Family Wealth Coach
Financial Services - Calgary, AB, CA
Family Wealth Coach Employees
Family Wealth Coach Senior Management
Family Wealth Coach Details
"Families of affluence have different concerns, different risks and different options than many others. As a result, they also need advisors who are not only familiar with those requirements but who are also equipped to work with them."Allison Maher and Tom Sorge have worked together for over 10 years, helping high net-worth individuals, families and businesses find clarity for their vision, values and goals pertaining to wealth. The unique Legacy Wealth Optimization System™ they apply delivers impressive results and is the cornerstone of their work.In a market and business environment where trust seems to be dwindling, and complexity is increasing, we chose to create a firm that could amplify the impact of our clients' existing professional teams.Family Wealth Coach serves as a strategic resource for you, your family and your advisory team. We counsel families of affluence and their interests, including entrepreneurs, family offices, private businesses and private foundations. In many cases our clients employ excellent professional resources. But in the absence of a unifying strategy that harnesses the full capacity of those professionals, it is surprisingly easy for wealth to erode, or be exposed to undue and unnecessary risk. At Family Wealth Coach, we help our clients create and execute a strategy of clarity.The results are powerful. When having a clear perspective which takes precedence, families are able to develop a plan that accomplishes three core goals:Maintain sufficient resources to protect financial security and lifestyleAllow families to transfer what they have, to whom they want, when they want, and the way they wantDistribute their social capital in a manner consistent with their personal values
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