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Family business transition planning is a deeply personal process that looks different for every family.

The process can highlight business issues and surface family matters. Without the right mindset and guidance, families can struggle and often become divided. It doesn’t have to be this way.

We work with family businesses experiencing the challenges of transition and succession planning. We help them create a thriving family unit, and a successful future for both the business, and each member of the family.

How can we help?

We work with both the family and business leader, as well as the next generation, to help prepare them for the transfer of assets and their future responsibilities.  


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A Clear Roadmap
A Clear Roadmap

With an understanding of the unique history of your family, we co-develop a personalized roadmap that puts in place the right business structures and practices to create a sustainable business and thriving family.

A voice for every family member
A voice for every family member

We guide your family through having important conversations, creating an inclusive environment where every family member feels confident in sharing their perspective.

A future vision grounded in the past
A future vision grounded in the past

We work with all family members to help preserve what your family has accomplished and see possibilities for the future. We support each family member in defining and developing into their future roles.

 

The Result: Creating the best future for your business, the integrity of your family, and your legacy.

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A whole system approach

As accredited Family Enterprise Advisors, Don Edmonds and Heather Rose combine their complementary skillsets in financial advisory and family counseling, allowing families to work with one advisory firm to support them in all areas of transition planning.

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Testimonials
Roger Grochmal, P. Eng., C. Dir., CEO | AtlasCare

The process of business succession planning within a family business can be a very daunting process. Like most, I started out with all the expert advisors out there and found that it was left to me to figure out how to put it all together. With your comprehensive approach, Don helped me pull the plan together while Heather worked with our family to address all the complex human issues one has when there are children working in the business and others who are not. Through active participation of all family members, you helped us arrive at a succession plan that really works for everyone.

 
 
 

What’s holding you back?

Only about 30% of affluent families successfully retain and grow their wealth and maintain family harmony following a transition. Many business leaders put off planning for the future. But family dynamics, not technicalities in will and estate planning, are more often what wreak havoc on a family. We understand the overwhelming and often isolating experience of leading a transition.

We’ve worked with many family businesses just like yours and would love to learn more about your family to see how we can help.