HELPING FAMILIES TRANSITION WEALTH WITH CONFIDENCE
LL.B, LL.M. TEP, ICD.D
As a family wealth transition advisor, Cindy helps individuals, family enterprises, business owners and family offices navigate the complexities and opportunities that come with wealth. In her practice, Cindy draws on over 30 years of legal, fiduciary, trust and governance experience in professional services firms, financial institutions and family offices. She uses her skills to provide an objective perspective and facilitate understanding of how complex family, business and ownership structures can impact family dynamics and family wealth continuity.
To support her expertise in working with families, Cindy completed the Family Enterprise Advisor designation in 2016, is a Leaders Council Member in the UHNW Institute, and is an active member of the Purposeful Planning Institute.
Cindy strongly believes in giving back to professional and charitable causes. Throughout her career, Cindy has been actively involved as a speaker, author, and committee and/or board member for a variety of professional organizations, including TEC Canada, the Society of Trust and Estate Practitioners, the Chartered Professional Accountants of Alberta and the Canadian Tax Foundation. She currently serves as Chair of the STEP Worldwide Business Families Global Steering Committee. In 2018 Cindy was awarded the prestigious global STEP Private Client Awards – People’s Choice Trusted Advisor of the Year.
Cindy’s charitable causes are focused on individual and community mental health. She is a former board member for both the Canadian Mental Health Association – Calgary and Alberta. Cindy is also proud to be an alumni of Outward Bound Canada summiting Kilimanjaro in 2012 in support of OBC’s Women of Courage program.
We sought the support of a Family Wealth Transition Advisor to guide us through the process of sharing complete family wealth with our adult children and creating a legacy for future generations.
We met our perfect match in Cindy Radu. Beyond her outstanding experience and professional credentials, her intuitive warmth and well-practised communication skills, quickly earned the confidence and trust of our diverse family members. This resulted in an eager and collective willingness to collaborate as responsible stewards of family growth and unity through life-long learning and philanthropy. As parents, we couldn’t have asked for more.
We engaged Cindy Radu approximately a year ago to advise our family on various issues surrounding succession and estate planning. Our family has found her to be extremely helpful, well informed, approachable and very understanding of our ambitions. Furthermore she has been quick to recognize where we might need specialized expertise and very useful in sourcing professionals with those skill sets.
Cindy Radu is one of a precious few members of Canada’s family enterprise advisory professionals who truly understands the complexities enterprising Canadian families experience. An open person, Cindy is highly collaborative in her work with clients and advisors alike.
With her knowledge of a number of professional disciplines, Cindy knows who, why and when to leverage her nationwide network to bring best in class advice, counsel and guidance to enterprising families. Especially sensitive to the dynamics and often-conflicted interests of a family, its business & operations and its wealth, Cindy has an empathetic and reassuring style that brings comfort and structure.
Most of all, Cindy understands the importance of communication among and between the generations. She is a highly skilled facilitator who quickly builds trust and creates safe, nonjudgmental places for families to work together. Wealth creators may be concerned about their family’s interest and ability to preserve and grow their wealth. To significantly increase their opportunities of successful intergenerational wealth transition, strong governance – communication, decision-making, conflict management and learning – is critical.
If you are a member of a high net worth family, working with Cindy Radu to build a sustainable governance system will be prove to be a high value use of your time, energy and resources.
Cindy brings a distinctive professional background to her work with high net worth families. She is an approachable, objective, independent advisor to family enterprises. She is non-conflicted and understands high touch client service. Her fees are reasonable and you will never feel like you are ‘being sold anything’. Cindy’s proactive approach helps families understand, navigate and implement tailored solutions to meet their unique dynamics and complex family wealth goals.
Cindy Radu worked with our family for several years using a personalized, family-oriented approach. She was the liaison for all of our financial, philanthropic and legal interests. Throughout the years, Cindy conducted research and sourced recommendations beneficial to our family. In addition, she spearheaded and guided our family with succession planning through to implementation.
Cindy’s guidance and duty of care as our Family Enterprise Advisor benefited our family immensely. We highly recommend her services.