The Family Annual General Meeting (AGM) is available to:
- Families
- Legal professionals and law firms
- Accounting professionals and firms
- Private bankers and investment advisors
- Executors and estate administrators
- Trust officers and trust companies
This Family AGM is designed to give families a yearly review similar to a state of the union address. The goal is to help educate multiple-generations of families about how money is earned, spent, and to be used as intended within their family community. An integral part of the Family AGM is the development of family mission statements and shared values and goals for the upcoming year.
Contact Alphil Guilaran today to learn more about how we can serve your family and earn your trust.
Alphil Guilaran
Executive Director
604.687.7773
