Who We Are

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Commitment to family legacies, past, present and future

The Professionals at the Strategy Group are committed to educating, empowering, and creating long-term success for our clients. We have worked with some of our client families for more than a decade, and take great pride in enduring relationships and the rewards of a long vision. Your aspirations for your family and your family enterprises extend decades into the future, and we are dedicated to helping you create a stable legacy.

Like the organizations it serves, The Strategy Group is itself a family business—Katherine Heath joined her father, Alan Heath, in the company over eleven years ago, and they work closely on most assignments. We also have an extended team of trusted experts and resources available to us when they are needed and a unique connection to México through the Strategy Group-México.

The Strategy Group Founders:

“When wealthy families have asked me to recommend an independent individual trustee, I immediately think of Alan Heath. Alan combines a solid understanding of fiduciary responsibilities, a keen awareness of investment and planning opportunities, and an intense commitment to the family enterprise. Having observed Alan, I know he possesses the most important qualities of a trustee—loyalty, impartiality, and independence. Alan Heath’s experience in advising wealthy families regarding their businesses and governance is impressive. The value that Alan and The Strategy Group can bring to a family cannot be overstated.”

-Family office executive, trust officer and trust company founder



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