Enabling family conversations

Three Approaches to Prepare for Communicating Under Pressure 

Engaging in difficult conversations is an inherent aspect of most family interactions. Some families may avoid difficult conversations all together. By doing so, they potentially deprive family members from accessing a variety of perspectives and ideas that can help gain a better understanding of the issue at stake.  

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What ‘hat’ are you wearing?: 

Using the ‘hats/rooms’ framework to enhance communication in enterprising families For enterprising families with a multi-generational mindset, communication can become complex as members handle diverse roles and situations within their own family. In such cases, the ‘hats/rooms’ concept proves to…

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A conversation between Caroline Phaneuf and Patricia Saputo on Navigating Roles and Rooms 

Navigating Roles and Rooms: How to Build A Family Learning Mindset to Create Longevity  Katie Darnall from Trusted Family hosts a conversation between Caroline Phaneuf and Patricia Saputo from Crysalia, who explore how identifying and developing awareness of the different…

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Family Meeting

‘Let the quiet ones speak and the loud ones quiet down’: How to stage a family meeting

Family meetings can be facilitated in the family dining room, the office boardroom, hotel conference rooms and even private castles in Scotland.  Choice of facilitator and setting can keep get-togethers from devolving into the same old, same old Diane Jermyn…

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Giving a big inheritance? Don’t neglect to prep the recipient

It’s counterintuitive, but high-net-worth beneficiaries can feel unprepared to handle a rush of wealth. Having conversations with recipients sooner rather than later can help you decide when it’s most appropriate to pass on a legacy. David Israelson • Canadian Family…

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Councils help families ease into more formal governance

Meetings also promote unity and keep family members from ‘heading off in all kinds of different directions’ Cindy McGlynn  •  Canadian Family Offices Benevolent dictatorship models of family governance are popular, often by default. But by the time a family business involves…

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The worst strategy for coping with blended families: Hope it goes well.

We had the great pleasure to be interviewed by Augusta Dwyer from canadianfamilyoffice.com. Please enjoy her article: The worst strategy for coping with blended families: Hope it goes well.

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Tensions between families and their own family offices are rife – could a chief learning & development office help?

Tensions between families and their own family offices are rife

We had the great pleasure to be interviewed by Michael Foster from Family Capital. Please enjoy his perspective on our conversation as it pertains to the role of chief learning and developement office.

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