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
Jobs vs. Wealth
Family leaders must have the courage and stamina to create an inclusive, participative, and results-driven culture in the family and business, supported by the right policies and systems. Such a foundation will set the stage for a family legacy which both sustains across multiple future generations, and grows along the way with each group driving growth and diversification and making its own mark.
-Articles
United or not? Family Businesses must choose now
“Moments of crisis can bring families together or they tear them apart – the choice is ultimately theirs…”
-Articles
Growing up Green
Why is it hard to find good successors? We believe that the root issues occur earlier in the lives of next-gen members, linked to the manner in which they experience their family’s wealth and legacy during adolescence and early adulthood.
-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
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.
Featured advisors
Education
Nicolas Hollanders
Nicolas specializes in governance design and succession planning for family enterprises around the world.
Education
Francisco Valera
Francisco specializes in research and consulting for complex family enterprises. His duties included doing economic analysis and family business education.
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.
Education
Sarah Cox
Sarah provides consultation to multi-generation family businesses regarding governance, shareholder development, and leadership development.
Communication
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.
