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
-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.
-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.
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.
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.
