Join us for this exclusive online session that will introduce practical governance structures that help families thrive across both their business and personal lives. 

Drawing on frameworks used in family offices but adapted for Atlantic Canadian families, participants will learn how to create a “family constitution,” establish effective family meetings, and build tools such as a “family bank” or council of elders to balance decision-making.

This is not a technical or legal presentation but a highly engaging, conversational session designed to leave participants with clear, practical starting points.  Walk away with powerful questions and practical starting points you can use right away to reduce conflict and build a shared vision for the future.

MEET YOUR PRESENTER:

Morris MacLeod, Principal/Founder, Strategos Group

Morris MacLeod, a leading strategic planning and capital advisor, helps families build clarity, reduce conflict, and navigate confidently across generations. As the founder of Strategos Group, he astutely guides families in creating the structures and conversations that protect both their relationships and their long-term legacy. With a depth of experience in strategic planning, capital advisory, and multigenerational governance, Morris brings a calm, structured approach to moments of transition.

He lives in Halifax with his wife and two young children and brings a deep commitment to helping families thoughtfully plan for legacy, continuity, and long-term resilience that strengthens both enterprise and family relationships over time.

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