Serving multi-generation families in business
by Paul W. Lermitte, Financial Advisor, Family Business Specialist
This book will transform the way you educate your children, aged 5 – 12, about money. It’s fun, practical, and, best of all, this method works! More about the book…
“Great parents teach their children essential life skills. Money management is a top priority: This book makes it easy by providing all of the answers.”
Paul bought his first Canada Savings Bond when he was eight years old, with earnings from his job as a paper carrier!
Since then, he’s “seen it all”: great ideas turned into great realities, multiple family groups working together to build an ever-stronger family-owned business, successful transition of the business management from one generation to another, and even family feuds that threaten to destroy businesses and the families that depend on them.
His first book in the Dollars and Sense series, “Allowances, Dollars and Sense,” helps us teach our children foundational financial skills, beginning with the abstract notion of money. This international bestseller is now available as a paperback book through this website, Amazon Canada and Amazon US, as a Kindle ebook through Amazon.com, and as an iBook through the Apple iBooks (iTunes) Store.
Paul W. Lermitte has been advising families in business for over 25 years, he’s a trained Family Business Advisor through the Sauder School of Business at the University of British Columbia, and he is part of an international network of Family Business Advisors.
He has a particular passion for helping families transition the business from one generation by preparing the younger generation thoroughly for the responsibilities and tasks ahead of them. His vision starts with training the very youngest of children in basic financial literacy concepts, and offers age-appropriate training for youth right through into adulthood.
Financial Services provided include:
• transitioning the business from one generation to the next
• retirement planning for family business owners
• optimizing the business for success