Building Futures and Passing the Baton: Family Development for Seamless Successions

We're honoured to tap pioneering succession advisor Gerry Meyer for the first 2024 episode of Legacy Builders. Guiding families and firms through leadership changeovers for over 30 years, Gerry unpacks the forward-thinking strategies that enable generational continuity.He spotlights communication and accountability as the bedrocks for seamless transition planning. We discuss best practices for aligned expectations across generations, detailed timelines for readiness as well as Gerry's proven enterprise blueprint to future-proof any family company.Gerry also provides invaluable perspective into the unique inclusion challenges facing non-family executives in navigating complex family dynamics. Tune in for critical lessons on the long view needed to enable both family and company to thrive across leadership eras now and for generations to come.About Gerry MeyerGerry is the founder of Meyer Advisory Group. He is a highly experienced leader and enabler of organization effectiveness and transformation with 36+ years as an HR practitioner, consultant, and advisor. He provides trusted, authentic, and values-based leadership across a diverse range of business environments including public and private sectors, family enterprises, non-profit, real estate, high-tech, and professional services industries. He advises on a broad range of business issues including HR and business strategic planning, executive/leadership recruitment, next-generation development and succession planning, talent acquisition and retention, employee performance development and high potential programs, executive compensation and total rewards, and business and family governance. His experience encompasses multiple business cycles in different industries including upswings and downswings – seeing both growth and recessionary markets and addressing the realities of each. Gerry holds a CPHR (“Chartered Professional in Human Resources”) and FEA (“Family Enterprise Advisor”) designation as well as a Bachelor of Economics and Labour Relations from Carleton University. Contact Cory Gagnon | Beacon Family Office at Assante Financial Management Ltd. Website: BeaconFamilyOffice.comLinkedIn: Cory GagnonLinkedIn: Beacon Family OfficeEmail: [email protected] Gerry Meyer | Founder & CEO Meyer Advisory Group: Website: https://meyeradvisorygroup.comLinkedIn: https://www.linkedin.com/in/grjmeyer/Email: [email protected]: (778) 980-0734 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.