Search
Close this search box.

Our Promise to you is:

WEALTH MADE CLEAR™

Because with clarity comes confidence that you’re getting real results.

The Financial Freedom Blog

All     Podcasts     Articles     Videos

Succession Planning for Family Business – What is a Family Enterprise Advisor?

When helping family business owners plan for succession, retirement, and multi-generational continuity, involving a certified Family Enterprise Advisor (FEA) can help create better outcomes for all parties involved.  Maili Wong shares her insights on why the FEA designation may be the “gold standard” for professionals who advise family business owners, to empower their clients with deeper relationships and broader perspective on the issues they face.

RECEIVE OUR MONTHLY MARKET UPDATE







Smart Risk Book

Book a Complimentary Consultation with Maili Wong, ranked one of Canada’s Top Wealth Advisors for two consecutive years or contact us to receive a complimentary signed copy of her best-selling book, Smart Risk: Invest Like the Wealthy to Achieve a Work-Optional Life.