University of Alberta

Managing Shared Assets: Lessons from the Family Cabin

Outings on the lake. Enjoying laughs around the campfire. Marking time with cherished memories… How can a shared asset—like a family cabin—pass smoothly from one generation to the next and allow everyone to enjoy and maintain the legacy?

 

This innovative program offered by the Alberta Business Family Institute explores the issues associated with shared assets, including common causes of friction, conflict resolution, effective governance and more.  

Family Cabin 

The curriculum of Managing Shared Assets covers:

  • Real life scenarios in family asset management
  • Tax and legal tools for asset transfers
  • Establishing fair processes for asset owners
  • Governance structures to support lifestyle and enjoyment of assets
  • Guidelines and agreements for avoidance of conflict

Facilitators pass along real life experiences and practical advice that can help prevent or resolve problems concerning shared assets.

To order your copy of the DVD and booklet:

Managing Shared Assets: Lessons from the Family Cabin DVD and booklet are available to purchase from the ABFI office. Total cost of DVD and booklet is $57.75 ($5.00 discount for our members). To order your copy or for more information about managing shared assets, please contact us.