P.A.Gs are such a great opportunity for members to learn from each other – and it’s fun for me to help a P.A.G get off on the right foot together! I want to co-create the best experience for all of the members.
Steve is a Family Legacy Advisor based in Montreal, Canada. He grew up in a business family destined to take over the company his father had founded before he was born. After an unexpected liquidity event, he ended up managing their family office instead. He also married into a business family, where he has witnessed a number of other complex issues. He came across the Family Enterprise Advisor (FEA) program in Canada, which turned into a career-changing calling for him. Since then, he has been working with other business families as they face the challenges surrounding their intergenerational transitions. He works as an advisor, mediator, coach and author.
Key Skills
- Facilitating Family Council meetings
- Creating Family Governance
- Mediating sibling disputes
- Coaching certification and Facilitation and ADR training
- Creating and Moderating Peer groups