Empowering Family Businesses to Succeed and Flourish
This blog, inspired by the insights shared during a recent private panel discussion organized in collaboration with enterprising family community partners, reflects Crysalia’s perspective on the importance of meaningful family conversations and explores the valuable forum that a Family Council…
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Family dynamics are inherently complex, and even more so for enterprising families. Balancing personal relationships with professional roles introduces unique challenges, such as succession planning, governance, and financial decision-making, all while trying to preserve family bonds. The Three-Circle Model remains…
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This is a reproduction of the article published on Monday, January 27, 2025 on STEP.org We spoke with Patricia Saputo TEP from Crysalia, winners of Family Business Advisory Practice of the Year at the19th Annual STEP Private Client Awards. What…
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This is a reproduction of the article by Margaret Steen published on January 6, 2025 in TheFamily Office Professional – https://thefopro.com/patricia-saputo-investing-in-the-family-as-an-asset/. Patricia Saputo, a third-generation member of the family that founded Canadian company Saputo Inc., has been working with her…
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This is a revised reproduction of the article published on August 4, 2024 in Grayhawk Wealth Sunday Reads All parents strive to raise independent, motivated, and responsible children. In enterprising families, the complexities of intersections between family, business, ownership and…
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Ovidiu Schiopu, COO of NCP Digital Family Office, talks with Patricia Saputo, an established leader in the enterprising family community. Patricia and Ovidiu discuss Patricia’s experience, the importance of human capital, family business challenges and how to solve common pitfalls…
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Thursday, December 8, 2022, 11 am to 12:30 pm EST Join us for a lively exchange of information and ideas with your peers at this FOX Canadian Market Briefing in partnership with Crysalia. Initiating A Family Learning Mindset to Create…
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A chief learning and development office can complement the role of a traditional family office. Peter Kenter • Canadian Family Offices Important roles for a family office: lawyers, accountants, investment advisors, portfolio managers… organizational psychologists? Increasingly, enterprising families are appreciating the benefit…
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Easy-to-measure factors don’t cut it. It’s the intangibles that spell success or failure. Family offices aim to simplify things for families so they can navigate tough emotional and financial conversations. Kathy Kerr • Canadian Family Offices Defining success for a firm as…
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