Genn Family Board Member Allison Maher, B.Comm, CPA, CA, CFP®, TEP, ICD.D co-founded Family Wealth Coach Planning Services Inc. in 2009, and focuses on providing successful individuals and their families with estate and succession planning.
Over the past 20 years, Allison has become the “Chief Legacy Officer” for many Canadian families and their businesses. 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 governance work includes acting as a co-trustee for select families, as well as being chair of family council meetings, setting up family offices and creating advisory boards for active family businesses. Her current board roles include chairing The Alberta Business Families Institute’s Advisory Board (a centre within the University of Alberta’s School of Business), a Director of the Heritage Park Foundation, and a Director of Family Wealth Coach Planning Services.
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, Tiger 21, Family Office Forums, 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. They are at the heart and soul of her work.