What gets in the way of clear, confident decision-making in family enterprises? And what helps families move forward together?
Join us for this live, interactive webcast as we explore how values, structure, and governance influence decision-making across generations. From navigating complex investment decisions to planning generational transitions, this session dives into the frameworks and practices that help families clarify intent, address conflict, and make decisions with purpose.
Our expert panel brings deep experience in governance design, family dynamics, and enterprise strategy. Together, they’ll share practical approaches for aligning values, engaging rising-generation voices, and integrating professional advice without losing the family’s voice.
During this webcast, you’ll learn:
● Why family decision-making often stalls and how to restore momentum
● How to surface and align on family values and expectations
● Ways to equip the rising generation to contribute and lead with confidence
● How to navigate the tension between expert advice and lived family wisdom
● Repeatable practices families can use to make consistent, values-driven decisions
Featuring:
● Tom McCullough Chairman & CEO Northwood Family Office
● Judi Cunningham Founder Trella Advisory Group
● 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