Family Office Services
Build a Family Office that serves the financial and professional needs of your family enterprise sustainably.
Education
Related services
Continuity Audit
Build a comprehensive action plan to support the long-term success of your family enterprise.
Succession Planning
Supporting successful leadership of your family enterprise today and in the future.
Related insights
-Podcasts
How can Families Build Lasting Wealth Beyond the Balance Sheet?
In this episode of the LGA Lighthouse podcast, host Listen to this episode of LGA Lighthouse on your preferred podcast platform. Consider subscribing to receive
-Articles
Family Governance: Can AI Become Your Trusted Advisor?
The rise of Artificial Intelligence (AI) is not merely a technological shift; it represents a fundamental transformation reshaping every industry across the world. While the precise nature of its impact on the highly nuanced field of family enterprise consulting remains uncertain, change is upon us.
-Articles
Why It Took Me Three Years to Finish HBO’s Succession and What It Teaches Us About How Not to Run a Family Enterprise
I tried to watch the award-winning HBO series on numerous occasions, stopping repeatedly, not because it wasn’t brilliant, but because it was brutal. The cynicism, humiliation, and constant power games felt too extreme. For anyone working closely with multi-generational family enterprises, this world of perpetual chaos and zero-sum power felt not only far removed from our reality, but was also a painful mirror reflecting everything that causes a family enterprise to fail.
-Podcasts
Can Families Find Purpose by Giving Together?
In this episode of the LGA Lighthouse podcast, host Tim Yeung interviews Ashley Blanchard, a Partner at LGA and an expert in family philanthropy. Drawing on her co-authored study with Wendy Ulaszek for the National Center for Family Philanthropy, Ashley shares insights on how families can successfully engage the next generation, balance individual interests with collective purpose, and navigate the journey of professionalizing their philanthropic efforts.
-Podcasts
Can Worry Actually Work for You to Parent with Purpose?
In this episode of the LGA Lighthouse Podcast, host Tim Yeung speaks with psychotherapist and author Dr. Dana Dorfman about her book, When Worry Works: How to Harness Your Parenting Stress and Guide Your Teen to Success. They discuss how parents, especially those in successful family enterprises, can transform their achievement-driven anxiety into intentional, values-based parenting.
-Podcasts
Is It Time to Rethink How Boards Make Decisions with Ground-Up Governance?
In this episode of the LGA Lighthouse Podcast, host Tim Yeung chats with Matt Fullbrook, a corporate governance advisor and creator of Ground-up Governance. Matt challenges traditional thinking on governance, offering a fresh perspective on how organizations, especially family enterprises, can make better, more intentional decisions.
Related advisors
Education
Kathleen Boyle Dalen
Kathleen is a psychologist with deep experience blending her training in organizational and family systems with philanthropy governance.
Agreements
Sofi M. Vollmer
Sofi has specialized in working with family enterprises and family offices globally, with a strong focus on education and policies
Boards
Lucía Arteta
Lucía firmly believes that each family needs to design tailored structures, strategies, and agreements to succeed and to create a legacy beyond financial gains.
Engagement
Tim Yeung
Tim Yeung has a strong background in business and a deep understanding of family enterprise dynamics and governance structures.
Agreements
Tim Kelly
Tim Kelly led three family offices over the last three decades and now helps families solve the multi-faceted challenges of managing generational wealth.
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.