Open to All Family Members

Please join us in London for a practical fireside chat on the Total Family Wealth Portfolio—a whole‑balance‑sheet for enterprise families. Learn how to approach wealth management so that it integrates investment strategies, risk, liquidity and governance with your operating companies, your current family needs and your multigenerational family legacy.

Together, we will discuss how to effectively manage wealth, diversify, maintain liquidity and make disciplined decisions that build continuity across generations. Light snacks and drinks will be provided, so come out and connect with your local family enterprise community in the greater London, Ontario area!

Please note: This is a relationship-building event focused on peer connections and learning. No solicitation or selling of services is permitted, particularly for any advisors attending the event.