An Advisory Board can be critical for the continuing success, growth and sustainability of a family business. Here are seven reasons why you might want an Advisory Board for your family business: Your industry is evolving and you are not sure the direction your business should be taking. An advisory board can provide you with expert advice and direction
We respect the decades of hard work families have invested in building successful enterprises. Our business transition and wealth support services secure the continuity of these companies and grow family wealth for generations to come. We simplify a complex process by planning for and managing all taxation, accounting, law, finance, and family and enterprise governance matters – as well as family dynamics.
With our comprehensive knowledge and extensive experience working with business owners, we are uniquely suited to support business families.
HERE IS HOW WE DO IT:
Our services are tailored to your family’s unique circumstances and needs. These services can include:
For more information about our services, please get in touch.
We would be pleased to discuss your family’s needs and how we can be of assistance.
Lisa Collins, QC, TEP
Lisa Collins has over 30 years of experience providing quality services and counsel to business owners and other high net-worth families. She is a member of the Law Society of British Columbia, the Canadian Tax Foundation, is a registered Trust and Estate Practitioner, and has extensive experience in wealth planning and management.
Lisa performs the role of trusted advisor to provide personalized solutions for peace-of-mind, long term financial security, and wealth preservation for future generations. With her extensive background in tax, corporate law, estate and business planning, she is the right one to lead the process.
Would you like to read more about Lisa’s experience and expertise?
There are many ways to stay in touch and we would love to hear from you. If you have any questions or comments, or would like to arrange a complimentary consultation, please feel free to contact us by phone or email. If you’d like to be the first to receive future articles by Lisa, be sure to subscribe to “Insight from Lisa Collins”!
407 – 3960 Quadra Street
We are located on the 4th floor of the Quadra Center at 3960 Quadra Street, just south of McKenzie Avenue.
Tips and strategies on family enterprises, managing business transition and supporting family wealth.
When it comes to managing a family enterprise and in particular, its transition to the next generation, it is important to pay attention to the “in-law factor”. As their children marry or enter into longer term relationships, many business owners become concerned about the impact their daughters-in-law or sons-in-law will have. They worry about their in-law’s influence on their child.
I am excited to launch my new website for Luminira Business Transition & Wealth Strategies. On the new site you will find more information about the work we do with business families. You will hear from some of them about their experience working with me and what it has meant for them. First established in 2004, Luminira will continue to