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Family Wealth Coach
Family Wealth Coach was established by Allison Maher and operates from Calgary as a multi-family office. It delivers estate planning, family governance, and...
Family Wealth Coach
Family Wealth Coach was established by Allison Maher and operates from Calgary as a multi-family office. It delivers estate planning, family governance, and succession services to affluent families and their businesses. The firm positions communication as the core mechanism for preserving family vision across generations. Services cover insurance planning, risk management, and facilitation of family meetings. The firm coordinates with legal and financial specialists rather than executing direct investments. Geographic scope remains limited to North America with emphasis on Canadian clients. Team size and AUM remain undisclosed. No adjacent vehicles or dated operational events from the last 24 months appear in public materials. The firm maintains a single office in Calgary. The structure separates advisory services from investment execution, relying on external specialists for implementation while retaining internal coordination of family processes.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
Canada
City
Calgary
Corporate office
Suite 2720, 700 9th Ave SW, Western Canadian Place-South Tower, Calgary, AB T2P 3V4, Canada
Principals
Allison Maher
Co-Founder
Devon Sorge
Family Office & Insurance Consultant
Sector focus
Frequently asked questions
Who runs investment decisions at Family Wealth Coach?
Allison Maher serves as co-founder and leads client engagements. Devon Sorge handles family office and insurance matters. The firm coordinates rather than originates investment decisions.
How does Family Wealth Coach source proprietary deal flow?
The firm does not execute direct investments. It refers clients to external advisors for capital deployment.
Is Family Wealth Coach structured as a single family office or does it operate more like a venture firm?
It functions as a multi-family office providing governance and planning services. No venture-style fund vehicles are disclosed.
Does Family Wealth Coach participate in fund commitments or only direct deals?
No fund commitments or direct deals are recorded in available materials. Services remain advisory.
What investment stages does Family Wealth Coach typically target?
The firm does not target investment stages. Its work centers on estate and succession planning.
Where does the underlying wealth come from?
Wealth origin is not publicly attributed to any specific family or industry.
What is Family Wealth Coach's known posture on co-investments alongside external GPs?
No co-investment activity is documented. The firm focuses on internal family alignment processes.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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