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.