For Advisors

If you are viewing this section of the website, you are likely a specialist working in the accounting, legal, tax, philanthropic or investment sector.

Blackwood has been working with other professional advisors and their client families across Western Canada since 1999. Often Blackwood is invited to the advisory table because another advisor finds that the family is hesitant or becomes "stuck" while moving forward with a strategy or process. In our experience this happens because there is a lack of clarity within the family regarding where their enterprise should go.

Blackwood will work with your clients and their families on the “soft side” issues they face. Our disciplined process involves meeting with all generations of a business family, bringing all members of your client family to a point of clarity regarding their vision for the future. When there is clarity, there is confidence, and together we can move families forward.

Our core competencies include helping family enterprises develop communication strategies and structures, establishing family councils, and facilitating regular family meetings, all of which that lead to the development of strategic plans that are aligned with the family’s vision. Blackwood also has in-­house actuarial support; we are experts in developing and reviewing insurance strategies that address complex tax, estate, succession and philanthropic issues.

Blackwood works in collaboration with other advisors. We are a fee­‐based firm; our fees are transparent and based on the scope and complexity of work you and your client families require.

Please call to explore how Blackwood could be of value to you, your client, and to the other specialists on the client’s Advisory Team.