Tom Sorge is a co-founder of Family Wealth Coach Planning Services, a Canadian firm based in Calgary, Alberta. Over the past 35 years, he has worked with many businesses and families on financial and estate-planning issues, using the Legacy Wealth Optimization System™ exclusively. As a Family Wealth Coach, he specializes in working with multi-generational family offices and high-net-worth individuals, with a focus on insurance and succession planning. Tom is a Chartered Life Underwriter, Certified Financial Planner, member of the Society of Trust and Estate Practitioners and a Certified Family Facilitator (CAFE) . His formal training includes coaching courses from the Co-Active Coaching Institute, family dynamic/strategy courses from the Institute of Family Enterprise Advisors and Northwood University. Tom is also a member of the Wealth and Estate Planning Group of London Life and the Boston based Legacy Wealth Coach Network .
Allison Maher and Tom Sorge have worked together for over 10 years, helping high net-worth individuals, families and businesses find clarity for their vision, values and goals pertaining to wealth. The unique Legacy Wealth Optimization System™ they apply delivers impressive results and is the cornerstone of their work.
Tom is has been a speaker and moderator for various organizations including The Executive Committee, Family Office Forum, Tiger 21, CAFÉ , the Society for Trust and Estate Practitioners (STEP) and the Calgary Estate Planning Council . He has also co-authored a book entitled: “The Future of You: Where Wealth Intersects Life”.
Tom, married to Brenda for 36 years, has three children and one amazing grandson.