Family Office Services
Build a Family Office that serves the financial and professional needs of your family enterprise sustainably.
Processes
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Continuity Audit
Build a comprehensive action plan to support the long-term success of your family enterprise.
Family Office Governance
Build a Family Office that serves the financial and professional needs of your family enterprise sustainably.
Related insights
Newsletter
LGA Insights – October 2026
As your leadership teams regroup for the final stretch of the year, and the complexities of governance and family dynamics are coming into sharper focus,
-Articles
A Platform, Not a Portfolio: Why a Family Office Needs Governance as Much as Any Operating Company
Building a family office is not simply a decision about where to place assets. It is a decision about how a family intends to organize, govern, and steward its wealth over time. Before deciding whether to build an SFO, join a Multi-Family Office (MFO), or use a hybrid model, owners must answer two foundational questions:
What do we actually need the structure to achieve? What structure best fits our needs?
-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
2025 Global Philanthropy Environment Index: Caribbean
Sharilyn Hale was the Caribbean region editor for the The 2025 Global Philanthropy Environment Index: Caribbean Regional Report.
-Articles
The Four Horsemen of the Apocalypse: What Divorce Research Teaches Us About the CEO-Chairman Partnership
A CEO-Chairman partnership, like any other meaningful human partnership, isn’t something that happens to you. It’s something you build, day after day, conversation after conversation, and there’s always room for improvement.
-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.
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.