While the scope of The Strategy Group is global, with engagements and business experience in the United States, Canada, Latin America, Australia, and Europe, Latin America is an important area of sub-specialty. Alan Heath has been working in Mexico since the 1980s and throughout Central and South America for more than a decade.
The Strategy Group has a deep understanding of and respect for Latin culture, particularly as it relates to the importance (and complications) of inheritance, both familial and monetary. We are well-versed in dealing with language differences and cultural nuances, and have a passion for working with families in this part of the world.
The Strategy Group is well-positioned to help families throughout Central and South America. We have proficiency in the written and spoken Spanish language and we have several long-standing relationships with partner organizations and outside consultants with additional expertise.