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Family Office

We are dedicated to fostering intergenerational success, partnering with you and your family to create a lasting legacy. Our mission is to help you achieve your highest aspirations through a tailored suite of family office services.

In 2012, Avy-Loren Cohen founded ALC Multi-Family Office with the vision of creating a global advisory firm that prioritizes the emotional aspects of wealth and family dynamics, recognizing that relationships and communication are often overlooked in family offices. His goal is to foster an environment where family members can become contributing leaders and operate in a safe, supportive space.

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In addition, we play a unique role in the Family Office space as an unbiased representative for our clients providing oversight on all supplier performance and services to ensure that your family’s providers align with your values and work in the best interests of your family in a cost-effective manner - we keep suppliers inline and accountable.

Our Guiding Principles

  • We are dedicated, unbiased advocates for your family’s long-term interests.

  • As an independent advisory firm, we have no financial stake in selling products, ensuring there are no hidden agendas or conflicts of interest.

  • Our commitment is solely to your family’s best interests. We provide direct, honest information, regardless of the situation.

  • Your family is our family, and we will do everything in our power to protect your family.

  • People first, purpose supports people, and outcomes are a result of people working in harmony.

Service Areas

 

NEXT GENERATION

  • Integrations and participation

  • Investing in new technology ventures

  • New technology integration

  • Public relations behavior coaching and technology usage

  • Next-generation education and career planning

  • Conflict prevention

  • Communication breakdown prevention

  • Family dynamics to ensure next generational wealth preservation and growth

 

FAMILY GOVERNANCE

  • Family office strategy

  • Extended family participation and integration

  • Family branding and reputation management

  • Family culture

  • Family communications

  • Family protocol

  • Family meetings

  • Family decision making

 
 

​​PURPOSE

  • Family alignment and purpose

  • Alignment with the mission, vision, and goals

  • Solidifying and preserving family principles and values

  • Effective decision making

  • Family member's participation, roles, and responsibilities

  • Succession preparation

  • Provider oversight

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Managing Your Needs and Expectations

We create continuity strategies to help clients navigate the challenges of working and sharing among family members and across generations. Our expertise lies in facilitating communication within families to ensure the preservation and growth of wealth over time while preventing and mitigating conflicts.

While it's true that family bonds often outweigh financial considerations, money can still influence family dynamics. We work to prevent issues that could derail long-term wealth growth and help families avoid situations where assets are prematurely divided or sold due to discord. Driven by a strong belief in family values, we strive to keep families united and resolve conflicts effectively, ensuring cohesion and long-term success.

Family Wellness

"Best practices" often fall short when families face challenges with systems, protocols, and conflict. At ALC Family Office, we focus on ensuring the continuity of family assets by developing skills, processes, and agreements that prevent conflicts and strengthen governance. We support families at all stages of conflict, from avoidance to crises, including litigation and next-generation development, with the goal of building a unified dynamic that ensures a thriving legacy and protects family wealth. Our unique approach to conflict management emphasizes that effective decision-making and conflict resolution go hand in hand.

We've Got Your Back

Unlike most Family Office service providers, we prioritize the human element in managing the health and wealth of your family office. While others focus on securing the best rates or measurable outcomes, we delve deeper, acting as a bridge between your family and suppliers to ensure shared values and genuine alignment. Unaffiliated with any service provider, we remain unbiased, ensuring our work truly reflects your family’s interests.​

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As your advocate, we streamline supplier relationships, eliminate service duplications, and enhance operational efficiency, all while safeguarding against overcharging and conflicts of interest. Additionally, we offer board advisory services, representing your values and voice in corporate decisions, allowing you the freedom to focus on what matters most.

Click here to book a free consultation

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