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Resources
What Family Businesses Should Know Right Now: Intergenerational Business Transfer Bill C-208
Watch Pat O’Connor discuss how the recently enacted Intergenerational Business Transfer Bill C-208 could impact the future of your Family...

Patrick O'Connor
Jul 14, 2021


The Lemonade Stand – Book Review
Click here to learn more about “The Lemonade Stand” by Ara Bagdasarian and Nick Gustavsson

Patrick O'Connor
May 12, 2021


Family Governance Primer and Reminder
Read the article Getting Started with Family Governance here.

Patrick O'Connor
Mar 10, 2021


Clarifying What Estate Documents You Need
Watch Pat O’Connor express the importance of having your estate documents in order. Read more about Clarifying What Estate Documents You...

Patrick O'Connor
Feb 9, 2021


Planning with the End in Mind
Watch Pat O’Connor address end of life discussions and how to start planning with the end in mind. Also, Pat shares an exercise that will...

Patrick O'Connor
Jan 13, 2021








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