Insight, vision, solutions
for the family, the enterprise, the future
Insight, vision, solutions<br/>for the family, the enterprise, the future

Strengthening Families, Growing Wealth.

Lead works with families to bring clarity to the complex issues unique to family businesses and the transfer of wealth and wisdom to future generations.

As a team of established and experienced professionals from diverse backgrounds, we provide independent, impartial and expert advice to help families achieve harmony and grow their wealth – their assets, relationships and legacy.

We take an unbiased and objective approach to family advisory services. Our assessment of your family enterprise and our recommendations for action will include solutions that address complex legal, wealth management, financial, insurance and conflict resolution issues.

And while we have leading experts in these fields on our team, it is entirely up to you if you choose to use our services or those of other advisors to implement our recommendations.

At Lead, we are honoured to work with family enterprises ready to begin the conversation about their future – so that they can move forward with greater purpose, harmony and confidence.

Let’s get to know each other. Learn more about our work, our team and our process. And then give us a call – we’d love to get the conversation started.