Becoming a leader in the family business: a fashionable guide

By: Elizabeth Creates, B.Comm., LL.B., TEP*

If you are or aspire to be an emerging leader of your family’s business, knowing and adapting your work efforts to your family’s leadership and succession style will facilitate your success in becoming a decision-maker and part of the family business legacy.

Learn more, download the white paper.

Becoming a Leader in the Family Business


*The views in this document are those of the author.BMO Wealth Management provides this publication for information purposes only and is not and should not be construed as professional advice to any individual. The information contained in this publication is based on material believed to be reliable at the time of publication, but BMO Wealth Management cannot guarantee the information is accurate or complete. Individuals should contact their BMO representative for professional advice regarding their personal circumstances and/or financial position. The comments included in this publication are not intended to be a definitive analysis of tax applicability or trust and estate law. The comments are general in nature and professional advice regarding an individual’s particular tax position should be obtained in respect of any person’s specific circumstances.
“BMO Wealth Management” is a brand name that refers to BMO Harris Bank, N.A., CTC myCFO, LLC, BMO Harris Financial Advisers, Inc., BMO Delaware Trust Company, and certain affiliates that provide certain investment, investment advisory, trust, banking, securities, insurance and brokerage products and services. “CTC | myCFO” is a brand name that refers to BMO Harris Bank, N.A., CTC myCFO, LLC, and BMO Delaware Trust Company. The CTC | myCFO brand provides family office, investment advisory, investment management, trust, banking, deposit and loan products and services. These entities are all affiliates and owned by BMO Financial Corp., a wholly-owned subsidiary of the Bank of Montreal. Capital Advisory Services are offered by a division of BMO Harris Bank, N.A. Member FDIC.
BMO Wealth Management is the brand name that refers to Bank of Montreal and certain of its affiliates in providing wealth management products and services. Not all products and services are offered by all legal entities within BMO Wealth Management. BMO Private Banking is part of BMO Wealth Management and is a brand name under which banking services are offered through Bank of Montreal, investment management services are offered through BMO Private Investment Counsel Inc., a wholly-owned indirect subsidiary of Bank of Montreal, and estate, trust, planning and custodial services are offered through BMO Trust Company, a wholly-owned subsidiary of Bank of Montreal.
BMO Nesbitt Burns Inc. provides comprehensive investment services and is a wholly owned subsidiary of Bank of Montreal. If you are already a client of BMO Nesbitt Burns Inc., please contact your Investment Advisor for more information. All insurance products and advice are offered through BMO Nesbitt Burns Financial Services Inc. by licensed life insurance agents, and, in Quebec, by financial security advisors.
® “BMO (M-bar Roundel symbol)” is a registered trademark of Bank of Montreal, used under licence.
® “Nesbitt Burns” is a registered trademark of BMO Nesbitt Burns Inc. All rights are reserved. No part of this publication may be reproduced in any form, or referred to in any other publication, without the express written permission of BMO Wealth Management.