Conversations with Tom Deans – Ep. 1 – Intergenerational Wealth Transfers & Will Planning
This week we are excited to be launching our interview series, Conversations with Tom Deans. Tom is an internationally renowned speaker...
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Resources
Patrick O'Connor
Jul 14, 2021
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...
Jennifer O'Connor
May 11, 2021
A Contemplation on Family Enterprises and Their Moms
In a family enterprise, even when mothers are not directly involved in the operation of the business, their leadership is powerful. Much...
Patrick O'Connor
Mar 10, 2021
Family Governance Primer and Reminder
Read the article Getting Started with Family Governance here.
Team Blackwood
Feb 9, 2021
Green Box Exercise
The “Green Box” is really a metaphor for a designated place to keep all your important planning documents so that people then know where...
Team Blackwood
Feb 9, 2021
Genograms – What Are They?
At Blackwood, we utilize a tool called a genogram to help us understand the relationships and connections in each client family....
Team Blackwood
Jan 13, 2021
Big Rocks Exercise Worksheet
Imagine you had to fill an empty jar with rocks, gravel, and sand. There are many ways you could approach this with varying levels of...
Chelsea McKee-Trenchard
Jan 4, 2020
A Family on a Mission
In some ways, a family is like a small company with everyone working together to create a positive culture and support successful family...
Patrick O'Connor
Nov 6, 2017
The Impact of Social Investing on the Next Generation
The concept of ‘social investing’ is not new. We have seen many versions of this over the years, starting with what was also called...
Patrick O'Connor
Nov 6, 2017
How to Prepare Children for Wealth
Many people that I work with feel that if they have a current will completed, their estate plan is organized. While having a current will...
Patrick O'Connor
Oct 1, 2017
Taking the Time to Teach: Raising Healthy Children Amid Affluence
A year ago I wrote about the challenges of raising “financially fit kids” and suggested a book written by Lee Hausner as a great...
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