Turning Complexity Into Clarity: How Families Strengthen Their Decision-Making

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.

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.
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