Cambridge Masterclass for Senior Advisors: Collaborating with an Evolving Family Enterprise

Stefan O. Erasmus served as Chief Executive Officer of one of Canada’s largest Single Family Offices for nearly 15 years. He was responsible for all aspects of the group of companies that managed the family’s wealth and investments, including significant holdings in direct private equity and venture capital. He managed a senior professional team responsible for preserving the legacy of one UHNW family, managing all their financial, personal and philanthropic affairs.

Mr. Erasmus has personally led the acquisition and divestiture of numerous public and private companies, involving companies in North America, Europe and China. He has also stepped into various interim executive management positions for portfolio companies. Prior to working in the family office industry, Mr. Erasmus was Managing Director of RGP, a publicly listed global consulting firm [NASDAQ:RGP].  A former executive for an independent power producer, he has also led a national electronic integration company, among other senior leadership roles.  After starting his career in the legal profession, he then worked in Europe, North and South America providing assurance and consultative services to clients in a wide array of industries.

Mr. Erasmus graduated from Manchester University, England and Bourgogne University, France with a Bachelor of Laws in English and French Law and has completed executive programs at Harvard University in Negotiation and Leadership. He is also a Chartered Professional Accountant in Canada and Fellow Chartered Accountant in England and Wales. He has held the Family Enterprise Advisor (FEA) and ICD.D designation from the Institute of Corporate Directors and has sat on the board of many public, private and charitable organizations. He is also an alumnus of Calgary Inc. Magazine’s Top 40 Under 40 and was awarded the Alberta Family Enterprise Advisor of the Year in 2019.

Dr. Jim Grubman is an internationally recognized consultant to families of wealth, family enterprises, and the wealth advisory industry. Dr. Grub-man has been honored with the 2024 Lifetime Achievement Award by the Family Wealth Report and the 2024 Richard Beckhard Practice Award, the Family Firm Institute’s premier award for practitioners. He is the author of the renowned book, Strangers in Paradise: How Families Adapt to Wealth Across Generations, and co-author of Wealth 3.0: The Future of Family Wealth Advising (with Dennis Jaffe and Kristin Keffeler) and Cross Cultures: How Global Families Navigate Change Across Generations (with Dennis Jaffe) along with multiple other publications. Dr. Grubman is a senior leader in The UHNW Institute, an industry think tank, and is a Fellow of the Family Firm Institute and Pur-poseful Planning Institute as well as a member of STEP, an international trusts-and-estates organi-zation. He is based in Boston, Massachusetts, USA.