EMPLOY 6 MILLION+ PEOPLE.CONTRIBUTE OVER 60% TO OUR GDP.GIVE $1.5 BILLION+ TO CHARITY.YOU

YOURFAMILY ENTERPRISE MATTERS

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XCHANGE KNOWLEDGE

XCHANGE EXPERIENCE

XCHANGE ADVICE

XCHANGE WISDOM

Sources of front cover statistics:

1. Deloitte study “Are Canadian Family Businesses an Endangered Species”, 19992. PWC publication “Securing the Future: Family Business Survey 2014”3. CMG research report “Business Families: Building a Better Future”, 2014

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Introducing the Family Enterprise XChange, created because family enterprises like yours are critical to Canada’s economic and social wellbeing. This new, national organization is here to empower enterprising families and their advisors with a unique blend of shared wisdom and experience, and the world’s best, leading-edge thinking and knowledge so they can succeed and flourish.

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CREATING INTER-GENERATIONAL HARMONY

AND SUCCESS FOR FAMILY ENTERPRISES

The Family Enterprise XChange is here to propel enterprising families and their advisors to new heights. Through local chapters and a national movement the Family Enterprise XChange connects, supports, inspires, educates and advocates for our family enterprise community.

The Family Enterprise XChange:

Provides a sponsor-free, safe harbour for families through an expanding network of local chapters across Canada, a community of like-minded peers in which they can safely share their own unique and incredibly valuable experiences.

Brings the best global knowledge, resources and comprehensive educational programs along with expanded local and national programming including an enhanced national conference.

Helps families become aware of the advice they need, of advisors who understand that need and of the value that an FEA designated advisor brings.

Adds a respected and engaging voice for family enterprise into the Canadian economic, political and cultural conversation.

The Family Enterprise XChange offers this unique mix of knowledge and shared experience that can help families navigate through transitional issues, diversification and every other aspect of their personal and business journey to success.

“We changed from being stuck by many personal obstacles in our way, but now are free to create great things for our business.”

FAMILIES AND OUR ECONOMY NEED HIGHLY

INFORMED FAMILY ENTERPRISE ADVISORS.

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Family enterprises face challenges and have opportunities that other businesses don’t. The role of advisors is pivotal. More than 800,000* family enterprises across Canada need experienced and expert advice from professionals who understand the nuances of family enterprise.

For Advisors the Family Enterprise XChange provides:

Help to differentiate themselves in the highest professional manner with an FEA designation, the most respected family enterprise standard in Canada for advisors.

Empowerment for every advisor who wants access to the best practices and knowledge in the field of Family Enterprise to become a trusted advisor of choice.

A safe and sponsor-free environment of shared wisdom and experience in a community of peers, through local chapters across Canada.

*Family Enterprise XChange estimate based on 80% of Employer Businesses in Statistics Canada, Business Register, December 2012

“There is a great deal of distraction in family businesses including personalities, family communication and ownership issues. The FEA program provides deep and specific knowledge that helps me support the families and navigate them through these complexities.”

THE FAMILY ENTERPRISE XCHANGE

FOUNDATION. EMPOWERING THE

ENTERPRISING STRENGTH OF FAMILIES.

The Family Enterprise XChange Foundation is engaging global thought leaders in the field of family enterprise. It funds the most holistic and highest impact research, advocacy and educational programming.

The Foundation’s ongoing, sustainable funding will provide leading-edge program growth and development that will be available to the Family Enterprise XChange community so they have the best opportunities for success.

The Foundation board brings relationships and the expertise to guide, build and inspire partners on a global and national scale and ultimately change lives by empowering family enterprises across Canada.

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JOIN THE FAMILY ENTERPRISE XCHANGE AND

BE PART OF THE TRANSFORMATION OF FAMILY

ENTERPRISE, CHANGING LIVES, AND LEAVING

A LASTING LEGACY ON CANADA’S ECONOMIC

AND SOCIAL WELLBEING.

For more information, please visit Family-Enterprise-XChange.com or e-mail info@family-enterprise-xchange.com

465 MORDEN ROAD SUITE 112 OAKVILLE, ON. L6K 3W6

1.866.849.0099 | 905.337.8375 FAMILY-ENTERPRISE-XCHANGE.COM