Family Office Services
Build a Family Office that serves the financial and professional needs of your family enterprise sustainably.
Family Offices
Generate, protect and utilize your wealth effectively across generations
Many of our client families manage a portfolio of investments, often in addition to operating businesses and philanthropic foundations.
Most launch a family office after a large liquidity event, or when there is sufficient demand for a shared services platform that can leverage economies of scale, world-class talent, and complete discretion.
These organizations are often structured separately from the rest of the enterprise, or designed for tax efficiency rather than impact or effective governance. Consequently, their strategies and resources aren’t always aligned with the rest of the family’s entrepreneurial activities.
LGA helps families generate more value from a Family Office by:
- Optimizing the family office to meet the family office needs
- Educating owners and leaders on the range of possible configurations of a Family Office and the requirements for its long-term success
- Generating strategic alignment around a shared vision, purpose and values for the family’s investment and shared services activities
- Designing efforts to educate, involve, and transition leadership to the next generation
Featured services
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?
Featured Insights
-Research
Philanthropy in Complex, Multi-Generational Families
For many, family philanthropy presents an opportunity to create a shared experience, unifying the
family by working together toward a lasting legacy of impact. Family philanthropy can also give
participants an opportunity to explore and cultivate their personal—and sometimes separate—
philanthropic passions
-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.
-Books
Generations Of Giving
“A thorough and powerful work, Generations of Giving: Leadership and Continuity in Family Foundations demands.
-Articles
Why It Took Me Three Years to Finish HBO’s Succession and What It Teaches Us About How Not to Run a Family Enterprise
I tried to watch the award-winning HBO series on numerous occasions, stopping repeatedly, not because it wasn’t brilliant, but because it was brutal. The cynicism, humiliation, and constant power games felt too extreme. For anyone working closely with multi-generational family enterprises, this world of perpetual chaos and zero-sum power felt not only far removed from our reality, but was also a painful mirror reflecting everything that causes a family enterprise to fail.
-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.
Featured advisors
Neus Feliu
Neus has 20 years of expertise in corporate and family business governance specializing in large Latin American and European.
Nicolas Hollanders
Nicolas specializes in governance design and succession planning for family enterprises around the world.
Ivan Lansberg
Ivan is a Founding Partner and consults with complex family businesses in the USA, Canada, Asia, Europe and Latin America.
Devin DeCiantis
Devin has been advising and teaching for over a decade and specializes in the financial, organizational, and strategic aspects of complex family enterprises.
Fernanda Jaramillo
Fernanda Jaramillo is a seasoned advisor supporting continuity for enterprising families across Central and South America. She supports shareholder families in pivotal moments of generational transition.
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.
Dimitris Valatsas
Dimitris specializes in helping family enterprises and family offices navigate complex geopolitical, financial, and macroeconomic challenges.
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.
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.
Sofi M. Vollmer
Sofi has specialized in working with family enterprises and family offices globally, with a strong focus on education and policies
Jeremy Cheng
With over two decades of experience in the field of family enterprise, Jeremy works closely with enterprising families to develop and review their governance systems, facilitate strategic transitions of their legacies, and nurture individual and organizational capabilities to achieve their shared future.
Vincent Didkovsky
Vincent is an experienced family office professional with a strong background in tax, estate planning, investment management, and governance design.
Thomas Ang
Thomas is a Partner with LGA, where he leads the firm’s Global Practice for Family Offices and is the lead advisor for Asia.
Ernie Patterson
Ernie is focused on designing, implementing, and supporting governance systems and educational programs within complex multi-generational family enterprises.
Claire Jung
Claire Jung is a trusted family advisor with over 15 years of experience working alongside with family business enterprises and family offices across Asia Pacific region. She brings deep expertise in family governance, succession planning and legacy structures – combining technical tax knowledge with a strong understanding of family systems.
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.