Amy Wirtz

Amy Wirtz is a senior consultant with The Family Business Consulting Group 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 council,s 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 to make their lives easier, as well as 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 available options and support systems to assist in their continued growth and aligned vision. It is the family’s 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’s multidisciplinary background supports the unique challenges family businesses face. She holds a bachelor’s degree in secondary education and a law degree, and she practiced law for 27 years, ten of which were focused on collaborative law. She is also a trained mediator and skilled facilitator with deep expertise in conflict resolution, communication, and listening.

In 2024, the Exit Planning Institute named her Exit Planner of the Year in recognition of her outstanding work guiding family firms through successful transitions. Amy also serves on multiple family business advisory boards in Ohio. She is a sought-after speaker for organizations such as YPO, YPO Family Office, the Private Company Governance Conference, and The Exit Planning Institute.

Drawing on her broad expertise, Amy helps families shape thoughtful, values-driven plans for the transition of ownership, leadership, and wealth, always with an eye toward long-term harmony and success.

Media Features

• “Meet the 2024 Exit Planner of the Year: Amy Wirtz,” by 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
• “The Family in Your Business,” Exit is Now Podcast
• “The Cha Cha of Succession,” by the Exit Planning Institute