Resources

A Founder’s Future: Rethinking Transition with an Olympic Mindset

Managing family wealth becomes increasingly complex as capital grows across generations. To preserve both the assets and the relationships that sustain them, families benefit from strong governance and clear decision-making structures. Two essential tools in this work are a well-designed Stewardship Council , the governance body responsible for overseeing family-owned assets, and a disciplined Investment Policy Statement (IPS)  that guides the management of investment capital

This is the fourth and final article in our series on helping the next generation of family business leaders find their voices and encouraging founders to learn to hear them.

This is the third in a four-part series on helping the next generation of family business leaders find their voices and helping founders learn to hear them. Whether you’re a founder, a spouse, or a next gen, these articles will give you tools to build trust, respect, and a legacy that lasts.

Tips to learn how to be recognized as a next generation leader, from shadow to spotlight.

Meaningful dialogue in a family business can be difficult. Finding your voice enables both the family and the business to thrive.

One of the most stress-inducing questions that many financial advisors receive from wealthier clients is, “Do I need a family office?”...

his fourth article concludes the series on boundaries in family enterprises and is geared to advisors who may be asked to wear more than one hat.

This third article offers practical tools and structures to help turn good intentions into lasting systems in family enterprise.

This article is the second in a four-part series on how family dynamics affect family enterprises, and why clarifying boundaries is...

In family enterprises, relationships are the greatest asset—and often the greatest risk. Familial bonds bring loyalty and long-term...

In Family Conflict, contrary thinking is critical to positive outcomes.

On behalf of the entire Blackwood team, we want to thank all our clients and colleagues for a successful 2024. It was a year filled with learning and growing. As we reflect on the past 12 months, above all we cherish the relationships we continue to build in the Family Enterprise community.  The team at Blackwood shares one passion – generational impact for enterprising families and their communities. Strategic Harmony for enterprising families is and always will be our missi

Author David Blom The impact of selling a family business goes far beyond the fiscal implications. There are profound impacts on family dynamics, individual members, non-family stakeholders, and employees. The decision to exit is not easy, but regardless of the reasons, a well-planned exit strategy must address financial and tax aspects and the intricate web of familial relationships and legacies. So. You‘ve decided to sell the family business…A Whitepaper by David Blom. Are

Blackwood presenting in the ABFI Terry Hay Leadership Series.

What is a family office?

Lisa's Cefali's 12 week journey to the boxing ring, and believing in the family advisory process.

Introducing Blackwood's faculty advisors.

Learn about how Blackwood contributes to Family Enterprise Canada

Blackwood Family Enterprise Services, a family enterprise advisory services leader, is proud to announce the addition of three Senior...