Speaking & Keynotes
For the rooms where these conversations matter.
Speaking to families and advisors who think in generations.
Keynotes, fireside chats, private family meetings, and curated gatherings on family office strategy, governance, stewardship, and legacy.
The Talks
Four conversations, tailored to the room.
Each talk draws on the frameworks in The Canadian Family Office Advantage and is shaped around the audience, the agenda, and the time available.
The 90%
Why most family wealth does not survive the third generation, and what the families who break the pattern do differently.
The Three-Legged Stool
Core advisory services, supporting services, and coordination: how an integrated family office actually works, and where most structures break.
Governance Before Growth
Decision rights, family councils, and the structures that keep a family aligned as the balance sheet and the family both grow.
Stewardship and Purpose
Raising inheritors who become stewards, and answering the question most families never put in writing: what is the wealth for?
Formats
Built for the shape of your agenda.
Audiences
Who he speaks to.
How It Works
Three steps from inquiry to stage.
Introductory call
A short conversation about the event, the audience, and what you want the room to leave with.
Tailored outline
Marvin sends a talk outline shaped to your agenda, along with any material your team needs in advance.
In the room
He arrives prepared, speaks to your audience rather than at them, and stays for the conversation afterward.
Speaking Inquiries
Invite Marvin to speak.
Tell us about the event. Every inquiry is reviewed personally, and you will hear back within two business days.