COMPANY OVERVIEW

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.

OUR MISSION

Our mission is to help advisors whose clients are ready to sell their businesses or to simply start transitioning from one family owner to the next. We design and implement customized strategies that provide holistic and creative solutions, based on each client’s unique vision of their legacy.

Our goal is to work with families to create enterprises that will leave legacies future generations can count on.

OUR VISION

We recognize that providing guidance that’s outside the box is a competitive advantage. We’re here to teach and transform the way advisors approach service-based and family businesses looking to transition their enterprises. We help families enjoy their wealth in a way that preserves integral relationships, allows their businesses to thrive, and offers them the opportunity to contribute to their communities and fulfill a personal search for meaning.

By leveraging our expertise, we give assurance that we understand your vision of what you hope to leave future generations, and of the love and hard work you poured into earning the wealth in the first place. We integrate personal, business, and family goals to provide a truly balanced, values-based approach.

Our goal is to work with families to create lasting legacies that will benefit the family for generations.

PURPOSEFUL

Our core consideration is the development of the business in a purposeful and meaningful way that accomplishes the clients’ objectives. Clients are taught to view circumstances more holistically and to align them with their overall visions. It’s important to conduct periodic progress reviews to ensure long-term success.

ENTERPRISE

Each enterprise has unique circumstances under which it was created and developed. Many service-based professionals are not taught how to run a business successfully. They are taught the nuances of their trade, but get lost in the day-to-day activities that must be undertaken for continued success: location of the business, keeping books and records, networking and marketing, hiring and firing, setting up for the transition of ownership, and intrafamily issues. They may have had initial successes, but eventually reach a plateau and could benefit from some outside guidance.

Many families are ill-versed in dealing with inter-family or inter-generational communication. Some family members have more financial knowledge, people skills, or other talents that can be leveraged for even further success.

Depending on the situation, some of these concerns call for unique and complex solutions that are best analyzed from different viewpoints. We consult with the client to determine their goals and objectives. With their assistance, we outline a process to achieve those goals and to ensure prosperity while assuring the proper transition of the enterprise — whether it is continuation in the family or through another transition. We are committed to strengthening the long-term viability of the business and ensuring that the family will prosper.

LEGACY

Creating a legacy is a powerful undertaking, and one we take very seriously. It is our aim to prepare, develop and guide the client through a process that will foster stronger relationships, a clearer focus, and a greater possibility of facing and overcoming unanticipated challenges in the future — in both their businesses and personal lives.

Our comprehensive process is designed to learn as much as we can about your unique circumstances in a confidential, unified manner.