The SuccessCare Program
The SuccessCare Program

Mom and dad won't talk
If I were having a conversation with the next generation member, a question I would want to ask is this: What did you and your parents agree to when you took the job?

Getting started with family governance
Family governance is a process or structure to educate and facilitate communication between family members.

15 lessons family councils wish they knew before they started
Whether you are just starting a Family Council or have had one for years, much can be gained by considering the lessons others have learned in making their Family Councils work.

More about The Role of the Most Trusted Advisor

The Role of the Most Trusted Advisor

The Role of the Most Trusted Advisor program is based on experiential learning or 'learn by doing.' Participants practice each new concept or tool on a typical family business and then apply their learnings to their own client.

This approach is extremely successful as it accommodates different learning styles through incorporating video, audio, discussions, group and individual exercises with the traditional instruction methodology.


The in-class workshops are generally offered in Canada three times a year. Alternatively, your own professional organization can arrange to host a workshop at a specific location. A day-long workshop typically runs from 8:30 am until approximately 5:00 pm.

Upcoming workshops 2016:

PART ONE: LEVELS 1 & 2 (SAVE $195)

Dates and place to be determined.


PART TWO: LEVELS 3 & 4 (SAVE $195)

Dates and place to be determined.



Dates and place to be determined.

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