I am dedicated to guiding families as a trusted advisor and coach, fostering collaboration and empowering each member to build a legacy that endures for generations.
Vincent Valeri
Family Enterprise Advisor & Coach
About Vincent Valeri

Growing up in a multinational family enterprise, Vincent has firsthand experience of the benefits, challenges, and dynamics families face when working in business and managing wealth together. He is passionate about facilitating fresh perspectives in the families he works with and continually deepening his knowledge of the field. Like many who grew up in a family business, Vincent learned his family business from a very young age, and from the bottom up. His early experiences solidified his commitment to supporting families as they work together to manage their wealth or engage in entrepreneurship.

Throughout his career, Vincent has utilized his Master of Management degree to work as a management/marketing consultant for some of North America’s largest companies. His experience additionally includes five years working in wealth management for one of Canada’s largest banks, where Vincent focused on managing the financial affairs of family enterprises and generational wealth transfer. Working in wealth management, Vincent witnessed a significant gap in the management of a family’s wealth and business in relation to the management of familial relationships and dynamics.

Working with and serving family enterprises has become a natural extension of his personal experiences. A Family Enterprise Advisor (FEA) and certified Family Legacy and Executive Leadership Coach, his personal and professional insights have evolved over years of working with a varied client-base. Vincent works as a trusted advisor and coach with family members both collectively and individually in developing family legacy and enterprise continuity strategies, conflict resolution, and alignment of the family’s values and vision for their wealth and relationships. He is also recognized as a passionate and engaging speaker on the topics of wealth and business transition, behavioral risk in the family enterprise, and family legacy.Vincent lives in Hamilton, Ontario with his wife and two sons.