Planning beyond the horizon: A multi-generational outlook

Comprising more than 60% of all private sector firms, family enterprises will be critical to Canada’s post-pandemic recovery– but only if they improve the success of their generational transition.

With their long-term vision, concentrated power, and capital strength, family enterprises will be critical to the global economic recovery from the pandemic. But only if the success rate of generational transition is improved. With a focus on planning beyond the horizon, this report examines what it means to have a multi-generational outlook, the interdependence of family and business health, and the red flags that could be putting both family and business at risk.