Allison Maher is the co-founder of Family Wealth Coach Planning Services, a Canadian firm based in Calgary, Alberta. Over the past 20 years, she has become the “Chief Legacy Officer” for many Canadian families and their businesses. Family Wealth Coach specializes in working with multigenerational family offices, family businesses and high net worth individuals, with a focus on estate, insurance and succession planning Allison is passionate about helping families make enduring decisions that take into account the perspectives of all stakeholders – family, shareholders and management. Her work includes articulating a family’s core values and identifying “What Matters Most” to each stakeholder. Her goal is to identify each family’s “Place of Most Potential” and ensure they thrive for generations to come.
Her governance work includes acting as a co-trustee for select families, as well as being chair of family council meetings, setting up family offices and creating advisory boards for active family businesses. Her current board roles include chairing The Alberta Business Families Institute’s Advisory Board (a centre within the University of Alberta’s School of Business), a Director of the Heritage Park Foundation, a member of Gen(n)’s family council, and a Director of Family Wealth Coach Planning Services.
Her formal training includes coaching courses from the Co-Active Coaching Institute, family dynamic/strategy courses from the Institute of Family Enterprise Advisors and Northwood University, succession planning from the Alberta Business Family Institute, and of course, Director’s Education training from the Institute of Corporate Directors.
She has been recognized as one of Calgary’s Top 40 under 40 in Avenue Magazine (2009), is a frequent speaker for The Executive Committee, Tiger 21, Family Office Forums, and the Society for Trust and Estate Practitioners (STEP). She has also co-authored a book entitled: “The Future of You: Where Wealth Intersects Life”.
She is the mother of two thriving, active boys – Joshua (10) and Jacob(8). They are at the heart and soul of her work.
“Allison is pleased to be at the 1st Calgary Business Transitions Forum representing the Alberta Business Family Institute as the Chair of the Advisory Board. ABFI is an organization at the University of Alberta that exists to ensure that business families can succeed for generations to come”.