Lauren Graff

Marketing Specialist & Sales Coordinator at Creaghan Mcconnell Group

Lauren Graff's Professional Contact Details

Email (Verified)
****@cmgpartners.ca
HQ
+1 416-367-5291
Location
Burlington, Ontario, Canada
Company
Creaghan Mcconnell Group
Person Seniority
entry
Person Functions
sales

Lauren Graff's Current Company Details

We help Canada's leading business families transition their capital to the next generation. The result is that their businesses and families stay intact and strong — long into the future. Our ...
We help Canada's leading business families transition their capital to the next generation. The result is that their businesses and families stay intact and strong — long into the future. Our clients are entrepreneurial families who have built ultra high net worth private businesses (generally, in the $500M - $1B range). They want their companies to continue to grow in the hands of the next generation. We guide the family in designing a future ownership plan. We guide the family in designing a future ownership plan for the successful transition of the business between generations. The ideal plan is clearly communicated among all family members and advisors, funded efficiently, and implemented with confidence. Our approach delivers: 1) Greater clarity among family owners. Each owner understands the current and future plan for ownership and the family's vision for the future. They also have the right explanation and education to engage in the plan. 2) A family office capability and mindset. We believe the secret to successful continuity lies at the intersection of the family and the business. A family office enables the family to build a discipline in preserving both its financial capital (the monetary requirements to grow the business) and its ‘continuity' capital (the wisdom, knowledge and experience necessary to pass between generations). 3) Increased confidence in the funding plan. The right funding of the ownership plan empowers family-owned companies to confidently face generational liquidity events and buyouts of family members, as well as dealing with dividends and other financial requirements. 4) A quantum leap in coordination through independent advice. Building in independent perspectives among family owners and its advisors improves decision-making in the family. We've learned that a team approach to supporting the family delivers far greater results than each advisor working independently.
Founded Year
1987
Organization Website
cmgpartners.ca
Organization Languages
English
Current Technologies
mailchimp spf
google analytics
gettyimages
typekit
mobile friendly

Job Functions

Marketing
Sales
Business Development
Support
Finance
Operations
Legal
Accounting
financial security
family clarity
innovative insurance solutions
the family capital company
finance

Lauren Graff's Work History and Education

Creaghan McConnell Group
Marketing Specialist & Sales Coordinator
2013 - Present

Colleagues at Creaghan Mcconnell Group

Underwriting and Client Care Specialist
Client Care Specialist
Family Capital & Legal Advisor

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