Succession Planning
Supporting successful leadership of your family enterprise today and in the future.
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
Learn more about partnering with LGA
Featured Insights
-Articles
How engaged is your ownership group?
Nicolas Hollanders explains what it means for family business owners to be engaged with the project.
-Videos
Protecting the family legacy starts in the family office
Many families have decided to formalize a Family Office to serve the financial and professional needs of family members.
-Videos
We partner with your key advisors to support the family and the enterprise
As a result of our expertise, we are able to assist families across the spectrum of needs.
-Articles
The Art of Ambidextrous Leadership
Successful family enterprise leaders must tend both to the needs of the business and the family
-Articles
Philanthropy in Family Enterprises
This article presents a systematic review of the literature on the subject of family philanthropy.
-Podcasts
What is the impact of political polarization on family businesses?
In principle, everyone in a family business, from shareholders and board members to executives and employees, has a right to their own politics.
Featured advisors
Policies
Maria Cecilia Escallon
Maria has over 20 years of finance and governance experience within family businesses and actively serves on several Boards.
Nate Hamilton
Nathan is an accomplished executive with wide-ranging experience across a variety of private and not-for-profit organizations.
Boards
Rania Labaki
Rania specializes in the interplay between family dynamics and family business decision-making.
Education
Sarah Cox
Sarah provides consultation to multi-generation family businesses regarding governance, shareholder development, and leadership development.
Agreements
Neus Feliu
Neus has 20 years of expertise in corporate and family business governance specializing in large Latin American and European.
Policies
Ashley Blanchard
Ashley is a seasoned nonprofit strategy and management consultant, with a focus on strategic planning for family foundations.
