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We continuously strive to enhance our team and are pleased to announce Vincent Valeri has joined CMG as a Principal...
Our independent research report on the profound impact of Canada’s leading business families on our nation’s economy…
A case study on how life insurance can play a cost-effective role in estate planning for even the wealthiest of business families – in almost all situations…
We share our insights and four "real-life" case studies on the hidden secret of business succession...
What would make Patagonia founder, Yvon Chouinard give away 98% of his company’s common shares? We share why and four things that stood out to us in this rare business move...
The ‘Operation London Bridge’ protocols set in motion, following the death of the Queen, are similar to the work CMG does with business families, specifically a process we call The 100 Day Plan – helping to smooth the transition to the next generation…
The tax wake-up call: after the shocking death of their younger brother, Jim Reid and his family are faced with a challenging tax liability issue...
Imagine this scenario. All of the estate documents are prepared. You've got the right people in place to fulfill the key executor and trustee roles. Covered all the bases. Or at least it seems that way. What could possibly go wrong?...
For successful business families, the issue of “spousal security” is rarely about money and net worth – and almost always about autonomy and control…
Kate McConnell shares her insights on two issues that crop up repeatedly with the business families she advises and how she addresses these issues...
After four generations of successful ownership (with no family member ready to take over) - what will happen to the Nordstrom family's future?...
Research & commentary
The hidden secret to business family succession
We share our insights and four "real-life" case studies on the hidden secret of business succession...
What makes a billionaire give away the majority of his wealth?
What would make Patagonia founder, Yvon Chouinard give away 98% of his company’s common shares? We share why and four things that stood out to us in this rare business move...
Why it’s vital for business families to plan for the end – at the beginning
The ‘Operation London Bridge’ protocols set in motion, following the death of the Queen, are similar to the work CMG does with business families, specifically a process we call The 100 Day Plan – helping to smooth the transition to the next generation…