Alan F. Heath is an Expert Affiliate at OMBI, following a number of years serving as Managing Director and Partner. Alan specializes in family and business governance, succession, coaching, mentoring, and exit strategies. He is also a Family Facilitator and Guest Lecturer at Harvard Business School’s executive education program Families in Business: From Generation to Generation, which examines pivotal issues facing family businesses.
Alan has been working with families in business, CEOs, and top management teams for nearly thirty years as both an advisor and an executive, bringing practical, firsthand experience to his consulting engagements. While he now works almost exclusively as an outside advisor to family businesses, Alan has years of executive suite experience in a number of industries, including as president of a multinational vending machine manufacturing company and as vice president of marketing for an $8.8B food packaging corporation. Additionally, he has served as a director of a number of privately held family companies. Alan has frequently acted as an interim officer in companies with which he has consulted, holding positions such as COO, senior managing director, and vice president. Building on a career in global business, Alan regularly works with families not only in the US but also in Latin America and throughout the world. Alan has served for a number of years as an independent, personal, lead trustee for several large multiple-family trusts.
Alan received his Bachelor of Arts degree in Political Science and Economics from Kalamazoo College and his Juris Doctor from the University of Colorado School of Law. He completed post-graduate work in finance at Western Michigan University. He also serves on the Alumni Board of the University of Colorado School of Law. He is a certificate holder in family business advising from the Family Firm Institute and is a member of the Collaboration for Family Flourishing—an organization dedicated to collecting, sharing and developing ideas that promote the prospering of families.