What Paul’s clients and colleagues say
As the CFO of a single family office, Paul has been an invaluable resource for myself and the family for over 25 years. Paul’s depth of experience is enhanced by his ability to understand people and formulate solutions that strengthen the business and the family far into the future. His collaborative approach allows for different viewpoints to be understood and ensures the best outcome is put in place on a timely basis. I would highly recommend Paul to help keep “family” foremost in any “family business”.”
Kristine Beaupre, CPA, CA
For over 25 years, Paul Milne has assisted our four-generation family business with all elements of our succession planning. Paul listens and responds appropriately to the concerns of all our family members. He is thorough, considerate and thoughtful in his recommendations.
In a complex activity, it is a pleasure to work with an advisor who continues to search for the best solutions available.”
Terry Yates
Chairman,
The Setay Group of Companies
As a fourth-generation privately held family business owner, I very much appreciated Paul’s recommendations and governance protocol in helping set up an Advisory Board. Paul assisted in creating the format, drew up the engagement letter for advisory board members and put forth the methodology for recruitment. We respected our Advisory Board members’ views, without burdening them with legal liabilities. It worked well for all parties.”
Llewellyn S. Smith
Former Owner
E.D. Smith & Sons, Limited
I have relied on Paul to guide the transition of my Business to my Children in the best interests of my family. Paul’s ability to ask questions and listen is one of his best traits. I have worked with Paul for over 25 years and have recommended him to several friends who now also find his knowledge very helpful for planning the future of their businesses.
Doug Leggat
President of Leggat Chevrolet Cadillac Buick GMC
With the news of Paul’s transition from his law and consultancy practice into a full-time consultancy for business families in transition, we have gained a recognized participant in the family consulting ranks.
Paul’s skills, compassion and experience are well known and highly regarded in family business circles. Consulting clients benefit from his background as a past legal counselor and his decades of leadership in the Family Firm Institute and Attorneys for Family Held Enterprises. As a graduate of the Engagement Toolkit certification and practitioner of Engaged Ownership, Paul Milne has demonstrated his commitment to helping family business owners, management, board and family work together to develop effective governance and decision-making practices.”
Amelia Renkert-Thomas
Renkert-Thomas Consulting LLC
Engaged Ownership LLC
Paul Milne and I have worked together to learn and develop an approach to family businesses in transition, based on a foundation of shared values in the family. We learned the details of how important it is to appreciate and clarify the values in a family business setting from Eugene Muscat at the University of San Francisco. Paul has been a thought-leader in developing and using this technique to aid family businesses in transition. He has often presented his approach to attorney groups and other organizations which specialize in serving the family business arena. His keen intelligence and persistent drive to improve has made him an invaluable resource to his clients looking for guidance through the challenging process of transitioning ownership and management and to his colleagues who appreciate his generous and thoughtful assistance.”
Fred Caspersen, Attorney
San Francisco CA
Paul has been an esteemed mentor of mine for many years, shepherding my journey into completing courses at the Family Firm Institute. I’ve had the privilege of working with him in presentations on family business and in consultations. He is a totally ethical and learned person in the field of family business advising. In every opportunity I have had with Paul I always come away having learned more from his knowledge and generosity.
Dr. Ian Macnaughton
Family Business Counsellor
Vancouver, B.C.