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Helping Family Businesses
Prosper Across Generations®

Aileen Miziolek Joins The Family Business Consulting Group

July 03, 2019
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© Aileen Miziolek

The Family Business Consulting Group welcomes Aileen Miziolek as its newest consultant specializing in continuity planning for family businesses and thoughtful transfer of intergenerational wealth. She works closely with families and leadership teams, supporting them in navigating the complexities that make family business, as well as life and wealth transitions, challenging.

“Aileen's focus on coaching the family business as a ‘system’ is highly engaging and provides families with the tools and skills necessary to transcend challenging communication patterns that keep them stuck,” said Managing Principal Drew Mendoza. “Her financial and communication skills are also great additions to our firm.”

Based in Toronto, Aileen brings a multi-disciplined and integrated approach to her work with family businesses, including 20 years of experience in complex financial and estate planning. She holds the Certified Financial Planner (CFP), Family Enterprise Advisor (FEA) and Associate Certified Coach (ACC) designations and is trained by Centre of Right Relationship in Organization and Relationship Systems Coaching. Her eclectic blend of professional experience positions her to help families through a parallel planning process that creates alignment between what is good for the family and what is good for the business — from a financial, leadership and relationship perspective.
She is a trained professional facilitator in experiential learning techniques. Her goal is to provide effective family meeting experiences with the aim to help families increase their capacity and alignment for improved decision-making and wealth stewardship.

Aileen is co-author of Inspired Wealth, Financial Leadership for the 21st Century, a book that serves as a guide for making critical life choices about money to create a fulfilling life. She is a subject matter expert on best practices for affluent families and guides families through the unique opportunities and challenges they face in the areas of strategic planning, inter-generational alignment, family governance, business succession planning, estate planning and philanthropy.

 

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