Family Wealth Coach

	"Families of affluence have different concerns, different risks and different options than many others. As a result, they also need advisors who are not only familiar with those requirements, but who are also equipped to work with them." Blog Posts

Tim Sorge and Allison Maher

"Families of affluence have different concerns, different risks and different options than many others. As a result, they also need advisors who are not only familiar with those requirements, but who are also equipped to work with them."

Blog Posts

Allison Maher and Tom Sorge have worked together for over 10 years, helping high net-worth individuals, families and businesses find clarity for their vision, values and goals pertaining to wealth. The unique Legacy Wealth Optimization System™ they apply delivers impressive results and is the cornerstone of their work.
In a market and business environment where trust seems to be dwindling, and complexity is increasing, we chose to create a firm that could amplify the impact of our clients' existing professional teams. Family Wealth Coach serves as a strategic resource for you, your family and your advisory team. We counsel families of affluence and their interests, including entrepreneurs, family offices, private businesses and private foundations. In many cases our clients employ excellent professional resources. But in the absence of a unifying strategy that harnesses the full capacity of those professionals, it is surprisingly easy for wealth to erode, or be exposed to undue and unnecessary risk. At Family Wealth Coach, we help our clients create and execute a strategy of clarity. The results are powerful. When having a clear perspective which takes precedence, families are able to develop a plan that accomplishes three core goals: 1. Maintain sufficient resources to protect financial security and lifestyle 2. Allow families to transfer what they have, to whom they want, when they want, and the way they want 3. Distribute their social capital in a manner consistent with their personal values

Allison Maher and Tom Sorge have worked together for over 10 years, helping high net-worth individuals, families and businesses find clarity for their vision, values and goals pertaining to wealth. The unique Legacy Wealth Optimization System™ they apply delivers impressive results and is the cornerstone of their work.

In a market and business environment where trust seems to be dwindling, and complexity is increasing, we chose to create a firm that could amplify the impact of our clients' existing professional teams.

Family Wealth Coach serves as a strategic resource for you, your family and your advisory team. We counsel families of affluence and their interests, including entrepreneurs, family offices, private businesses and private foundations. In many cases our clients employ excellent professional resources. But in the absence of a unifying strategy that harnesses the full capacity of those professionals, it is surprisingly easy for wealth to erode, or be exposed to undue and unnecessary risk. At Family Wealth Coach, we help our clients create and execute a strategy of clarity.

The results are powerful. When having a clear perspective which takes precedence, families are able to develop a plan that accomplishes three core goals:

1. Maintain sufficient resources to protect financial security and lifestyle

2. Allow families to transfer what they have, to whom they want, when they want, and the way they want

3. Distribute their social capital in a manner consistent with their personal values


Chartered Accountant Certified Financial Planner Member of the Society of Trust and Estate Practitioners Legacy Wealth Coach Network Bachelor of Commerce Degree, University of Calgary Institute of Chartered Accountants' In-Depth Tax Course Canadian Securities Institute's Canadian Investment Management Course 2009 Avenue Magazine Top 40 Under 40	Chartered Life Underwriter Chartered Financial Consultant Certified Financial Planner Certified Family Facilitator (CAFE) Member of The Society of Trust and Estate Practitioners Member of London Life's Wealth and Estate Planning Group Legacy Wealth Coach Network Past President of Advocis, Calgary