P.A.G – Personal Advisory GroupTM

What is a P.A.G?

Friends and colleagues don’t always understand the unique dynamics of a family enterprise and discussing these issues with family members can be hard. But when you’re part of a Personal Advisory Group (P.A.G), you’re never alone.

P.A.Gs provide intimate, confidential and non-competitive spaces for sharing your challenges and successes. P.A.Gs are the only peer group in Canada specific to family business members. Everyone in the group has the unique experience of working in their family business, making decisions on behalf of the business, and/or are involved in the governance of the business. Get support, peer-to-peer business advice and genuine connection from business members who know where you’re coming from.

The placement process

When FEX creates a new P.A.G, the members are handpicked for compatibility. Every P.A.G has just one member per family — and never includes competitors — so you’re always free to share and speak your mind. If you are joining an existing P.A.G, we’ll ensure proper placement to support the diversity goals of the group, providing you with a confidential space to learn and grow from the collective experience of the members.

P.A.G Participation

FEX Family membership includes a P.A.G seat for one family member. Additional P.A.G seats are available for additional cost.

Being in my P.A.G has made me feel so much less alone in my unique situation in my family business. It’s a place where I can say anything and know I will be accepted, supported and validated.

Mara Kates, Camp Arowhon

Join one of our P.A.Gs if your family enterprise is a FEX member and:

You’re active in the family business

 

– OR –

You intend to join the family business

 

– OR –

You’re involved in the family enterprise (active on the board, active in the family office, etc.)

What’s involved in joining a P.A.G?

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3 hours

per meeting with your P.A.G members

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8-12 meetings

per year with your group

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2-3 days

offsite annual retreat

Applicable P.A.G Fees

1
P.A.G seat

included in your FEX membership

2+
P.A.G seats

Annual investment of $795 + tax for each additional seat

How to join a P.A.G

Before applying, make sure you have joined FEX with a Family Membership.

1
Apply

Complete the online P.A.G application

2
Match

FEX will find a suitable P.A.G for you

3
Meet

Meet the P.A.G to ensure there is a good fit

4
Accept

The P.A.G will extend an invitation to join if there is a good match

Contact Us

Phone

1.866.849.0099
Email us about joining a Personal Advisory Group
Questions about P.A.Gs?




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