Trusted Advisors
Collaborating to support enterprising families across generations
Many of our clients work with multiple advisors across a range of technical specialties, including investments, management consulting, tax and estate planning, accounting, coaching, and family therapy.
In our experience, families benefit greatly when these advisors are able to coordinate their support while protecting the privacy and intimacy of these existing relationships.
LGA has partnered with a short list of the world’s leading professional services firms to ensure that our clients – and those of our partners – are receiving best in class advisory support. We don’t provide or take any referral fees as part of these partnerships, as they are designed to be strictly in our client’s best interests.
LGA collaborates with our partners in a variety of ways:
1
Educating their advisors and leadership teams on family enterprise theory and practice so they can provide more targeted and impactful support to their clients
2
Educating their clients on family enterprise theory and practice through customized workshops, seminars and simulations
3
Collaborating to support our clients who are interested in their related technical expertise
4
Collaborating to support their clients who are interested in continuity planning
Featured services
Succession Planning
Supporting successful leadership of your family enterprise today and in the future.
Learn more about partnering with LGA
Featured Insights
-Podcasts
Can Families Find Purpose by Giving Together?
In this episode of the LGA Lighthouse podcast, host Tim Yeung interviews Ashley Blanchard, a Partner at LGA and an expert in family philanthropy. Drawing on her co-authored study with Wendy Ulaszek for the National Center for Family Philanthropy, Ashley shares insights on how families can successfully engage the next generation, balance individual interests with collective purpose, and navigate the journey of professionalizing their philanthropic efforts.
-Podcasts
Can Worry Actually Work for You to Parent with Purpose?
In this episode of the LGA Lighthouse Podcast, host Tim Yeung speaks with psychotherapist and author Dr. Dana Dorfman about her book, When Worry Works: How to Harness Your Parenting Stress and Guide Your Teen to Success. They discuss how parents, especially those in successful family enterprises, can transform their achievement-driven anxiety into intentional, values-based parenting.
Newsletter
LGA Insights – October 2025
These last few months have been filled with activity, as we’ve expanded our global footprint through the addition of new team members, and increased our presence in Asia, Africa and the Middle East. Later this summer, we will begin publishing episodes for the second season of our LGA Lighthouse Podcast, and will continue sharing fresh insights through a variety of articles, interviews, and other thoughtful content generated by our global advisory team.
Within that context, we’re thrilled to share with you the latest reflections from our Partner, Fernanda Jaramillo. In this edition of LGA Insights, Fernanda describes the importance for enterprising families of establishing and maintaining a shared vision to ensure continuity and legacy—particularly in moments of generational transition.
-Articles
Jobs vs. Wealth
Family leaders must have the courage and stamina to create an inclusive, participative, and results-driven culture in the family and business, supported by the right policies and systems. Such a foundation will set the stage for a family legacy which both sustains across multiple future generations, and grows along the way with each group driving growth and diversification and making its own mark.
-Articles
United or not? Family Businesses must choose now
“Moments of crisis can bring families together or they tear them apart – the choice is ultimately theirs…”
-Articles
Growing up Green
Why is it hard to find good successors? We believe that the root issues occur earlier in the lives of next-gen members, linked to the manner in which they experience their family’s wealth and legacy during adolescence and early adulthood.
Featured advisors
Communication
Paula Rincon
Paula specializes in working with business families, helping them navigate interpersonal dynamics, manage conflicts, and strengthen relationships to ensure family harmony.
Agreements
Sharilyn Hale
Sharilyn helps generous families and individuals channel their wealth and influence for good. She works with leading philanthropists and social purpose organizations across North America and the Caribbean, guiding them to give well, engage their families, and create a meaningful legacy.
Agreements
Isabel Pardo
Isabel brings two decades of international wealth management expertise, serving as a dedicated advisor to wealthy and enterprising families. She is passionate about cultivating lasting relationships, built on a foundation of trust and an in-depth understanding of each family’s unique vision and legacy goals.
Leadership
Lisa Lazarus
Lisa is a trusted advisor, strategist, facilitator, and executive coach who applies an equity lens to help families take action.
Boards
Kelin Gersick
Kelin is a Co-founder and Senior Advisor at LGA with over 30 years of experience consulting and teaching around the world.
Communication
Wendy Ulaszek
Wendy is a partner that has over 15 years of consulting and counseling experience in individual, group, and organizational assessment and leadership development.