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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

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