Business and The Family

Most businesses in Canada are family owned and operated. Owning a family business brings with it many unique risks and challenges. As the family business is often the major asset and source of income it is imperative that this asset is effectively integrated into the overall planning process.

Planning for the family business is also complicated by the fact that the dynamics of family relationships are often carried over into the business.  If this dynamic is not addressed in the planning process, the best laid estate planning structures can unravel. Investaflex promotes a holistic approach which considers both the financial as well as the interpersonal dynamics of the family.

Investaflex has developed a family business office structure which is designed to incorporate such family business issues as the Family Vision, Governance Models, Ownership and Trust Structures, Human Capital Growth, Management Succession, the Change Management Model and the Strategic Business Plan.