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:
Alan F. Heath
Alan is the Founder and Managing Director of The Strategy Group, Inc. He is a founder and principal of The Strategy Group-Mexico a Mexican firm specializing in family business and family office advisory. Alan has been advising families in business, including their CEOs and top management teams, for nearly thirty years as both a consultant and an active executive. He consults internationally to family businesses and family offices on issues of governance, organizational development, succession, exit strategies, internal capital markets and trust practices. For over 10 years he has also been a family facilitator and guest lecturer at Harvard Business School’s Executive Education program, Families in Business: From Generation to Generation, which examines pivotal issues facing family businesses. Before committing himself to the Strategy Group, he was practice leader for the Owner Managed Business Institute in Mexico, Central America and the Southern Cone of South America. From time to time he also serves as an Expert Affiliate with Cambridge Advisors to Family Enterprise where for many years he served as Managing Director and Partner.
While he now works almost exclusively as an outside advisor to family businesses and family offices, Alan has years of executive suite experience in a number of industries, including as president of a multinational manufacturing company and as vice president of marketing for an $8B+ food-packaging corporation. Additionally, he has served as a director of a number of privately held family companies. Alan has frequently acted as an interim officer in companies with which he has consulted, holding positions such as COO, senior managing director, and vice president. Building on a career in global business. He has more than two decades of experience serving as an outside, independent, personal, lead trustee for several large multiple-family trusts. In this fiduciary role, he advises beneficiaries on broad wealth management issues and counsels the next generation regarding wealth responsibility and wealth management. He also is a member of the technical committee for a Mexican family trust and is a member of the investment committee of a European family trust.
Mr. Heath received his Bachelor of Arts degree in Political Science and Economics from Kalamazoo College and his Juris Doctor from the University of Colorado School of Law. He did post-graduate work in finance at Western Michigan University and has completed the Corporate Boards course at Harvard Business School. He is a certificate holder in family business advising from the Family Firm Institute. Alan also serves on the Alumni Board of the University of Colorado School of Law in his third term, is a member of the Collaboration for Family Flourishing; an organization dedicated to collecting, sharing and developing ideas that promote the prospering of families and is a member of the Purposeful Planning Collaboration. He is a frequent speaker on family business, family office and private trust company issues for organizations such as HSM, the Institute for Private Investors, Family Office Exchange, and at private family business events sponsored by global wealth management organizations, international universities, and others. He is also Chairman of the Board and Chairman of the Investment Committee of the Wind River Trust Company, a regulated private family trust company and Chairman of the Board of Drumore LLC, a family office. He is a member of the board of directors of the Boulder Colorado Community Hospital Foundation and serves on its Finance Committee. Alan has a working knowledge of Spanish.
Katherine S. Heath
Katherine Heath has been vice president and a principal at The Strategy Group, Inc. for over 12 years. She focuses on family education, family governance, conflict resolution, coaching the next generation, behavioral assessment and philanthropy She has over twelve years of experience in the field of family business and family office advisory. From time to time she acts as an Expert Affiliate with Cambridge Advisors to Family Enterprise where she previously served for a number of years as an Associate Consultant and Research Associate.
Katherine manages assessments and evaluations for The Strategy Group, administering and interpreting various diagnostic tools and personality assessments. In addition, Katherine oversees many activities related to company operations and ongoing client relationships and interface. In her role as a researcher, Katherine also writes proposals and articles for the firm—she co-authored an article in Verano Magazine, entitled Empresas Familiares—Claves Para La Supervivencia Generacional. Katherine has assisted at Harvard Business School’s Families in Business: From Generation to Generation executive education program, which examines pivotal issues facing family businesses.
Katherine earned her Bachelor of Fine Arts degree from the San Francisco Art Institute and pursued additional studies at Kenyon College, the University of Wisconsin-Madison, and the University of Colorado-Boulder, principally in the area of Spanish language. She has taken postgraduate coursework in personality and behavioral assessments, conflict resolution and mediation. She is trained in Myers Briggs and the DiSC assessment processes. She was an early member of the Collaboration for Family Flourishing; an organization dedicated to collecting, sharing and developing ideas that promote the prospering of families. She is a member of the Family Firm Institute, the Colorado Philanthropic Advisors Network, and the Association for Psychological Type. She is Vice President of Wind River Trust Company, a regulated family private trust company and Vice President of Drumore LLC, a family office. Katherine has a working knowledge of Spanish.
“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