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SANDRA MCNEELY, PRESIDENT AND FOUNDER, MBA, ACFWA

 

Sandra is the founder and managing director at Abbey Legacy. Sandra facilitates a process that has been linked to higher levels of multi-generational family business success. Key elements of her process include succession planning, owner and multi-generation family meeting facilitation, alignment of management’s strategy with family vision and values, and board effectiveness.

 

Her ability to engage owners, the family, management, and the board results in enhanced communication, strong family relationships and keen alignment of owners and management.

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​Her experience as a former CEO and certified financial planner along with her MBA in Finance round out the financial and management skills she brings to family businesses.

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Sandra is particularly experienced in family business board development. According to her clients, an investment in independent advisors at the board level is one of the best decisions they have ever made relative to the performance of the businesses.

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She is a member of the Private Directors Association and has served on various family business fiduciary and advisory boards as chair, compensation committee chair, and governance committee member. Abbey Legacy has been a long-time sponsor of Prairie Family Business Association where Sandra facilitates affinity peer groups and serves as Board School faculty. Sandra serves as Family Firm Institute (FFI) Treasurer, where she is honored as a Fellow and from which she earned both the Global Education Network (GEN) and Advanced Certificates in Family Business Advising. FFI is the leading global association for family enterprise advisors, researchers and educators.

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She is an experienced peer group facilitator and an accomplished speaker.​​

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Meet the Team

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