Wealth can be created at each stage of the life cycle of the family business. The foundation established early on will create a harvest at a later time. Many families experience turbulence when transitioning their businesses (and wealth) to the next generation. It needn’t be so. Being proactive in your approach to this critical subject can successfully prepare the recipients of your wealth and ensure the continuity of your business, and your legacy. We know what issues typically arise at each step along the journey—the key for clients is to anticipate and prepare for them throughout the various stages.
In this informative presentation, Wealth Advisors Ron Haik and Karisa Schaitel alongside our in-house family dynamics expert Rick Goossen, shared the most common obstacles families face when creating wealth through the life cycle of the family business and what you can learn from the mistakes we commonly see in family businesses.
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Presenter Bios
Ron Haik, MBA, CFP, CIM, FCSI, CIWM, TEP – Wealth Advisor | Client Relationship Manager
Ron Haik brings over 20 years of experience in the financial services industry. He has gained a breadth of experience working with some of the world’s largest financial institutions advising clients in a variety of roles, such as Financial Planner and Investment Advisor, in the areas of domestic and offshore planning for the high net worth segment.
For his full bio visit: https://nicolawealth.com/our-team/ron-haik/
Karisa Schaitel, CPA, CA, CMA, CFP – Wealth Advisor | Client Relationship Manager
Karisa Schaitel brings with her over 15 years of banking, investment, and wealth management experience both within Canada and internationally.
For her full bio visit: https://nicolawealth.com/our-team/karisa-schaitel/
Rick Goossen, BA(Hons), JD, LLM, PhD – Business Development
Rick Goossen is a member of Nicola Wealth’s Business Development team. He brings with him an extensive background in the finance and legal industries, including five years in Hong Kong with the largest law firm and a merchant bank. Rick has extensive experience with high net worth individuals and families, working with them in both a financial and governance capacity.
For his full bio visit: https://nicolawealth.com/our-team/rick-goossen/
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