Alan Heath is active with a number of family wealth and advisory companies, including Wind River Trust Company and the Drumore LLC family office, The Strategy Group, Inc. and STG Family Transition Group, S.C. At Wind River Trust Company, he is a member of the board of directors, Chairman of the Investment Committee and a member of the Distribution committee. Alan is also the Founder and Managing Director of The Strategy Group, Inc. He has been advising families in business and families of wealth, including their CEOs and top management teams, for nearly thirty years as both a consultant and an executive. He consults internationally to family businesses on issues of governance, organizational development, succession, exit strategies, internal capital markets, trust practices, and family offices. For a number of years, he was a family facilitator and guest lecturer at Harvard Business School’s Executive Education program, Families in Business: From Generation to Generation, which examines pivotal issues facing family businesses. Alan regularly works with families in Latin America and has been a practice leader for advisory firms in Mexico, Central America and South America.
While he now works almost exclusively as an outside advisor to family businesses and as an officer of Wind River Trust Company, Alan has years of executive suite experience in a number of industries, including as president of a multinational manufacturing company and as vice president of marketing for a multi-billion dollar food packaging corporation. Additionally, he has served as a director of a number of privately held family companies. Alan has frequently acted as an interim officer in companies with which he has consulted, holding positions such as COO, senior managing director, and vice president. Building on a career in global business, Alan regularly works with families not only in the US but also throughout the world. He also has more than two decades of experience serving as an outside, independent, personal, lead trustee for several large multiple-family trusts in the US. In this role, he advises beneficiaries on broad wealth management issues and counsels the next generation regarding wealth responsibility and wealth management. Additionally, he has been a member of the investment committee of a European Unit Investment Trust and a number of trusts in México.
Alan received his Bachelor of Arts degree in Political Science and Economics from Kalamazoo College and his Juris Doctor from the University of Colorado School of Law. He did post-graduate work in finance at Western Michigan University and has completed the Corporate Boards course at Harvard Business School. Alan is a certificate holder in family business advising from the Family Firm Institute. He also is a long-term member of the Collaboration for Family Flourishing, a multi-disciplinary think tank focused on issues of family well-being. He is an active member of the Family Office Exchange where he serves on the Strategic CIO Council. He serves the Chancellor’s office of the University of Colorado as a Global Ambassador. Alan is a frequent speaker on family business issues for organizations such as HSM, the Institute for Private Investors, Family Office Exchange, YPO, and at private family business events sponsored by global wealth management organizations, international universities, and others.