Sparking Collaborative Results.

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+1 403 815 7981

Family Business

Finley & Associates assists Family businesses with organizational structure, planning and policy development. We prepare family members for the transfer of wealth, help them to align with family values and assist them with becoming engaged in the family business. Finley & Associates also partners with outside professionals to deliver wealth management advisory services.

As mentors and senior advisors, we are one of the few Calgary firms with the experience to provide trusted counsel to Family Offices on:


  • Family charter and values
  • Policy development
  • Governance structure
  • Strategy planning
  • Business skills development
  • Succession planning
  • Intergenerational training
  • Foundations and philanthropy strategy planning
  • Board administration
  • Board member development


start-quoteWe hired Finley & Associates in 2014 to help us transition our businesses from a single owner previously run by our father to a corporation owned operated and directed by his daughters. With Finley’s help we built our governance and corporate structure, developed family office policies and practices, created a foundation board and mandate, and started annual family retreat gatherings.”

– 3rd Generation Family Business Executive

start-quoteFinley & Associates has mediated our family board meetings for two years now and coached us on how to govern ourselves through many complicated business transactions. Donna’s support was and continues to be integral to our success in accomplishing these milestones!”

– 3rd Generation Family Business Executive