Carolyn Cole has collaborated with Donald and Brian of 1832 Investment Council to present a six-part webinar series on various Family Office topics.

Each webinar features a hand-selected panel of family office professionals, family members, and leaders to provide perspective, knowledge, and insight on the following topics:

Part 1: What Could Possibly Go Wrong?

May 17, 2023 | 3:00pm – 4:30pm EST

Are you considering setting up a family office or do you already have one in place?

In the first webinar of this series, Carolyn Cole presents common paths that families take when structuring a family office and the challenges they may face along the way. She will also lead a conversation with family members who have firsthand experience with the process and are willing to share their insights. Additionally, this session will identify different types of family offices and highlight the differences in the definition between the US and Canada.

-1832 Investment Council

Part 2: Entitlement – Explored, Explained, & Managed

June 21, 2023 | 3:00pm – 4:00pm EST

The second webinar in this series focuses on entitlement.

Join Carolyn Cole as she provides insight into the unintentional damage that the word “entitlement” can cause, how misunderstandings can be mislabeled as entitlement, and what actual entitlement looks like. Cole will speak with two future inheritors who will share their perspectives while offering strategies to minimize entitlement and the associated fears within families.

-1832 Investment Council

Part 3: What the Kids are Saying

September 20, 2023 | 3:00pm – 4:00pm EST

In this webinar, Carolyn Cole shares the themes she has identified from working with countless rising generations and future inheritors aged 10 to 50.

If you plan on leaving an inheritance to your children or grandchildren, join us for a behind-the-scenes look into the inheritors’ thoughts and feelings regarding family dynamics and inheritances.

-1832 Investment Council

Part 4: Nepotism – Myths and Advantages of Working with Family

November 29, 2023 | 3:00pm – 4:30pm EST

The fourth part of the series explores nepotism, its origins, evolution, and impact on family enterprises over centuries.

Carolyn speaks with a panel of guests who work in family-owned businesses as they share the realities of their experiences and discuss what they would change in their family enterprises in the future. There are advantages and challenges to family members working together, and this webinar will delve into them.

-1832 Investment Council

Part 5: Communication & Governance

February 21, 2024 | 3:00pm – 4:30pm EST

Governance is one of the most critical components of successful wealth transfer, and effective communication is key to its execution.

Learn what governance means to different families and the communication training and experiences they use to stay united during challenging decisions. Carolyn will provide insights into the governance process and how to bring everyone together on the subject.

-1832 Investment Council

Part 6: Money & Legacy

April 17, 2024 | 3:00pm – 4:00pm EST

In the final part of this series, Carolyn Cole brings together a panel of international guest speakers to discuss and explore legacy from Canadian and international perspectives.

Gain an understanding of what generational wealth may become for Canadians as our young country thrives. These global experts advise families in their 6th to 10th generations and beyond, making their insights invaluable.

-1832 Investment Council

Webinar recordings are posted on 1832 Investment Counsel’s website.
To access the webinar recordings, click the link below, and scroll down to the 1832 Content Hub.