Helping entrepreneurial families create meaningful family legacies.
Build a lasting family enterprise by applying financial best practices through a human-focused lens.
Balancing personal development, relationship dynamics and financial assets to maximize family wealth.
Identify every family members’ gifts and dreams and build systems to maximize results and minimize confusion.
I’ve thrived when challenged, starting during my days of organized hockey, then onto tackling a joint undergraduate law and business degree, from stepping into those early (scary) days as a tax lawyer, to my recent work in a multi-pivot diesel refining technology startup. Throughout my life I have been comfortable tackling challenges. Now, in empowering entrepreneurial families to thrive for multiple generations, I’ve found my greatest challenge to embrace yet!
Family Wealth Coach
Allison Maher and Tom Sorgue founded Family Wealth Coach in 2008 and since that time they have assisted many families in creating sound governance for family business decisions. I have joined the FWC team, with a focus on delivering family business governance results for our families. We provide services in a multitude of areas, that all directly relate to improving the family business and it’s people.
Family Enterprise Focus Topics
Often called “Family Bank” in industry-circles, a specific topic area I get "geeked out" on is families investing in their future entrepreneurs. My education, professional experience, startup experience, and personal experience collide in this topic area. Although “family bank” is an oft-used term, I prefer calling the entity “family capital ventures” to identify the likelihood that investments must align with non-financial, value-driven metrics, particularly the value of developing the family’s human capital.
I also focus on Rising Generation development. The goal of families should include maximizing the personal development of the future wealth stewards. This is an oft-overlooked topic when deploying capital and personal and professional development with a Balanced Scorecard reporting system can lead to great reward!
Dennis Nerland, my mentor and co-founder of Shea Nerland Calnan LLP (now Nerland Lindsey LLP), has been an incredible resource in my ability to assist entrepreneurial families. He’s also responsible for providing a safe environment for me to pursue my first officer role in Katal Energy. I provide legal services through Nerland Lindsey exclusively.
“Adam can help any business family in a multitude of ways due to his diverse background which includes tax, law, startups and family business. Of all these skills I’ve witnessed him deploy, perhaps his best skill is his ability to listen carefully.”Todd MillerEntrepreneur
“I’ve been in the trenches with Adam and would do it again. Smart, loyal and honest.”Craig LatimerEntrepreneur
“Its easy to engage with Adam because of the trust I have in his advice. He pairs honest questioning with strong expertise.”Name Withheld Intrepreneur
At Katal Energy, I originally held the CFO title and focussed on capital raising and financial reporting. My role now is as VP Innovation, an IP strategist, and ensure that our patents are part of the minority of patents that provide commercial value.
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