6
