Amy Wirtz, CEPA, JD

Consultant

wirtz@thefbcg.com
P: 440-695-0941

Areas of Expertise

  • Shareholder Relations & Development
  • Transition Implementation
  • Business Planning Process
  • Mediation, Communication & Conflict Resolution

I approach each engagement with curiosity and respect. When I first enter a system, it is my goal to observe first and counsel second.

Resources

Amy Wirtz, CEPA, JD

Amy Wirtz is a consultant with The Family Business Consulting Group who is passionate about helping families develop and define their purpose. She works closely with families to identify their goals around values, ownership and financial wealth. To support these goals, Amy helps families establish family offices, family councils and enterprise governance systems.  

She believes her role as an advisor is to educate families and business leaders on options and support systems that are available to assist in their continued growth and aligned vision. It is the families’ role to align and select which options best fit their needs. Once the family is aligned on their decision, Amy assists the family, owners and leadership team in developing their implementation plan and ensures that it stays on target.  

Amy brings a diverse range of education and experience to family enterprises including a bachelor’s degree in secondary education and law degree. She served as a lawyer for 27 years, with the last 10 years practicing collaborative law. In addition, Amy is a trained mediator and skilled facilitator in conflict resolution, communication and listening skills.

Utilizing her expertise, Amy helps families identify their unique interests, goals and plans for transfers of values, wealth, ownership and leadership of their various family and business systems.

She serves on multiple family business advisory boards located in Ohio. She frequently teaches and speaks at business forums, including YPO, YPO Family Office, Private Company Governance Conference, and The Exit Planning Institute.

Education

Bachelor in Secondary Education, Cleveland State Marshall College of Law and the University of Toledo

Articles, Events and Resources Exclusively for Family Businesses

Sign up for our newsletter

Sign up for our Newsletter

Written and edited by our team of practitioners, our complimentary newsletters feature insights and guidance on the unique challenges that family businesses face.