TOm Sorge

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.