What has been the highlight of your practice over the past 12 months?

Writing a book summarizing the methodology I developed over the past twenty years advising families in business. This book is intended to provide an innovative and a systemic approach to family business succession planning. THE 7-STEP METHODOLOGY™, a Practical Guide to Family Business Succession Planning and a Conflict Management Tool for Families in Business, is expected to be published in Q4 of 2019.

What advice would you give rising stars/new lawyers in the private client world?

You are the Future. Follow your Heart, Dream Big, and Strive for Excellence.

What is your favourite quote?

“The only true wisdom is knowing you know nothing” (Socrates)