Generations – Trusted Family Business Advisors

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Building Legacy Through Purpose

We help enterprising families and family offices navigate complex multi -generational transitions while preserving what matters most: your values, vision, and building your lasting legacy with a focus on driving impact and real change.

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Value Propositions

Experience That Matters

With over 20 years of experience in a 4th generation family business, Amy understands the unique challenges of family business dynamics, succession planning, and building charitable giving strategies that are practical and results driven.

Amy has launched several new initiatives including the Pixel Foundation, a Private Foundation and Registered Canadian Charity championing the use of the creative arts to improve and support mental health through storytelling to eliminate the stigma of mental illness. She is comfortable working in fast paced environments that are constantly changing.

The Networked Generalist Advantage

In today's interconnected world, families need advisors who can see the bigger picture and work on a wide range of issues. Our holistic approach addresses the complex interplay between wealth, governance, philanthropy, and family dynamics.

Amy’s family first approach is based on trust, integrity and always looking out for her clients best interests.

1 +

Years
of experience

Next Generation Focus

95% of next-generation leaders change advisors when they take over. We bridge this gap by aligning with emerging values while honoring family traditions.

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Key Challenges We Address

Navigating Complex Family Dynamics

Aligning leadership across generations while preserving core family values

Purpose-Driven Growth Strategies

Merging financial success with meaningful, values-centered initiatives

Successful Generational Transitions

Ensuring an intentional and smooth leadership succession as well as family continuity.

The Philanthropic Impact Strategy

Building custom strategic giving frameworks that create measurable change and engagement with the rising generation.

Our Unique Approach

Unlike traditional advisors who focus solely on financial metrics, GENERATIONS takes a comprehensive view of family success. We work as your Chief Impact Officer, helping you build social capital, navigate family governance, and create purpose-driven strategies that honor your past while preparing for your future.

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Our Services

Family Business is our business

The Generations Difference

Our approach goes beyond traditional corporate social responsibility....

Corporate Philanthropy

Corporate philanthropy isn't just about giving back...

Family Offices

Family offices today face unprecedented complexity...

Retail/Board Management

Drawing from over 20 years of experience across all levels of...

Business Regulation

In an increasingly complex regulatory environment, businesses need more...

Wealth Consulting

True wealth encompasses more than financial assets. Our consulting...

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Our Mission

To ensure your family legacy is fulfilled through strategic guidance, purposeful planning, and authentic impact.

“I believe every family has unique assets, whether financial, experiential, or relational, that can be leveraged to create meaningful impact. My role is to help families identify these assets and build strategies that honor their past while preparing for their future.”

Amy Stein – A Networked Generalist

CEO of Generations

1. How is GENERATIONS different from traditional wealth advisors?

Unlike advisors who focus solely on financial metrics, GENERATIONS takes a comprehensive approach that integrates family governance, next-generation engagement, philanthropy, and legacy planning. We act as your Chief Impact Officer, helping you preserve both wealth and values across generations.

2. Who can benefit from GENERATIONS' services?

We work with high-net-worth families, family offices, business owners, corporate leaders, and boards who are navigating complex generational transitions, leadership succession, or seeking purpose-driven growth and philanthropy strategies.

3. What can I expect from the initial consultation?

Your first consultation includes a comprehensive assessment of your family's or organization’s current challenges, values, and long-term goals. We’ll explore how our holistic approach can support your unique situation and provide customized recommendations for next steps.

Our Approach

Simplifying Complexity

We break down intricate family, financial, and philanthropic concepts into actionable strategies, empowering you to make informed decisions with confidence.

Personalized Guidance

Recognizing that each family’s journey is unique, we tailor our services to meet your specific values, challenges, and objectives.

Ethical Foundations

Our commitment to integrity ensures that our advice and strategies align with your values, fostering trust and sustainable success across generations.

Networked Perspective

Drawing connections across industries, sectors, and stakeholder groups to create comprehensive solutions that address the full spectrum of modern challenges.