MEET OUR TEAM

The principals leading the team are Michael Stuart, JD, CPA and John Blattner, PhD. With over seventy years of combined experience, they have helped many families create and preserve their legacies. Their knowledge of law, accounting and family systems helps establish greater harmony and enhanced communication among the enterprises, families and advisors alike.

The collaborative partners of the Alliance represent diverse professionals of various backgrounds who complement our team approach to solidify the mission, vision, values and goals of the clients we serve.

MICHAEL G. STUART, JD, CPA

Michael G. Stuart, JD, CPAMichael is a widely recognized attorney and CPA — founder of a law firm, the Stuart Legacy Alliance, and co-founder of the Family Legacy Alliance, a consulting firm. These enterprises both focus on creating and maintaining family legacies. Among clients and advisors, he has earned the reputation as a responsible, reliable, and thoughtful counselor and consultant to service-based businesses and family enterprises since 1981. His practice has enjoyed significant growth by maintaining the philosophy of educating clients about their options on an ongoing basis and building strong, lifelong relationships. He helps clients maintain legacies that last for generations through his innovative approach to creating and capturing these treasures, called Your Ultimate LegacySM.

Besides serving on the estate planning and probate sections of several Bar Associations, Michael speaks on estate and legacy planning issues to various public groups, The Family Firm Institute, the Financial Planning Association, the Purposeful Planning Institute, the Illinois Wealth Counsel Symposium and has appeared on Channel 23’s Accountability financial forum. He has written and published articles on corporate, individual, and estate tax planning. He also counsels service-based businesses and family enterprises to help them grow, maintain and transition their businesses.

As a holistic estate planner, Michael works in concert with his clients’ financial advisors, CPAs, insurance advisors, and a variety of other financial and legal professionals to ensure that all plans developed truly have the clients’ goals and objectives in mind.

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JOHN BLATTNER, PHD

John Blattner, PhDJohn Blattner, Ph.D., is President and CEO at PAS International, Inc. He specializes in leadership development, executive coaching, organizational culture assessment, executive assessment, staff development and scenario and strategic planning for national and international organizations.

For the past 35 years, John has assisted individuals and organizations to manage change and develop their individual and organizational strengths. He works with CEOs, Superintendents, Presidents and Senior Executives to help them develop as leaders. He has helped hundreds of individuals across functional areas including Finance, Sales & Marketing, Operations, and HR. John’s areas of coaching specialty include: communication skills, delegation, conflict resolution, effective supervision, stress management, dealing with problem employees, and goal setting.

John is a frequent speaker, author, and television commentator. He is a licensed psychologist with a Ph.D. from the Fielding Graduate University. He has served in numerous leadership roles for the Illinois Psychological Association, including President, as well as the Executive Board for The Society of Consulting Psychology (Division 13) of the American Psychological Association.

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