Family Enterprise Advisory

What we do

We help family-owned businesses align business goals with family goals through succession and ownership transition.

• Business succession and exit planning
• Corporate governance: advisory versus fiduciary boards
• Family governance, values, and family constitution
• Wills and estate planning
• Estate terminal tax liability and planning

Who leads it

The practice is led by Neil Cockburn, Director, who holds the Family Enterprise Advisor (FEA) designation and has more than 40 years of family business experience.