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Family Offices

Generate, protect and utilize your wealth effectively across generations

Many of our clients manage a portfolio of investments in addition to their operating businesses. 

Most launch their family office after a large liquidity event, or when there is sufficient demand within the family for a shared services platform that can leverage economies of scale. 

These organizations are often structured in isolation from the rest of the enterprise, or designed for tax efficiency rather than financial or social impact. Consequently, their strategies and resources aren’t effectively coordinated with the rest of the family’s entrepreneurial activities. 

LGA helps families generate more value from a Family Office by:

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continuity audit

Continuity Audit

Build a comprehensive action plan to support the long-term success of your family enterprise.

Want to learn more about our support for Family Offices?​




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