For over 30 years, I’ve had the privilege of supporting families globally through the intricate journey of wealth transition. Working collaboratively with existing advisors, my purpose is to integrate across disciplines to develop and implement effective governance structures, support families in their family and enterprise succession planning and prepare the rising generation to be confident in their roles and responsibilities as wealth inheritors. 

My approach to family wealth transition is a unique blend of in-depth technical expertise and a deep understanding of how family dynamics can preserve legacies and strengthen bonds across generations.

Drawing on my experience that intersects law, accounting, trust, and governance, I provide comprehensive support to clients, including:

• Clear communication: Creating a safe space for crucial conversations, enabling greater family member collaboration.

• Empowerment through education: Providing a common language for translating complex legal and financial concepts, enabling more informed decision-making.

• Seamlessly coordinating advisors: Bridging conversations between families and their technical advisors, facilitating clear understanding and goal alignment.

• Independent advisor guidance: Ensuring I provide unbiased advice focused solely on what’s best for your family’s situation.

I believe that education is crucial to successful cross-generational family wealth stewardship, particularly around the unique challenges and opportunities inherent in family trusts. This is why I am dedicated to advancing family education as the Chief Learning Officer (Canada) for Tamarind Learning. Additionally, I contribute to professional organizations such as the Society of Trust and Estate Practitioners (STEP) Local, National and Global.

On a more personal note, I remain passionate about mental health initiatives and advocacy, drawing from my past experience with the Canadian Mental Health Association. This passion, along with understanding what many of my clients are going through themselves being of the Sandwich Generation, helps me see through a different lens when working with affluent families in transition. Every family’s journey is unique, and I’m continuously inspired by the strength, resilience, and potential I witness in the families I work with. If you’e looking to navigate your family’s wealth transition journey more effectively, I’m here to listen, understand, and collaborate on creating a future where your family can thrive across generations.