Traditional estate planning concentrated for a long time upon hard assets: the money; whereas its originators now embrace a more effective approach driven by some of life’s most treasured assets: values & relationships. Tax planning, legal and accounting advice often drove the process, whilst still incredibly important, legacy giving is about much more than […]
Key Ingredients of the Shareholder’s Agreement in the Transferring of Shares & Investment Buy Out
February 14, 2019
A great wit once said that: “ The two best days of owning a boat are the day that you bought it and the day that you sold it.” You don’t have to be nautically inclined to make the same parallel with a Family Business. If from the outset you and your partners are maintaining […]
2019 MOTIONBALL GALA PRESENTED BY GRAND MARNIER
January 28, 2019
Have you bought your ticket yet for the 2019 motionball Toronto Gala, Friday February 1st at the Liberty Grand? Thanks to your support, tickets to the motionball Toronto Gala have SOLD OUT for the past 5 years, so hurry over to https://www.motionball.com/galas/toronto/2019/MBALL before all of the tickets are gone! Hosted by Devo Brown you don’t want […]
10 Anticipatory Thoughts for Family Owned Business Survival
January 23, 2019
“While entrepreneurship is rife with optimism; anticipatory prudence can reap significant dividends for the survival, growth and ultimate maximum monetization of value from the Family Business. Many of these points seem fundamental – but amazing how often they are missing in action: 1) Does structure of corporation anticipate current & future growth? 2) Founders disciplined […]
Pre-Shareholder’s Agreement Invaluable Discussion Points
December 23, 2018
The Shareholder’s Agreement is as important a future road map for the Family Business as a Will is for any adult. Like driving in the Alps without GPS one never knows when both may be relied upon. Surprisingly those with either are in the vast minority. Below are some principles of common sense to be […]
The Top 10 Tips Of A Winning Business Exit Strategy
December 17, 2018
A good friend and client once opined to me that: “If it weren’t for his employees and customers – he would really enjoy his Family business!” Yes – employees and customers; products and services; research and marketing; compliance and quality control; financing and cash flow are but some of many issues constantly facing the Family […]
2018 motionball Marathon of Sport May 26th!
May 23, 2018
Let’s Do Something Special on the Playing Field! Etherington Generations is a proud sponsor for the 2018 motionball Marathon of Sport in Toronto this Saturday May 26th at the Downsview Hangar! Join motionball co-founders Paul and Mark Etherington for a day on the field, all in support of the Special Olympics Canada Foundation! What is Marathon […]
Tuesday Talks with Brian Etherington: Wealth & Well Being
May 1, 2018
A leading cultural and spiritual question of the current era is how to make wise decisions in an age of affluence. The increase of personal affluence and wealth has put before increasing numbers of people the opportunity to decide something substantial: whether and how they wish to move from an emphasis on the quantity of […]
Tuesday Talks with Brian Etherington: Fixed Income Investment Considerations
March 27, 2018
Prudent and successful investors weigh risk tolerance; safety of capital; potential for growth; efficient tax treatment which doesn’t negate the benefit of certain types of investment and harmonious integration with their own financial and estate planning objectives when structuring their investment portfolios. In this historic time of low interest rates some investors may at their peril assume […]
Tuesday Talks with Brian Etherington: Philanthropic Giving in Canada
February 26, 2018
Canadians have proven themselves to be generous; carry a sense of duty towards their fellow citizens in need and have a clear understanding that to address philanthropy is to engage in moral biography. Speaking as our guest to the Board of Directors of a national Canadian charity, Dr. Paul Schervish, of the Centre on […]
