Family Workshop – Compass for Entrepreneurial Families
October 5 @ 1:00 pm - 4:30 pm MDT
→ Part of Connecting Family Enterprise — Alberta
Entrepreneurial families face a unique and complex journey. Navigating through family, businesses and ownership issues is a rewarding, but challenging process that can be aided by expert advice, theoretical grounding, and practical tools. In this interactive facilitated learning program, we will use the three-circle model to illustrate how family dynamics change as the family, business, and ownership evolve, what governance mechanisms can help families navigate this change and how this impacts future planning.
Margaret-Jean Mannix, ICD.D, FEA
Chairman, Loram 99 Corporation
Chairman, The Carthy Foundation
Margaret-Jean's business experiences and travels have helped her develop a keen understanding of international business practices in Canada, Great Britain and China. In England, she held a management position at Global Private Banking, The Royal Bank of Canada, and she has held positions with increasing responsibility in her own family’s businesses since 1995.
In 2005, she was the Director of the China Project team that toured through over thirty cities in China, investigating that country’s business culture, social fabric and cultural history. She has over 20 years of experience in her own family’s diverse business activities—a large multi-generational company based in Western Canada. She is currently the eldest member of the 4th generation and has taken a leadership position in the family office, family council and foundation.
Co-Founder, Family Wealth Coach Planning Services
Allison is the Co-founder of Family Wealth Coach Planning Services, based in Calgary, Alberta. Over the past 20+ years, she has become the “Chief Legacy Officer” for many Canadian families and their businesses. She specializes in working with multi-generational family offices, family businesses and high net worth individuals, with a focus on estate, insurance and succession planning.
Allison is passionate about helping families make enduring decisions that take into account the perspectives of all stakeholders – family, shareholders and management. Her work includes articulating a family’s core values and identifying “What Matters Most” to each stakeholder. Her goal is to identify each family’s “Place of Most Potential” and ensure they thrive for generations to come.
- Cameron Alexander