2022 Family Enterprise Advisor of the Year - Allison Maher
CONGRATULATIONS!!
Allison MAHER
Presented annually, the Family Enterprise Advisor (FEA) of the Year award is given to an Alberta-based Family Enterprise Advisor designate who has exemplified outstanding skill in advising business families through multi-generational transitions and has demonstrated unfaltering commitment to the key ABFI value of "family first".
This year's FEA of the Year award recipient is Allison Maher.
Co-founder of Family Wealth Coach Planning Services, based in Calgary, Alberta, Allison has spent more than two decades becoming the “Chief Legacy Officer” for many Canadian families and their businesses. She specializes in working with multi-generational family offices, family businesses and high net worth individuals, focusing on estate, insurance and succession planning.
Allison is passionate about helping families make enduring decisions that take into account the perspectives of all stakeholders – family, shareholders and management. Her work includes articulating a family’s core values and identifying “What Matters Most” to each stakeholder. Her goal is to identify each family’s “Place of Most Potential” and ensure they thrive for generations to come.
Her current governance work includes acting as a Director of Surge Energy Inc. (SGY) and Chair of its Audit Committee, a Director and Audit Committee member of The Calgary Health Foundation, a Trustee for Cidel’s Donor Advised Fund, Chair of numerous family council meetings, and the Chair of Calgary’s TIGER 21 Chapter. She also volunteers on the University of Calgary’s Haskayne Schools of Business’ Finance Advisory Committee. She is the past Chair of The Alberta Business Families Institute’s Advisory Board (a centre within the University of Alberta’s School of Business), past Director of The Famous 5 Foundation and past Director of the Heritage Park Foundation.
She has been recognized as one of Calgary’s Top 40 under 40 in Avenue Magazine (2009), is a frequent speaker for The Executive Committee (TEC), the Business Transition Forum, Family Office Forums, FEA and the Society for Trust and Estate Practitioners (STEP). She has also co-authored a book entitled: “The Future of You: Where Wealth Intersects Life”.
She is the mother of two thriving, active boys – Joshua (17) and Jacob (15). They are at the heart and soul of her work.
The 2022 FEA of the Year award will be presented at this year's Signature Event,
October 12, 2022: The Westin Edmonton, 10135 100 Street NW
October 13, 2022: The Westin Calgary, 320 4 Avenue
Reception begins at 5:00pm, followed by the program at 6:00pm.
