Paul serves multi-generation family businesses as a family enterprise advisor. Over twenty-five years of experience provide him with ample tools to support and motivate families in business.

 

 

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Paul serves multi-generation family businesses as a family enterprise advisor. Over twenty-five years of experience provide him with ample tools to support and motivate families in business.

 

 

Leadership development and successor choices are two of the most challenging responsibilities for family business decision-makers. Preparing the next generation of leaders well is so important to family business continuity that Paul helps parents teach their children financial literacy, work ethic and business acumen from an early age. He also runs an annual “Financial Boot Camp” for young adults to give them a solid financial foundation.

Paul and his wife Jan actively support several charities that serve youth and impoverished people as nearby as downtown and as far away as Haiti and Africa.

Paul’s credentials:
• Certified Financial Planner (CFP)
• Family Enterprise AdvisorTM (FEA)
• FFI GEN Certificate in Family Wealth Advising (CFWA)
• FFI GEN Certified Family Business Advising (CFBA)

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