Sage Performance Solutions

With over 15 years of experience advising corporations and family enterprises, we specialize in guiding leaders through the complex dynamics of leadership, governance, and change. Our goal is to help your organization stay aligned with its purpose while evolving governance practices to ensure continuity, resilience, and long-term success. We partner with executives, boards, family advisors, and families to answer critical leadership questions—how to plan for succession, lead business transformation, and develop the next generation of leaders—so your organization can thrive in today’s challenging and rapidly changing environment.

At Sage Performance Solutions, we support corporations and family enterprises as they navigate a rapidly changing world.

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Our services

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Whether you need a strategic partner or extra bench strength on your team, we tailor our support to meet you where you are.

Leadership & Team Effectiveness

We help executives and teams build the capabilities, trust, and alignment needed to lead with impact. Our work focuses on leadership development, executive coaching, team dynamics, and board effectiveness to strengthen performance at every level.

Organizational Design & Culture

We partner with organizations to design structures, roles, and cultural systems that enable strategy execution. From clarifying decision rights to shaping values and behaviors, we help create organizations that are agile, accountable, and purpose-driven

Change Strategy & Transformation

We guide organizations through complex change - whether driven by growth, digital transformation, or leadership transition. Our approach integrates strategy, people, and process to build commitment, accelerate adoption, and deliver sustainable results.

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Family Dynamics & Rising Gen Development

We advise family-owned businesses on governance, succession, and leadership, across generations. Our goal is to align family values with enterprise strategy, strenghten communication, and ensure continuity for the future.

Who We Work With

We partner with corporations and leadership teams to strengthen governance, enhance leadership effectiveness, and drive organizational performance. Our work supports organizations navigating strategic change, succession, and transformation—ensuring alignment between purpose, culture, and execution. We collaborate with accountants, wealth advisors, and trust attorneys to deliver integrated advice and a holistic view of organizational dynamics. By bringing together governance, leadership, and organizational design expertise, we help clients build the clarity, capability, and resilience needed for long-term success. We work both independently and as part of multidisciplinary advisory teams, tailoring our approach to the unique challenges and opportunities each organization faces.

Business Corporations

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Family Enterprises

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Family Business Advisors

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What We Do

At Sage Performance Solutions, we work across four systems — individual, team, organization, and family — to strengthen leadership and align performance. We help clients grow with clarity, build cohesive teams, and lead with conscious purpose.

Through the lens of conscious leadership, we help leaders cultivate self-awareness, align with their values, and create cultures of trust, accountability, and resilience — where people and performance thrive.

Our values shape how we work together — with trust, shared goals, and a focus on creating something that matters, across people, teams, and systems

About Us
Our Team

Our Clients