Advice for families who have built something worth keeping.
Who is McAllen Agency?
A family is an institution. It outlives the person who built it, and deserves an adviser loyal to the whole of it.
McAllen Agency is a firm of practitioners. Each of our advisers has worked inside the structures we now advise on — family offices, holding companies and the firms that serve them — and brings decades of that experience to every engagement.
A family endures through events that would end a company. It merits an adviser whose loyalty is to the family as a whole, rather than to any single voice within it.
The matters families bring to us
Governance and Succession Advisory
How the family makes its decisions, and how ownership moves when the time comes.
Leadership Strategy
Preparing heirs to hold responsibility and preparing the business for the people who will hold it next.
Family Office Structuring
Whether a single family office is right for your family — and if so, how it should be built and who should lead it.
How we work
A disciplined method, plainly applied.
- We are engaged by the family.
- We ask before we advise.
- We set everything out in writing.
- We work alongside your existing advisers.
Recent insights from the Knowledge Hub
When a shareholder wishes to leave
A family member wishes to sell their holding. Valuation, funding and the conversation few families have prepared for.
Read article
When a family office is not the answer
The considerations against establishing one: cost, key-person risk and the families better served by other arrangements.
Read article