Vincent Valeri

Growing up in a multinational family enterprise, Vincent has firsthand experience of the benefits, challenges, and dynamics families face when working and managing wealth together. Like many that grew up in a family business, Vincent learned his family business from a very young age, and from the bottom up. After the liquidation of the family business, Vincent utilized his Master of Management degree working as a management/marketing consultant for some of North America’s largest companies.

Followed by five years in wealth management for one of Canada’s largest banks, Vincent focused on managing the financial affairs of family enterprises and generational wealth transfer. Working in wealth management, Vincent witnessed a significant gap in how a family’s wealth and business was being managed in relation to the management of the familial relationships and dynamics.

Working with and serving family enterprises has become a natural extension of his personal experiences. Vincent is a Certified Family Legacy Coach and Executive Leadership coach. Vincent works as a trusted advisor and coach with family members both collectively and individually in developing family legacy continuity strategies, conflict resolution, and alignment of the family’s values and vision for their wealth and relationships.