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:


Educating their advisors and leadership teams on family enterprise theory and practice so they can provide more targeted and impactful support to their clients


Educating their clients on family enterprise theory and practice through customized workshops, seminars and simulations


Collaborating to support our clients who are interested in their related technical expertise


Collaborating to support their clients who are interested in continuity planning

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Learn more about partnering with LGA

Featured Insights


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

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