As a Chartered Advisor in Philanthropy, Alan is a Family Legacy Advisor working with families on a Multigenerational basis, specializing in philanthropy and family wealth preservation. He brings a unique blend of personal experience and technical knowledge to Legacy planning process, helping families understand options for preserving wealth in a way that honors their underlying values. He is the creator of the process - Legacy Planning From The Heart - which guides families of wealth through an interactive process that integrates life experiences and family values with traditional estate planning concepts, while maintaining ongoing communication and trust within the family.
Alan holds trust, listening, and life-long relationships as core values in everything he undertakes and shares from his own personal experiences, as a member of a family that has "planned together" as two generations for over 20 years. He and his family (two generations) give their own testimony 3-4 times a year to selected invitees. Guests have attended from all across North America.
Specialties: As a recognized industry leader, Alan is in demand as a speaker at regional, national, and international conferences dealing with family relationships, wealth preservation, and stewardship. Alan's audiences include wealthy individuals and families interested in creating their personal legacy plans, as well as professional advisors who desire to better serve and bring added value to their client relationships.