• From identifying a vision and establishing goals to strategy deployment and implementation, Blackwood understands how to help you strengthen relationships, improve communication, and address whatever challenges you face.
  • Through communication and accountability, our unique planning process delivers impactful results.
  • Only with a clear, actionable vision can we make a difference in the lives of our clients, their family members, and communities.

Strategic harmony is our mission.

Blackwood helps enterprising families like yours achieve major breakthroughs, become closer, and build their enterprises across generations. We are experts in guiding the conversations necessary to determine your goals, with the processes, resources, and tools to ensure those goals are met.

Real and Personal

We are open and honest with every family about our purpose and goals. We engage your family to understand where you are and adjust our approach to suit your unique situation, culture, and values.

Impartial

We remain objective in action and unbiased in expertise. Families can trust that we have only one mandate: to do what is best for you, your family, your enterprise, and your community.

Visible

We show up for you. Our process allows us to see and foster genuine connections. Together we build the right framework for your enterprising family to achieve your vision.

Impactful

We drive significant positive change for our enterprising families. Strategic harmony starts with collective understanding, and continues with the education, resources, processes, and tools that secure the best possible future.

Establish your positive multi-generational legacy.

Plans are the hallmark of good succession. Through open, honest dialogue, we'll help you determine your needs, dreams, and what's most important to you. When there is clarity, there is confidence.

Blackwood FES
A Blackwood advisor leading an exercise during a family meeting.

The Blackwood Approach

We steward the planning process from vision to implementation following this simple philosophy.

Plan

Clarify Mission, Vision, and Values; develop family governance; complete analysis to identify family legacy and social legacy opportunities.

Protect

Collaborate with existing advisor teams to ensure all strategies, tools, processes, and documents are in place to protect the family and their business enterprise.

Share

Foster a greater sense of responsibility by giving back; use leadership role to become a steward of the community in such a manner that aligns with the family's mission, vision, and values.

Our philanthropic work.

Creating a significant lasting impact is an integral part of our philosophy. We aim to make a meaningful difference in our communities through protecting the environment, preserving natural habitats, and increasing access to education.

Our legacy is also the work we do. Blackwood helps enterprising families to gain clarity around their social legacy objectives and build the structures and processes to realize these. Two strategic partners in this work are Karma & Cents and the Canadian Association of Gift Planners.