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 current governance work includes acting as a Director of Surge Energy Inc. (SGY) and Chair of its Audit Committee, a Director and Audit Committee member of The Calgary Health Foundation, a Trustee for Cidel’s Donor Advised Fund, Chair of numerous family council meetings, and the Chair of Calgary’s TIGER 21 Chapter. She also volunteers on the University of Calgary’s Haskayne Schools of Business’ Finance Advisory Committee. 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), past Director of The Famous 5 Foundation and past Director of the Heritage Park Foundation.
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 (TEC), 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 (16) and Jacob (14). They are at the heart and soul of her work.