Family Business Workshop

Achieve your goals through a clear and simple process that will give you peace of mind. Our unique integrated planning approach includes all areas of both corporate and personal financial planning services.

Continuum II Inc

Having the FEA designation leads to deeper relationships with family enterprise clients and a broadened perspective of the issues business families face – including generational transitions.
 After completing the year-long Family Enterprise Advisor Program, followed by a rigorous exam process, Peter Andreana was granted the Family Enterprise Advisor (FEA) designation. He joins the ranks of approximately 350 highly skilled, experienced, and educated FEAs across Canada who have demonstrated outstanding competence and practice advising business families.
Business families like yours have complex and unique multi-generational challenges. Enterprising families need guidance and support to structure the unique processes required to succeed, thrive, and build a legacy. The FEA designation means we are better equipped to deliver thoughtful integrated and collaborative decision-making within the family, the business, and the ownership circles. 
With guest speaker Vincent Valeri - Whether you are managing a small family business, or a multimillion operation, the family enterprise is always an endeavor that is emotionally charged.  At their core, these businesses, and the families at their helm, consist of individuals holding onto their own dreams, desires and fears. This coalescing of personalities, ideals and talents are a valuable asset in the family run organization, but they must be embraced, understood, and nourished to ensure overarching financial success, but perhaps more importantly, legacy building.   The traditional approach to succession planning typically focuses on the technical aspects of wealth such as tax minimization and capital preservation. Though fundamental in developing a succession process, it is other forms of capital, the Human, Social, Intellectual and Spiritual, that allow families, and their businesses to prosper, grow and endure.
Check-in starts at 7:30am - Breakfast, lunch, and a wealth of great information including meeting materials all for only $50 per person. Feel free to pass this along to your family members, business partners, clients or friends. All are welcome.

Sandman Hotel Oakville

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Family Business Workshop

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Family Business Workshop

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