Family Enterprise Advisor
Family businesses are built on legacy, but sustaining them across generations requires intentional planning, strong governance and open communication.
Family businesses are highly complex, demanding an exceptional fluency in the art & science of family enterprise advising.
Family businesses are not like any other businesses. The rewards are as big as the challenges are unique.
As an accredited Family Enterprise Advisor (FEA) with more than 30 years advising business families, Pamela Yoon is uniquely qualified to guide your family through your long-term generational wealth strategy.
Learn more about Family Enterprise Canada here
Ask your advisor these questions...
Making shared decisions
1. What are the best ways for a family to make decisions together?
2. How can we improve family communication?
3. What are the practical tools for building healthy families?
4. What is the point of family enterprise governance?
5. Should we have a family meeting(s)?
6. How can we best manage conflict in our family?
7. Should we stay together as a family or go our separate ways?
Combining family and business
1. How can we engage our children in the management of our family wealth or business?
2. How can our family develop leaders ready to face the many challenges of business and family?
3. How can we ensure the success of our successors?
4. Why is family unity so important and how can we achieve it?
5. What are the signs you are losing control of your family business?
6. Can a family stay together after the operating business is sold?
Giving well
1. What is the difference between charity, philanthropy, strategic philanthropy and impact investing?
2. How can we encourage generosity in our family?
3. How do we engage children and grandchildren in philanthropy?
4. How can we wisely develop a long-term strategy for our philanthropy?
Seeking sound advice
1. What types of advisors should we consider?
2. How can we find trustworthy advisors?
3. Have I outgrown my advisor?
4. How can we avoid the next Bernie Madoff?
5. Should we choose a multi-family office or create a single family office?
6. How do we choose a good trustee?
Facing the future
1. What does the future hold for families with significant wealth?
2. How can we chart our own path, no matter what everyone says we should do?
3. How do we balance family stability with resilience over the generations?
4. How can we lift the small boats too?
