Family Office Services
Build a Family Office that serves the financial and professional needs of your family enterprise sustainably.
Structures
Related services
Continuity Audit
Build a comprehensive action plan to support the long-term success of your family enterprise.
Succession Planning
Supporting successful leadership of your family enterprise today and in the future.
Related insights
-Articles
Mind the gap: Philanthropy and Canada’s high-net-worth data deficit
We are proud to share recent insights from Dr. Sharilyn Hale, a valued advisor at our firm, who recently co-authored a compelling article for Canadian Family Offices. In the piece, titled “Mind the gap: Philanthropy and Canada’s high-net-worth data deficit,” Sharilyn and co-author Keith Sjögren shed light on a critical blind spot within Canada’s charitable sector: the glaring lack of data surrounding high-net-worth (HNW) philanthropists.
Newsletter
LGA Insights – July 2026
Our Partner Mika Mazor made time to craft her latest article, “Succession Shadows: Why letting go of the CEO Seat is the Hardest Act of Leadership”. Mika highlights the unique challenges associated with recruiting your first external, non-family CEO—a decision which can be a vital strategic step toward long-term continuity, yet also trigger intense emotional resistance. She also shares practical advice for families contemplating this critical shift in leadership design.
We are also thrilled to share with you a recent episode from Season 2 of the LGA Lighthouse Podcast, “How Coaching Unlocks Family Enterprise Potential”, featuring LGA Partner Wendy Ulaszek. She discusses the difference between therapy and coaching, shares methods for how to cultivate ambidextrous leadership, and explores how individual growth and development can serve as a catalyst for healthier family systems.
-Articles
Succession Shadows: Why letting go of the CEO Seat is the Hardest Act of Leadership
While passing the torch of the CEO seat to the next generation is often the ideal path for many family enterprises, it is not always the right answer. In fact, the most loving and responsible act a family can perform for the next generation is precisely the decision to recruit a professional CEO.
-Research
Philanthropy in Complex, Multi-Generational Families
For many, family philanthropy presents an opportunity to create a shared experience, unifying the
family by working together toward a lasting legacy of impact. Family philanthropy can also give
participants an opportunity to explore and cultivate their personal—and sometimes separate—
philanthropic passions
-Podcasts
The Succession Conspiracy – Moving Beyond the Struggle of Letting Go
In this episode of the LGA Lighthouse podcast, host Tim Yeung continues his two-part conversation with LGA co-founders Kelin Gersick and Ivan Lansberg. Building on their previous discussion about family systems, they dive into one of the most persistent and emotionally charged challenges in family enterprise: the Succession Conspiracy. They explore why succession is so frequently avoided and how to transform it from an individual struggle into a shared institutional process.
-Podcasts
The Power of Models – Navigating the Network of Families
In this episode of the LGA Lighthouse podcast, host Tim Yeung kicks off a two-part conversation with family enterprise pioneers and LGA co-founders Ivan Lansberg and Kelin Gersick. They explore the practical power of conceptual models—not as academic concepts, but as essential tools for helping families make sense of the deep complexity inherent in multi-generational businesses.
Related advisors
Communication
Paula Rincon
Paula specializes in working with business families, helping them navigate interpersonal dynamics, manage conflicts, and strengthen relationships to ensure family harmony.
Education
Claudia Tondo
Claudia has been advising business families for over three decades, with expertise in businesses families’ transitions, family governance, shareholder relations, family protocols, and strengthening corporate governance.
Education
Marcy Laviage
Marcy’s experience as a clinical psychologist, executive coach, and team facilitator gives her a unique ability to recognize the impact of individual factors in a team environment.
Education
Diane Roche
Diane is a psychologist who consults in complex business and family environments to optimize the functioning of both individuals and the family business system.
Agreements
Vincent Didkovsky
Vincent is an experienced family office professional with a strong background in tax, estate planning, investment management, and governance design.
Boards
Jeremy Cheng
With over two decades of experience in the field of family enterprise, Jeremy works closely with enterprising families to develop and review their governance systems, facilitate strategic transitions of their legacies, and nurture individual and organizational capabilities to achieve their shared future.