Strong Roots, Open Branches: How Families Grow Without Growing Apart
Families in enterprise are always balancing two essentials: honouring what has held them together and adapting to what the future requires.
In this session, we explored how families can evolve without losing their sense of identity. We discussed the practices that help families stay connected during transition, how roles can shift with intention, and what allows decisions to be made with confidence rather than pressure.
Cory Gagnon led a discussion with Anne Evamy and Melanie Harty, drawing from their personal experiences to inform their work with family enterprises. Their insights bring both professional understanding and personal familiarity with the dynamics of shared leadership, legacy, and change across generations.
During this webcast, you’ll learn:
● How families sustain unity while adapting to new realities and roles
● Ways to build shared language and rhythm around decision-making
● How to approach transitions with clarity, preparation, and respect
● Practices that help families stay aligned to what matters most together
Featuring:
● Melanie Harty, CPA, CA, FEA – Partner, Doane Grant Thornton LLP
● Anne Evamy, FEA – Owner & Advisor, Junction Point Inc.
● Cory Gagnon, Senior Wealth Advisor at Beacon Family Office at Assante Financial Management Ltd.
Beacon Family Office at CI Assante Wealth Management Ltd.
Suite 519, 10333 Southport Road S.W.,
Calgary, AB T2W 3X6
