• Breakout

Lessons Learned in Building a Successful Multi-generational Business

May 4, 2022 · 10:50 AM – 11:50 AM

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Moderator

Jacoline Loewen

Jacoline Loewen

Director, High Net Worth Relationships

Burgundy Asset Management

Speakers

Patrick Bermingham

Patrick Bermingham

Principal

Bermingham Studio Inc.

Colin Brown

Colin Brown

Managing Director, Management Consultant & Business Advisor

McNally Brown

David Shlagbaum

David Shlagbaum

Managing Principal

DSBL Business Law

Danielle Walsh

Danielle Walsh

Family Business Practitioner

MNP

Family businesses are unique in that transitioning them to the next generation is a complex, often deeply emotional, endeavour. How do you prepare for a generational business that is resilient, while keeping the legacy you have built intact. Building capacity in the next generation needs to begin early on, and you may also need to consider outside, non-family executives. 

  • What measures do you need to be taking to professionalize your  family owned and operated firm?  
  • How are you supporting a shift in leadership?  
  • How do you ensure you have the right governance in place? 

In this session presenters will share their unique tools and perspectives so that you can successfully plan for your own family business transition. 

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