Laying the foundations for successful families, now and for generations to come

For over thirty years The Strategy Group, Inc. has been a complete, disciplined and compassionate resource for families, family enterprises and family offices.

Alan Heath, The Strategy Group and its team of collaborators will maximize your family’s potential by working with you to successfully navigate challenges such as succession and transition planning, ownership change, wealth accumulation and wealth management issues, conflict resolution, family, family office and business governance, and liquidity vehicles such as internal capital markets. We have worked with families and organizations ranging from $10 million to over $20 billion (USD) in revenue and/or assets.

“Alan Heath successfully merges a deep understanding of organizations in the field of Family Business with a very special human sensibility. His large experience working with family businesses around the world and his commitment to his clients makes him one of the best advisors in this field.”

-Educator, author and family business expert in México

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