What is a “Family Office”?

At IWG Corporate Services, we understand the abundance of issues faced by entrepreneurs and small business owners and help navigate those issues with a step-by-step approach.

IWG Corporate Services is North America’s Premier Family Office.

We specialize in the professionalization of new and existing businesses throughout North America.  Our team provides independent, practical and results driven strategic plans on a variety of family office aspects including Corporate Governance Assistance, Financial and Business Modelling and Ongoing Management Advisory.

Our highly knowledgeable team of consultants, specialized in various fields, work alongside entrepreneurs, business owners and management teams to set up best-in-class policies and procedures and implement sophisticated strategies to help your company reach its potential.  In addition to our internal consultants, we provide clients access to a team of seasoned specialists who coordinate and optimize legal and fiscal requirements to provide a well-rounded strategy for optimal success.

How do we do it?  Simple.  It’s a Tried & True “Step” Process

It all starts with a conversation around your business objectives and a full operational audit.  We identify the obstacles your company is facing and determine a strategic plan on how we will work together to create innovative, healthy and sustainable solutions to enhance the value and efficiency of your organization.

Corporate Governance Review:

We start off looking at your Corporate Governance to review your relationship management, internal agreements, operation models and assess the overall health of your company.  

Once we have determined the obstacles you are facing, we assist your company to:

• Create HR Policies and Procedures that comply with local and federal employment laws
• Put in place employment contracts, job descriptions, confidentiality agreements and dispute resolution clauses 
• Map out an organizational/hierarchal structure
• Assess and improve your corporate culture
• Facilitate the creation of incorporation documents, partnership agreements and/or shareholder agreements to reduce your liability

How does this benefit my company?

• Greater employee engagement and productivity
• Reduced Liability
• Improved Corporate Culture
• Decreased Recruiting and Training Costs

Financial & Business Modelling Review 

Secondly, we review your Financial and Business Model to assess your corporate strategies, build a roadmap for your company and put a financial structure in place that will allow your company to reach its potential.

Once we have determined the obstacles you are facing, we assist your company to:

• Create a Business Plan, Investor Slide Deck and One-Page Business Highlight Sheet
• Complete a full Range of Value Analysis, Financial Reporting Analysis, Business Operations Analysis & Competitive Industry Analysis
• Create a comprehensive Succession Plan
• Determine your Growth Drivers
• Map out an exit plan for your company

How does this benefit my company?

• Faster Company Growth
• Increased Corporate Valuation
• Ability to attract quality investors
• Competitive edge over other companies in your industry

Management, Advisory & Executive Review

Lastly, we review your Management, Advisory and Executive teams to ensure that all teams are working towards your corporate goals.

Once we have determined the obstacles you are facing, we assist your company to:

• Set up Targets and Deliverables for your internal Management and Executive teams
• Set up Targets and Deliverables for your external Advisory Teams (ie: Lawyers, Accountants etc.)
• Implement processes and tools to track ongoing performance

How does this benefit my company?

• Management & Advisory teams have clearly defined objectives & goals
• Increased efficiency of internal and external teams
• Develop and sustain a high-performing management team

Our advisors have drawn on decades of experience in organizational development, compliance, operations management, HR consulting, administration and systems & process designs to professionalize any small and mid-sized business. 

Not sure how to get started?

For more information on how to professionalize your business and begin your operational audit, please contact us at 250-869-8158 or email admin@IWGservices.ca