Allison Maher is the co-founder of Family Wealth Coach Planning Services, based in Calgary, Alberta. Over the past 20 years, she has become the “Chief Legacy Officer” for many Canadian families and their businesses. She 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 roles include chairing the local TIGER 21 Chapter, a Director of the Heritage Park Foundation, and a member of Gen(n)’s family council. She is the past Chair of The Alberta Business Families Institute’s Advisory Board (a centre within the University of Alberta’s School of Business).
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, the Business Transition Forum, Family Office Forums, FEX 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 (12) and Jacob (10). They are at the heart and soul of her work.