Business Details
Trusted Financial Advisers for Family Wealth Sustainability
Sage Advisors is a consulting firm dedicated to helping family businesses and affluent families achieve long-term sustainability and purpose. We specialize in aligning financial, human, and social capital to strengthen family enterprises across generations. Our approach focuses on strategic planning, collaborative consulting, and fostering shared vision among stakeholders. We work with wealth creators, family business stakeholders, heirs, and trusted advisors to develop integrated solutions that transcend traditional estate planning. By addressing the interconnected systems of family, business, and ownership, we help clients build enduring legacies.Our team combines legal and financial expertise with a deep understanding of family dynamics. We emphasize values-driven planning that prioritizes life purpose over tax-driven strategies. Our services create pathways for families to maintain unity, grow wealth, and preserve their heritage. We measure success by our clients' ability to sustain family cohesion and enterprise viability across multiple generations. With offices in Stuyvesant, NY, we serve clients seeking to transform their family businesses into multi-century institutions.
Services
Family Business Consulting
Family Wealth Sustainability
The Family Bank
Collaborative Consulting
Strategic Planning
Wealth Transition
Ownership System Alignment
Family Governance
Highlights and features
- We offer holistic family enterprise consulting combining legal, financial, and social capital strategies
- Our team specializes in multi-generational wealth transition planning with proven success metrics
- We provide customized blueprints for family business sustainability beyond standard estate planning
- Our collaborative approach integrates trusted advisors across legal, tax, and financial disciplines
- We focus on values-driven planning that prioritizes family cohesion over tax-driven strategies
Services
Family Business Consulting
Our Family Business Consulting practice helps enterprises navigate generational transitions while maintaining operational continuity. We address the interconnected systems of business, family, and ownership to create sustainable frameworks. Our consultants develop governance structures that balance financial objectives with family values, ensuring long-term viability through strategic planning and conflict resolution.
Family Wealth Sustainability
This service focuses on preserving family wealth across generations through integrated capital management. We align financial resources with human potential and social responsibility to create enduring legacies. Our approach combines strategic asset allocation with family governance frameworks that prevent wealth erosion through mismanagement or family discord.
Collaborative Consulting
Our Collaborative Consulting service coordinates legal, financial, and tax advisors to create unified strategies for family enterprises. We facilitate communication between stakeholders to ensure all professional advice aligns with the family's shared vision and long-term objectives.
The Family Bank
This specialized service creates internal capital allocation frameworks that mirror institutional banking practices. We help families establish formal processes for funding entrepreneurial ventures, education, and philanthropy while maintaining financial discipline and intergenerational equity.
Ownership System Alignment
We develop governance systems that clarify roles between family members, business operators, and shareholders. Our frameworks establish decision-making protocols, conflict resolution mechanisms, and succession planning processes that maintain business stability through ownership transitions.
People
Kathleen C. Peer
Managing Director
Kathleen C. Peer, JD, is the founder of Sage Advisors with expertise in family enterprise consulting. She combines legal and financial perspectives to help families create sustainable wealth strategies. Her approach focuses on values-driven planning that transcends traditional estate planning.
Questions
What services does Sage360 Advisors offer?
We specialize in family business consulting, wealth sustainability planning, collaborative advisory services, and family governance systems to ensure multi-generational success.
How do you help family businesses succeed across generations?
We align financial, human, and social capital while developing strategic plans that address business, family, and ownership systems for long-term sustainability.
What makes your approach different from traditional estate planning?
We focus on life-driven planning that prioritizes family values and shared purpose over tax-driven strategies, creating integrated solutions for enduring family enterprises.
Who are your typical clients?
We work with wealth creators, family business stakeholders, heirs, and trusted advisors seeking to preserve their legacy across multiple generations.
How do you measure success for family enterprises?
We track progress through family cohesion metrics, business continuity indicators, and the successful transition of values alongside financial assets.