Place Category: London
Chris is the author of “The Naked Opus: Growing Your Family Wealth for the Long Term” (2018). He is a Podcaster, Professional Speaker, Family Enterprise Advisor, Lawyer, Finance Professor at Fanshawe College, and Intergenerational Family Wealth Strategist. From 2004-2018 he worked with Canada’s two largest bank-owned wealth management firms as a High Net Worth Estate Planner and Business Succession Advisor. In this role, he worked with enterprising business families and families of wealth and their advisors to help them develop goal-based, strategic intergenerational wealth continuity plans.
Description of Services & Expertise:
- Keynote and event speaking
- Conference workshops on estate planning, business transition planning, decision making
- Emcee and event moderation
- Family and Business meeting facilitation & Family and Business Governance Planning
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