Wealth Management

(中文) 财富管理 – 简介

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What is ‘family governance’?
03 Nov

What is ‘family governance’?

‘Family governance’, refers to the structures and processes families use to organise themselves and guide their relationship with their enterprise. When well-designed (and properly implemented), family governance can help set boundaries, create clarity, and result in greater harmony between family members, a more focused business, and easier transitions between generations. However, in order to be…

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Succession Planning and Business Transfer
02 Jun

Succession Planning and Business Transfer

WHY SUCCESSION PLANNING IS IMPORTANT Some 80 per cent of private firms in Canada are family owned. However, a majority of first-generation family businesses have no succession plan. Common reasons include resistance by the owner to let go of the reins, fear of retirement or inability to find or choose an effective successor. Transferring ownership can be…

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