New way to leave a legacy (webinar)

September 19, 2024 — CIBC WOOD GUNDY WEBINAR - The Mestern Group

Our founder was invited to present a webinar on the benefits of documenting your legacy, as described in this invitation.

A strategic approach to intergenerational wealth transfer and estate planning is critical. However, it’s typically where the conversation ends. While this is key to leaving a meaningful legacy, there’s something new to consider. Today, Canadians are starting to capture their life and business stories for future generations in easy-to-create documentaries. Benefits of documenting your legacy include:

• For individuals:

  • Document a family history and bring a family tree to life.

  • Preserve the voices, personalities, and mannerisms of family and friends.

  • Keep values, lessons, traditions, and stories alive for future generations.

• For entrepreneurs:

  • Document the evolution of how a business was built while showcasing successes to potential buyers.

  • Create an emotional connection with employees, customers, and other stakeholders.

  • Reinforce company values, goals, and purpose in employee onboarding and annual reports.

• For family businesses:

  • Document the evolution of a multi-generational family business (milestones, successes, and challenges).

  • Share values and lessons to inspire the current and next generation of leaders.

  • Honour the founder and those who built it over time.

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