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Blackwood Family Enterprise Services Advisory Expansion

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

Expanding Our Reach to Serve Families Better

Recognizing the unique challenges and opportunities enterprising families face, Blackwood continues to expand our expertise in family dynamics, governance, business transition, philanthropy, education, and communication. 

Welcome to the Blackwood team:

Lisa Cefali

Lisa is a Family Enterprise Advisor and a Shareholder with Legacy Bowes, a Winnipeg-based, national HR Consulting firm. Lisa’s experience in building successful teams, cultivating corporate cultures, and navigating growth and transition makes her an excellent addition to the Blackwood team.

Penny Leckie

Penny is a Calgary-based Family Enterprise Advisory and Chartered Professional Accountant with over 20 years of income tax, estate planning, and financial advisory experience. A recognized community leader, Penny’s relationship and technical expertise position her well to offer comprehensive and creative solutions for the challenges facing the enterprising families we serve.

Steve Legler

Steve is a Family Enterprise Advisor and Family Legacy Coach based in Montreal. When an unexpected liquidity event happened in his family business, Steve found his true calling as a facilitator, mediator, and coach to enterprising families.

Our new advisors are dedicated, experienced, and passionate about helping enterprising families achieve their desired future state with solutions as unique as your family.

“Blackwood’s goal is to provide enterprising families, wherever they are located, with the highest level of expertise and personalized service to help them achieve their enterprise and personal objectives. Our work preserves family harmony and fosters growth to ensure a lasting family legacy.”

Patrick O’Connor, CEO

Follow us on LinkedIn for future posts highlighting the expertise of our talented team of advisors and faculty.

Click here to learn more about how the Blackwood team can help your family enterprise create lasting harmony.

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