Supporting the continuity of your

Family 
Business 
Office 
Foundation 
Legacy 
Enterprise 
across generations

We treat all family enterprises as systems

They have dynamic and overlapping subsystems: Business, Ownership and Family. Continuity requires planning and action across all three over time.

A commitment to continuity requires a clear and energizing vision for future ownership along with the structures, policies and processes, and leadership to achieve it. These activities are typically governed by a network of Boards and committees that ensure the shared vision of the owners is aligned with business strategy and family values. These values often include important messages to family owners about stewarding wealth responsibly, and opportunities to achieve important social change and leave a family legacy via Family Philanthropy.

All families are unique, though they also share many common characteristics, challenges, and opportunities. Members typically align around their core values and an emotional connection to a common entrepreneurial legacy. Their activities are often focused around connection, engagement, education and impact and governed by a Family Council.
Enterprising families often oversee a range of activities including operating companies and investment portfolios. Long-term planning across complex entities requires strategic alignment, effective leadership, clear guidelines for family involvement, and effective communication with a broad array of stakeholders. These initiatives are typically governed by top executives in collaboration with a Board and Family Council.
3 circles business
3 circles ownership
3 circles legacy
3 circles family

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Continuity Audit

Empower your family enterprise for the future

The LGA Continuity Audit, our signature diagnostic tool, will provide you with a comprehensive analysis of your family enterprise system and a customized roadmap to achieve multi-generational success.

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Family Businesses
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Trusted Advisors

What our experts are saying

Thought leadership and resources for you and your family enterprise

A Family Foundation Won’t Fix What Isn’t Working

Before establishing a family foundation for the purpose of collective giving, it is imperative that families consider their ability to find common purpose and work together productively. A collective approach to giving should build on a foundation of social capital, rather than be a driving tool to create it.

Beyond the Boardroom: A 360 View of the Board Chair in a Family Enterprise

In most businesses, the Board Chair’s role is seen as relatively straightforward: to ensure the Board and its governance committees function properly. However, in family enterprises, this role is far more complex, with responsibilities that go significantly beyond these traditional expectations.

What our experts are saying

Articles

A Family Foundation Won’t Fix What Isn’t Working

Before establishing a family foundation for the purpose of collective giving, it is imperative that families consider their ability to find common purpose and work together productively. A collective approach to giving should build on a foundation of social capital, rather than be a driving tool to create it.

Newsletter

Happy New Year 2025!

As LGA embarks on another year, we’re thrilled to continue working closely with the world’s leading family enterprises and our valued global partners.

This year promises to be particularly exciting at LGA. We will continue to expand our services to families worldwide, launch the second season of our LGA Lighthouse Podcast, and share our latest research and insights through articles, interviews, and books by our global advisory team.

Newsletter

LGA Insights – July 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.

Newsletter

LGA Insights – April 2025

We’re excited to share with you the latest insights from LGA Partner, Ashley Blanchard, leader of our philanthropy practice and Board Chair at the National Center for Family Philanthropy. In this edition of LGA Insights, she questions the fundamental premise of collaborative philanthropy among families — in particular during this moment of increasing political and economic uncertainty.

Articles

The Enterprising Family Tree: Nurturing Your Roots for Lasting Growth

Envisioning the family enterprise as a tree allows us to better understand the practical hierarchy at play: the roots represent the foundational family dynamics, the strong trunk embodies the ownership structure, and the expansive canopy symbolizes the diverse business ventures. This visual framework brings new clarity to the dynamic interplay of roles, responsibilities, and priorities across all facets of the family’s enterprise.