Personal Advisory Group

Probably the most common challenge family business members face is isolation – it is often difficult to discuss problems with other family members, and those outside family business often don’t understand the unique dynamics of family enterprise.

FEX’s Personal Advisory Group (PAG) meet the challenge head on by providing an unparalleled opportunity to discuss succession, business management, strategy, and family issues with other members of family businesses. A Personal Advisory Group (PAG) is a group of 8 - 12 individuals, each from a family member company, who agree to meet regularly to share personal and business ideas and help each other overcome problems. It provides the group members with expert, objective, and intimate advice in an atmosphere of mutual trust and support. PAG's are open to all family members who are active in the business. Each family member will be in a different group, and there are no competing businesses in a group. As well, other family members have formed groups in some of our Chapters, such as spousal groups. It is a highly successful program designed to help our members gain new perspectives and better understanding of the challenges of family business, to share experiences, and to seek information.

A PAG provides group members with expert, objective, and intimate advice in an atmosphere of mutual trust and support.

The keys to the group's success are confidentiality and commitment to attendance. Meetings are arranged every four to six weeks and last about three hours. Once or twice in the year a two or three day "retreat" is arranged at a remote location. The PAG is self-directed by an elected moderator. Meetings are arranged by the moderator or a day Chair at various members' premises or at a club, hotel, etc. The only costs incurred are those in connection with meetings and members of the PAG share these costs. For more information about joining a PAG in your area, feel free to contact us

Your FEX membership is inclusive of one PAG participant. 

By joining a PAG, you'll have access to a wealth of knowledge through programs, online resources and training opportunities only available to PAG members. These are provided to you at no additional cost.

PAG Fundamentals Program: A three series program that you can participate in even after placed in a PAG. You will continue to meet and network with other PAG members and learn directly from them as to how their participation in a PAG has benefited them personally and professionally. 

FEX Moderator Training Program: A full day program, offered twice annually in your Chapter, will provide you with the tools and training to take on the important leadership role of the Moderator in your PAG. These important skills can be transferred to your professional role as well. 

FEX PAG Support Centre

The PAG Support Centre provides members with additional resources and success models to ensure cohesiveness within your PAG. The Support Centre will provide you with additional information on planning a successful retreat; meeting aids and tools that will support the monthly meetings; operating guidelines which will strengthen your PAG and ensures it continues to be strong and efficiently managed, and much more! You will also have access to a directory of subject matter experts and potential facilitators that can provide your PAG with information that is relevant to you. Visit often as the Support Centre will be updated frequently!

Contribute and support the PAG community by submitting a Request for Proposal. New RFP opens October 15, 2018.


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