Three key considerations, one comprehensive approach
At Holland Family Enterprise Group, we bring together teams of multidisciplinary experts to do one thing, and do it exceptionally: help business families navigate the interconnected relationship between family, business, and ownership to cultivate long-term success. Leveraging our background in family enterprise advising, we employ the best practices to guide your family through important transitions – from business succession to next generation coaching – leaving you free to live your purpose with comfort and confidence.
What we offer
We help you navigate your milestone moments
As your family and your business grow, you’ll encounter many milestone moments. We stand by your side and guide you through all of them. Here are just a few examples.
Transitioning from business to financial assets
Transitioning both value and values to children responsibly
Transitioning to wealth
Inheriting from a partner or parent
Transferring business to children
Changes in marital status
Children or grandchildren marrying; having children
Evolving health priorities
Business sale
Peace of mind
You can rely on us to advocate for your family’s best interest at all times; we take on the heavy lifting so you don’t have to.
Long-term view
Our comprehensive approach to wealth management involves an ongoing conversation centered on your family’s values, history, and intergenerational wealth strategy.
Collaborative
Coordinating multiple interests can be challenging. Our team enjoys collaborating with your other advisors, both within and outside RBC.
Expertise
With a strong background in Family Enterprise Advising™, our team is well versed in the subtleties and sophisticated needs of enterprising families like yours.
Our approach
We understand that an enterprising family requires a unique approach
As accredited Family Enterprise Advisors™ (FEA), we are uniquely qualified to recognize the complexity of coordinating your long term wealth strategy – one that suits your family's complex needs.
Tagiuri, R. and Davis, J. Bivalent Attributes of the Family Firm. Family Business Review 9(2), pp. 199-208. Copyright © 1996 by Family Firm Institute, Inc. Reprinted by permission of SAGE Publications, Inc.
Investment management
It can be challenging to transition from operating a business to managing a portfolio of financial assets. You can’t be an expert in everything, and sometimes it’s best to partner with someone who is. As a Senior Portfolio Manager, Warwick can professionally guide your family’s investments with sophisticated, transparent advice.
Planning beyond investing
We create a financial roadmap that sets you and your family up for long-term success, answering important questions like: "I've sold my business, what comes next?" "How do I keep track of all the moving parts?" "How do I ensure my children manage wealth responsibly?" – and more.
Collaborative partnerships
With a strong understanding of the intricacies of family business systems, we engage with specialists – tax, estate planning, banking, family facilitation and more – tailored to you. Wealth strategies work best when everyone is on the same page. We are happy working alongside your trusted advisors or we can introduce you to some of our favourites.
Our story
Complex problem solvers with deep expertise
Our diversity is our greatest strength. It’s the foundation of our team’s unique culture, one that is rooted in empathy, curiosity, and transparency. For us, it all goes back to family. Our families have shaped who we are today, and in many ways, how we approach wealth. Our founders, Lisa and Warwick Holland, joined forces in 2009 with a shared vision: to empower business families with truly sophisticated and comprehensive wealth services.
Warwick Holland
Lisa Holland
Jennifer Tennant
Breanna Barber
Alex Bonci
Lisa Tyers
Alejandra Lopez
Matthew Lee
Our values
Our approach is always values-based and client-first
Enterprising families set themselves up for success by clearly articulating their agreed upon values and collective vision. Our team takes the same approach to your finances. Guided by our core values, we help families face the challenges of today to safeguard their wealth for tomorrow.
Our core values
Transparency
We firmly believe fearless transparency builds stronger relationships with our clients, colleagues, and other advisors.
Simplicity
Our team takes pride in our ability to continually thrive in complexity and drive for simplicity.
Multidisciplinary
In our experience, multidisciplinary teams like ours consistently outperform experts working solo.
Our commitment to you
High-touch approach
We combine a high-touch whole-family approach with creative strategies to meet your varying needs.
In-depth service
We work exclusively with a small number of enterprising families, giving us the capacity to offer a more in-depth service.
Next generation preparation
We ensure that you and your family are prepared for a smooth transition of wealth over generations.
Insights
Stay informed with our curated insights and resources
Below you’ll find resources to help you dig deeper on topics that matter the most for you, your family, and your business.
Family enterprise resources
Does your family have a succession plan?
Harmony across families can be maintained by having multi-generational dialogue. Learn how you can start the conversation with your loved ones.
How to start a conversation around a prenuptial agreement
While there may never be a perfect time to broach the subject, doing it early, honestly and sensitively can help remove a lot of the emotion and maintain family harmony.
The Three-Circle Model celebrated 40 years in 2018
The Three-Circle Model of the Family Business System was developed at Harvard Business School by Renato Tagiuri and John Davis in 1978.
Tips from the team
Staying cyber safe
Prepare, protect and educate your home and business with these cyber security tips.
Nicknaming accounts on WM Online
How to nickname your accounts online for easy reference – and hide the ones you don’t want to see.
Sending secure messages on WM Online
Learn how to safely send and receive messages containing personal, confidential information through the RBC Wealth Management Online Secure Message Centre.
Newsletter archive
The Holland Report - May 14, 2025
After soaking up the rich history, spirited streets, and sunlit charm of the city of Athens and the Island of Crete, we’re back with fresh inspiration and a renewed lens on both the ancient and the modern. In ancient Athens, it was believed change was the only constant – and that wise stewardship meant embracing each season with curiosity and courage. As our own team, and the world around us, change, we take inspiration from that spirit of resilience and renewal!
The Holland Report - March 21, 2025
Goodbye, Winter. Hello, Spring! As we officially enter spring, we wish you a new season filled with warmth, renewal and growth. Whether you’re a skier or hiker, gardener or golfer, book binger or Netflix aficionado, there’s something for everyone this time of year.
The Holland Report - January 31, 2025
As the Vancouver forecast calls for snow for the first time this winter, I fondly recall a great road trip Warwick and I took through Scandinavia several years ago. I remember hearing of Hygge (pronounced “hoo-gah”) for the first time. Hygge is roughly translated to “coziness”. It means creating a warm atmosphere and enjoying the good things in life with good people.
Strengthen your family, strengthen your business
When it comes to your family’s financial future, we leave no stone unturned. The first step is a conversation.
Email:lisa.holland@rbc.com
Phone:604-665-0990
Directions
Our office is located at Royal Centre – 1055 West Georgia Street (on Georgia between Burrard Street and Thurlow Street), Vancouver, B.C. We’re on the 32nd floor.
If you’re driving, you will enter the Hyatt parking lot off Melville Street (at 1098 Melville).
If you’re approaching southbound on Burrard, turn right onto Melville, and then the parking lot is into the first left.
If you’re approaching northbound on Burrard, you can no longer turn left onto Melville (although Google Maps may still direct you this way); we recommend instead turning left onto Dunsmuir Street and looping left from Dunsmuir onto Melville, and then the parking lot is into the first right.
We’ll ask for your license plate number in advance of your visit for our parking validation service. You drive in, we do the rest.