TRANSFORMATIONAL STRATEGY
Multi-generation business families are grounded by unity of purpose.
EFFECTIVE GOVERNANCE
Clear governance enables success through generational transitions.
QUANTITATIVE DECISION MAKING
Preserving and celebrating your family’s distinctiveness.
Shared Purpose,Harmony, Legacy
Advisors to high net-worth families and Family Offices.
Finley & Associates works with business families as they develop or transition to a new generation of leaders. Our distinctive expertise is reimagining corporate best-practices to suit the unique challenges of high net-worth families and their businesses.
The Family Office – conceived as a family-held private corporation to hold and manage the business and investment assets of high net-worth families – has evolved to be the core of family business strategy and development. A body of research and distinct practices continues to emerge, for which Finley & Associates is a recognized innovator.
Achieve results quickly with no quick fixes - there’s a big difference.
Talk to us about your unique situation, to see how we can help.
Latest News
Rebecca Leading a Next Gen Panel in Vancouver
In all of the cases we studied, the family business leader initiated the process of creating a family constitution with…
Avoiding the “shirtsleeves-to-shirtsleeves” Syndrome
In all of the cases we studied, the family business leader initiated the process of creating a family constitution with…
Why Some Family Constitutions Fail – Family Business Magazine (2021)
In all of the cases we studied, the family business leader initiated the process of creating a family constitution with…
Five Sisters and Two Executors: A Case Study – FFI Practitioner (2021)
Most of his wealth was tied up in one of the country’s largest mines, but he was also partial owner of a film…
Inaugural Class Graduates from “Managing Your Family Business” MBA Course
Thank you to everyone who participated in our inaugural cohort for “Managing Your Family Business”. We look forward to…
International Family Businesses Profiled in Course
“Managing Your Family Business” is well underway with four classes already complete that featured four unique cases…
Launch of “Managing Your Family Business” MBA Course
The Finley & Associates team is proud to host a 14-week course webinar in collaboration with Claremont Graduate…
Dr Donna Finley Appointed Senior Fellow at the Drucker School of Management
Dr. Donna Finley has been appointed as a Senior Fellow at Claremont Graduate University’s Drucker School of……