Adam Hoffman

TEC Canada Speaker | CEO- Pinnacle Wealth Brokers | Vistage Speaker

Adam Hoffman empowers entrepreneurial families to thrive across generations by aligning wealth strategy with strong family culture. A former tax lawyer turned expert in family governance, Adam’s journey began with years of experience in law, investing, and wealth management—including leading a firm owned by a fourth-generation family. He realized that tactics alone—like tax and estate planning—aren’t enough; true, lasting success requires clarity on goals, risks, and purpose. Inspired by thought leaders like James E. Hughes Jr., Adam found his calling in the emerging field of family governance, where he helps families answer the vital question: “What is this wealth actually good for?” Drawing from personal experience and a deep understanding of the fears that often surround wealth, Adam’s presentations and workshops offer a positive, empowering approach. Through his writing and speaking, he shares how strong family cultures—not money—are the true foundation of generational success. Learn more from his newsletter, *Aspiring Sherpa*, at adamhoffman.net.

Adam Hoffman

TEC Canada Speaker | CEO- Pinnacle Wealth Brokers | Vistage Speaker

Adam Hoffman empowers entrepreneurial families to thrive across generations by aligning wealth strategy with strong family culture. A former tax lawyer turned expert in family governance, Adam’s journey began with years of experience in law, investing, and wealth management—including leading a firm owned by a fourth-generation family. He realized that tactics alone—like tax and estate planning—aren’t enough; true, lasting success requires clarity on goals, risks, and purpose. Inspired by thought leaders like James E. Hughes Jr., Adam found his calling in the emerging field of family governance, where he helps families answer the vital question: “What is this wealth actually good for?” Drawing from personal experience and a deep understanding of the fears that often surround wealth, Adam’s presentations and workshops offer a positive, empowering approach. Through his writing and speaking, he shares how strong family cultures—not money—are the true foundation of generational success. Learn more from his newsletter, *Aspiring Sherpa*, at adamhoffman.net.

Adam’s Topics

Strategy must come before tactics—yet most wealth advice focuses solely on tactical tools like taxes, investments, and insurance. This workshop, based on the Family Wealth Strategic Review process, helps family leaders step back and ask, “What is all this money really for?” Through group exploration of wealth using Maslow’s Hierarchy of Needs, participants uncover how financial resources support well-being, flourishing, and impact—the three true goals of family wealth. Using the Genius Model, they learn to align tactical decisions with strategic intent, culminating in a live case study that connects personal wealth goals to actionable strategy. The session closes with a powerful reminder: time and role modeling are more valuable than money in building lasting legacies.

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