Amy Wirtz, CEPA, JD
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.
- Ownership 101: Preserving Your Family’s Legacy through Education
- Preparation vs. Separation for the Next Generation
- Who am I: Helping Next Gen Find their Place in the Family Enterprise
- The Generational Push and Pull of Defining Today’s Family
- Changing Disagreement into Dialogue: How to Manage Conflicts and Enhance Communication
Amy Wirtz, CEPA, JD
Amy Wirtz is a senior 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.
“My family has a tradition of family learning which I bring to the work I do with family business owners,” shares Amy. “I assist them in creating updated or new documents and structures that will make their lives easier, and professional teams that focus on their collective goals. I make hard concepts easy for our families to understand.”
Amy 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.
“Planning to Sell on The Day You Buy,” Glamping Business Magazine
“Amy Wirtz Tackles Family Planning Issues,” Woodall’s Campground Magazine’s Park Update Podcast
Bachelor in Secondary Education, Cleveland State Marshall College of Law and the University of Toledo