Archives: Coaches

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 […]

As the NextGen family business leaders, we need to wear our family-ness as a badge of pride. When you look at the results family business brings to our community and economy, we have lots to be proud of. Dean Koeller is President of Calvert Home Mortgage Investment Corporation, a family-owned business for more than 45 […]

The FEC NextGen community has provided me the networking, idea-sharing and thought-provoking dialogue I had been searching for as a Gen 2 in my family business. Sharing this amazing resource with like-minded family business professionals is a passion of mine. Aaron Berman is the Vice President, Business Operations at BERMANFALK Hospitality Group. As an executive […]