The Family Legacy Alliance is committed to helping service-based businesses achieve their goals through the use of innovative and proven strategies designed to successfully build, maintain, and transition enterprises from one generation or business owner to the next. We provide mentoring, coaching, and consultation services for industry professionals in accounting, law, healthcare, and finance, as well as family businesses and other enterprises. When it comes to planning legacies, we believe in a values-based approach because life isn’t just about taxes and money. It’s important to know the story that drives you and your clients and how they wish to be remembered — either through their businesses’ impact on the community or simply by eliminating uncertainty for their families by opening a dialogue.
Whether helping industry professionals expand their business and service offerings, or working with family enterprises to ensure a lasting legacy while keeping the peace at home, we help navigate the path to success. Our expansive network of senior-level advisors provides a broad knowledge base, allowing us to create unique and customized solutions. That requires the guidance of experts who understand that you and your clients have sacrificed time with family and friends over the years, in order to build something bigger than yourselves. This collaborative model shifts the focus to community-based and human-centered values, building stronger relationships, establishing meaningful goals, and creating a valuable legacy.