Continuity Audit
Build a comprehensive action plan to support the long-term success of your family enterprise.
Leadership
Related services
Family Office Governance
Build a Family Office that serves the financial and professional needs of your family enterprise sustainably.
Succession Planning
Supporting successful leadership of your family enterprise today and in the future.
Related insights
-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.
-Articles
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.
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.
Related advisors
Agreements
Sofia Vollmer
Sofia has specialized in working with family enterprises and family offices globally, with a strong focus on education and policies
Boards
Lucía Arteta
Lucía firmly believes that each family needs to design tailored structures, strategies, and agreements to succeed and to create a legacy beyond financial gains.
Engagement
Tim Yeung
Tim Yeung has a strong background in business and a deep understanding of family enterprise dynamics and governance structures.
Agreements
Tim Kelly
Tim Kelly led three family offices over the last three decades and now helps families solve the multi-faceted challenges of managing generational wealth.
Communication
Bob Kohli
Bob has decades of experience as a global advisor, predominantly in the Middle East and South Asia, with a focus on strategic planning and governance.
Agreements
Basma Al Zamil
Basma has been a leader within her family enterprise, Saudi Arabia’s Zamil Group, and advises enterprising families throughout the middle east.
