Sage Advisors
Business Consultant in Albany, NY
We operate in the oft-neglected in between spaces that can assist hold a family's fortune - or its business - together (or drive it apart) These include the alignment of the family's financial, human and social capital, as well as the three systems of any family business: the business system, the family system and the ownership system. Our work creates tighter bonds between family members, greater shared purpose, broader vision and more enduring sustainability for the family as an entity, for its business and for its wealth.
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Sage Advisors
read moreWhat makes a family successful? The most obvious response - wealth - is only a partial answer. Witness the many wealthy families whose members are miserable or at odds with each other. Or the equally large number of families who prove the old proverb, "From shirtsleeves to shirtsleeves in three generations." When you and your family are ready to start your journey, Sage360 Advisors is ready to be your guide.
Who We Are
read moreSage360 Advisors is a consulting firm that draws on a wide range of proven processes and tools to help family businesses and affluent families create sustainability and purpose for themselves, their affluence, their visions and their enterprises. We got our start in traditional estate planning, first from a legal perspective and then from a financial planning perspective. The more we worked with clients, however, the more we realized the hunger for something that was not driven by death and taxes but by life, shared purpose and deep family connections.
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