Family Office – Succession Services
Family Legacy
Ensure your legacy thrives for generations with a comprehensive strategy.
Financial Roadmap
Set the course for your business, your wealth, and your family with an informed roadmap.
Transition Management and Succession Planning
Create a plan to support a smooth transition and secure the future of both your family and your business.
MNP British Columbia
Family Office Services
Our Family Office Services team works with you to navigate key decisions and milestones for both your family and your business. We’ll support you throughout every stage of your journey — from the start of your business to after you exit.
Our advisors help identify issues and opportunities and secure alignment around values and goals in all aspects of your life, your wealth, and your business. We can help develop a roadmap to maximize and organize your wealth, simplify your life, and guide you down a path to reach your family and business goals.
Transition management and family legacy planning can help set your next generation up for success when you’re ready to move on to what’s next. Our team can help you navigate complex family dynamics, understand your options, and make informed decisions to achieve your goals.
You’ve worked hard to secure a comfortable lifestyle for you and your family. Now’s the time to ensure you can enjoy it.
MNP succession checklist
You need a comprehensive succession plan to get the most out of your business. Understanding how to maximize the value of your business when you retire and smoothly transition your business to the next generation can help ensure peace of mind. This checklist will help you secure the future you’ve worked so hard for. Download our succession checklist to ensure your exit is as successful as your business.
How can we help:
- Accounting and Compliance
- Tax
- Succession Planning
- Employee Share Ownership Planning
- Estate Planning
- Private Foundations
- Financial Modeling
- Selling your Business
- Performance Improvement
- Structuring your Real Estate Investments
- Due Diligence for Business Acquisitions
- Corporate Re-Organizations
- Tax Planning & Compliance
- Family Governance
- Wealth Strategy
- Philanthropy
- Business Valuations
Advice for your Family Business
Learn how to make the most of your family business throughout every stage of its lifecycle.
Thoughtful Succession Planning Ensures Protection Against Unexpected Events
A successful business exit requires you to plan ahead and be flexible. Learn the key areas to consider in this article.
Family Office Playbook
Discover insights to help you navigate the complexities of your family and your business.
Succession Service Insights
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Confidence
October 03, 2024
Succession Planning Basics: How to get what you want for your business
Knowing what you need and what your options are is difficult to do on your own and often the reason business owners fail to plan for their own exit.
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Progress
January 04, 2024
A guide to family offices: What you need to know
We answer your most common questions about family offices and how they can help manage your wealth and plan for your family's future.
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Progress
Is your family prepared for the unexpected?
Is your family prepared for the unexpected? Learn how building a serious illness plan can provide continuity for your business and your family.
Contact Our British Columbia Succession Team Leaders
Kerry Smith CPA, CA, TEP
National Leader, Family Office Services
Wayne Lenihan CPA, CA
Lower Mainland Leader, Succession Services
Geoff McIntyre CPA, CA
Partner, Business Advisory Services
Our commitment to you
The day-to-day responsibilities of managing a successful organization can hold you back from developing a thorough strategy. Exiting a business is a process, not an event, and the right opportunity can come up on you unexpectedly. With a proper plan, you’re ready to take advantage.
Building the right succession strategy requires clear goals and thorough planning. Our team brings deep experience to help you create a plan that works for your situation. Let’s get started.
Contact a member of MNP’s Succession Services team today.