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.

TOm Sorge
Family Wealth Coach Planning Services

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