Family Membership



YOUR FAMILY ENTERPRISE COMMUNITY -
HELPING YOUR BUSINESS AND FAMILY SUCCEED

The Family Enterprise Xchange (FEX) connects you and your family to an engaged and trusted community that empowers business families with the knowledge, resources and support they need to successfully navigate a family’s journey. When members of a business family are united and share a common vision they are unstoppable and can experience harmony and success across the generations. Canada’s economic and social fabric depends on the success of your family enterprise. FEX is here to help along the way.

Through our chapter network across Canada, FEX offers a variety of forums for the ‘xchange’ and sharing of knowledge and expertise in a confidential ‘safe harbour’ environment free of sponsorship and  solicitation.

Join our family enterprise community so you and your whole family can enjoy a membership experience that offers:

ONGOING SUPPORT FROM YOUR OWN DEDICATED PERSONAL ADVISORY GROUP


All members of your family can join a local Personal Advisory Group (PAG) comprised of members of non-competing family businesses who meet regularly to provide support, guidance and mentorship in a highly confidential environment. Trusted peers will help you successfully manage personal, family and business issues.



AN UNDERSTANDING OF WHAT YOU NEED TO SUCCEED ON YOUR FAMILY ENTERPRISE JOURNEY


Every family and family enterprise is unique but many of the challenges are shared. The FEX Learning Continuum is a guide for you and your family to build skills, competencies, and acquire knowledge in order to better address the realities and opportunities that business families face. The FEX Learning Continuum is our way of supporting your growth and helping you succeed, your way.



NETWORK WITH OTHER BUSINESS FAMILIES


A central part of the FEX member experience is the friendship, camaraderie, knowledge and support you and your family gain by engaging and sharing with other like-minded family enterprise owners through our many educational and social events.


ACCESS TO FAMILY ENTERPRISE-SPECIFIC KNOWLEDGE AND RESOURCES TO HELP YOU SUCCEED


All FEX chapters deliver a robust program of educational seminars and workshops on a wide variety of family enterprise topics such as family enterprise governance, next generation grooming, family communication and conflict management and transition planning. In addition, FEX chapters offer networking and social events throughout the year. As a member, you and your whole family can attend chapter events anywhere in Canada at no additional charge. Only select special events (e.g. gala dinners) in each chapter will have a fee.

In addition to our local programming, FEX conducts a variety of programs nationally including: the annual FEX Symposium, Canada’s only national conference dedicated to family enterprise; and the Family Enterprise of the Year Award to recognize and promote the best in family enterprise; the Family Business Forum, a half day seminar delivering a series of short family business topics; and a variety of interactive one and two-day seminars such as Focus on Family and Family Enterprise Leaders of Tomorrow

Recognizing that time, especially yours, is a valuable commodity, our FEX E-Learning Centre offers the most comprehensive online repository of family business specific education and resources available 24-7. Your whole family can explore self-guided courses, videos, webinars, newsletters, articles, publications and research at their leisure.



A NETWORK OF FAMILY-ENTERPRISE EXPERTS


At some point in your family’s journey you may require the assistance of a professional advisor, whether an accountant, lawyer, financial planner, insurance broker or facilitator. Regardless of the type of professional you need, ensure that they hold the Family Enterprise Advisor (FEA) designation offered by FEX, the only designation program of its kind available. Our advisor and FEA certified directory is a referral resource of FEX advisor members committed to serving business families like yours.


JOIN OUR COMMUNITY

In the FEX community, you are never alone! We provide families with a place to engage with other business families along with a knowledge centre offering a unique blend of shared wisdom and experience from some of the world’s leading-edge thinkers and educators. 

Annual Family Membership fees are $1,995 (+ taxes) and includes the whole family with one (1) PAG participant. Additional family members can participate in a PAG for $795 +tax each. For convenience, your membership and PAG fees can be paid monthly via credit card.

Join us today and discover how FEX can help your family build a legacy for generations to come.

Contact us for more information:
T: 866.849.0099 ext. 228 | E: memberships@family-enterprise-xchange.com

JOIN NOW

 

The Family Enterprise Xchange (FEX) is the new independent association committed to empowering business families and their advisors to success and promoting the vital contribution of family enterprise to Canada’s economic and social wellbeing. Consider supporting our bold new vision by becoming a Founding, Legacy or Charter member of FEX.  Click here for more information.

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690 Dorval Drive, Suite 135
Oakville, Ontario  L6K 3W7
866.849.0099
905.337.8375