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Sharilyn Hale

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Sharilyn Hale

Sharilyn Hale

Sharilyn is a leading governance advisor who helps enterprising families give with passion, collaborate, and envision a meaningful legacy aligned with their values. Both in philanthropy and the wider family enterprise field, her bespoke advisory services help families explore questions of purpose and values – often at times of change or generational transition – so they can move forward with greater clarity and confidence.

As a Chartered Director, Sharilyn expertly blends corporate and family governance principles in her work, helping foundations and boards define and build systems to support their vision for social and family impact. She teaches governance and leadership at Carleton University, and her doctoral research focused on governance and multi-generational families. Her published work includes key research reports and contributions to leading academic texts on generous families, global philanthropy, and the charitable sector.

Sharilyn is an engaged volunteer and board director. In recognition of her significant contributions, Sharilyn was awarded the King Charles III Coronation Medal in 2025. She also received a Family Wealth Report Award for her work advancing philanthropy in the Caribbean, where she grew up and continues to work.

Sharilyn lives in Toronto (Canada) and Barbados, and is happiest when her toes are in the sand.








Insights by Sharilyn Hale

Articles

Family + Philanthropy: Unpacking Great Governance for Generous Families

For families involved in philanthropy, governance is how they organize themselves to make decisions about their giving and demonstrate accountability to themselves and their community. While governance is too often equated with compliance and boring board meetings, it is, in fact, a dynamic and creative process at the heart of family engagement and impact.

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.

Articles

A Family Foundation Won’t Fix What Isn’t Working

Before establishing a family foundation for the purpose of collective giving, it is imperative that families consider their ability to find common purpose and work together productively. A collective approach to giving should build on a foundation of social capital, rather than be a driving tool to create it.

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