A Networking Opportunity for Family Wealth Advisors

Family Capital holders need your help to achieve long-term sustainability during succession, liquidity and other critical transition events.

Vancouver's Wealth Management Professionals can now join our group to gain expertise and join a growing network of professional in the critical emerging field of Private Capital Sustainability, pioneered at the Sauder School of Business.

WHO SHOULD JOIN THIS GROUP: Trust and Estate Planners, Accountants, Tax Specialists, Investment Advisers, Financial Planners, Insurance Agents, Wealth Advisers, Private & Commercial Bankers, Lawyers, Facilitators, Executive Coaches, Managements Consultants, and other Professionals advising families.

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What members are saying

 We had an excellent first meeting. Our guest speaker, Ruth Steverlynck, was great and she stimulated some really interesting discussion. 

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Upcoming Meetups

This group doesn't have any upcoming Meetups scheduled.

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Join Sustaining Wealth

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Our Sponsors

Sauder School of Business

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What's new?

  • Oct 21
    • New member
      “share and exchange knowlege about sustaining wealth”
  • Oct 13
    • New member
      “I would like to learn more from everyone's experience and help my clients.”

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