Avoiding the "Shirtsleeves-to-Shirtsleeves" Syndrome

In this podcast, Dr. Donna Finley, Founder & Senior Strategist at Calgary-based Finley & Associates and Family Office by Finley, discusses the importance of governance to a family’s long-term success.


Listen on Soundcloud | View transcript


Access the podcast to learn more about:

  • A new and improved definition of “family office”
  • Why wealth management is only part of governance
  • The importance of entrepreneurship
  • When the family founder needs to “let go”
“Family governance eliminates conflict before it starts.”

Dr. Donna Finley
Finley & Associates

Disclaimer

This content is provided for general information only and does not constitute financial, tax, legal or accounting advice, and should not be relied upon in that regard. Neither RBC Investor & Treasury Services nor any of its affiliates accepts any liability for loss or damage arising from use of the information contained in this podcast.

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