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Progressive Insights – Family Offices
May 26, 2021 @ 5:00 pm - 6:30 pm EDT
Exclusive to family members of our Progressive community. Please join us as we embark on a community conversation on family offices.
What is a Family Office? “A family office is the purposeful, organized, and collective effort by family members, with the assistance of non-family professionals, to transition the soul, spirit and ethos of a family, and its tangible wealth, to subsequent generations.” C. Cole
Not everyone needs a family office. There must be a desire to stay connected for a common purpose. Throughout history, empires, dynasties, and kingdoms were built with a focus on consolidating wealth and transitioning it by bloodline. Today the methods used by wealth creators to guide their family have evolved. Most family offices are created to foster a healthy family relationship and to maintain a wealth legacy. A family office is the central hub where priorities such as wealth preservation or expansion, family education and dynamics, philanthropy, communication, and much more, are managed. Join Carolyn Cole, Cole & Associates for an in-depth discussion into the complexities and realities of starting and maintaining a Family Office.
Progressive member Nathalie Marcoux, CA Vice President, Finance of Capinabel Inc., a private management company, and a key Learning Champion for her family, will join the discussion to share her personal experience, the strategic wins’ and challenges faced as their family developed their Family Office.
Wednesday, May 26, 2021
5:00 PM - 6:30 PM EDT
Online via Zoom
From the comfort of your home!
Who Can Attend
Family members of our Progressive community are invited to attend.
Carolyn J. Cole,
President Cole & Associates
After twenty years of advising enterprising families across Canada and a successful wealth advisory career spanning three prominent Canadian financial institutions, Carolyn Cole joined KPMG to help structure and build their national Family Office Practice. With KPMG’s platform in place, she launched Cole & Associates which creates and delivers customized family office strategy and design.
Carolyn personally leads two prominent Canadian family offices, supports others on a project-by-project basis and collaborates with corporations and enterprises to help them navigate the sector. Her depth and breadth of knowledge, combined with her network of family office professionals, enables Carolyn to accurately identify what family office elements are important to her clients, eliminate unnecessary industry jargon, educate families and advisors, create actionable roadmaps and source best in class talent. Carolyn coordinates families and their advisors to develop efficiencies that are often missed when multi-disciplinary professionals are working together.
Carolyn has been directly involved in the transition and or advisement of over two and a half billion in net worth. She founded a private Family to Family Capital Connection platform which supports deal flow within her network of families. Recognizing another much-needed service, Carolyn is in the process of co-founding Family Office Administration Services (FOAS) which delivers bookkeeping and administration to family offices across Canada.
Carolyn often draws upon on her personal experience of raising her now adult sons who are the fourth generation of a family enterprise. This rare lens assists other families in avoiding unintended consequences that may result from the best of intentions. Her tangible life experience has been integral to Carolyn’s advisory approach.
Madam Nathalie Marcoux, CPA CA,
Vice-President Finance at Capinabel Inc.
Madam Nathalie Marcoux, CPA CA, is vice-president finance at Capinabel inc, a private holding company, since 2001. She is a member of the board of TC Transcontinental inc and president of the advisory board of HEC’s Remi Marcoux Entrepreneurial Track.
Madam Marcoux sits on the advisory board of Tandem Launch and is a member of Anges Québec, a network of angel investors, and is president of the advisory board of the HEC’s Carmelle and Remi Marcoux Chair in Arts Management.
Madam Marcoux has been a judge for C2MTL’s 25 Emerging Entrepreneurs, Startup Fest, E&Y’s Entrepreneur of the Year and Fondation Montreal inc. Madam Marcoux holds a B.A. from McGill University and a B.Com from HEC Montreal.