Purpose Owned : a consultancy for ownership & leadership succession planning using Purpose Trusts.
We help businesses align their ownership design with their values.
We work with business owners to codify purpose in their legal structures using Purpose Trusts. So that, as the business grows and the owners exit, the purpose remains at the center of how the business is owned, governed and operated, and, the wealth is shared.
Our clients come from many industries, but they share values around building a company to last, preserving culture, rewarding stakeholders, self-governance, and creating positive impact in the world. They range in size from 20-2,000 employees, $3M to $800M in revenue, and include well-known local and national brands.
Laura Anderson, Founder, Local Ocean Seafoods, Newport, Oregon
“This team really knows their stuff—from the nitty gritty legal details of Trust Ownership and financing to the softer side of how it feels to let go of a business you’ve built.
They really listened and supported me and our employee transition team in figuring out new leadership for the company and taking ownership to heart. If you are serious about selling your business into a Stewardship Trust, Purpose Owned (formerly Alternative Ownership Advisors) is your #1 go-to team of experts.”
Ari Weinzweig, Co-Founder, Zingerman’s
“Working with Natalie has been one of THE best experiences we've ever had with a consultant in the course of our now 41 years in business! With her help, guidance and insight we have successfully rolled out our Perpetual Purpose Trust. Throughout the two years we worked with them they were terrific to work with on every level—prompt, thoughtful, and a great guide through the unfamiliar (to us) process of setting up a PPT!”
Michael Kramer, Managing Partner, Natural Investments
“The Purpose Owned team was exceptional. They understood our values, helped us to explore various alternative ownership options , and guided us through the execution of a Perpetual Purpose Trust with skill, support, financial expertise, and significant resources. In our 40 years, we have worked with many consultants, and this team is the cream of the crop.”
David & Christine Vernier, Founders, Vernier Science Education
“We could not have moved our company to a Perpetual Purpose Trust without the help of Purpose Owned & Lumo Group. With their expert guidance, and in just eight months, we were able to get 11 partner/owners to agree that the trust was the best option for us and get all the papers signed. Natalie and Peter were great at explaining the many new concepts that were involved in the trust structure. They answered hundreds of questions and helped us keep the process moving forward. We enjoyed working with them every step of the way.”
