Where Wealth Meets Wisdom
The Legacy Forum’s prime objective is to work with individuals and families to build lives of meaning, purpose and an enduring Legacy.
For wealth to endure, the assessment of Human Capital must be given as much weight as Financial Capital. Wealth Managers and Family Offices must broaden their view of what true and total wealth mean. It views the client as equal to their wealth. Remember, “Family” comes before “Office”.
We know our clients are in great hands with their team of expert financial advisors and lawyers. They have been wise building and protecting their wealth. They feel proud of what they have accomplished. They have peace of mind knowing that their family’s financial future is secure.
“Wealth can be a curse and, in most cases it is, if you drill down on it, wealth is a curse in terms of marriage, children, and things of that nature"
David Green, the multi-billionaire founder of Hobby Lobby
Legacy Foundations FORUM
Foundations of Legacy is a 100 day program with the centerpiece being a 5 day retreat. This is for individuals and couples and is often held as a small group with a limit of 6 people.
The Legacy Quest FORUM
Legacy Quest is a focused program for ages 25-35. Launching into life with the right values and self knowledge is imperative for long-term success and Legacy.
The Legacy Journey FORUM
The Legacy Journey is our premier program. This 12 month program is open to individuals, couple and families. This is a comprehensive, holistic and bespoke program, focused on building your Family Legacy to last for generations to come.
There is a Problem to Solve
The problem is, this belief gives you a false sense of security. Creating, protecting and growing wealth, does not result in the hopes and dreams you have for your family, becoming a reality. Secured wealth does not secure happiness.
Protecting wealth past the third generation is a formidable task. Across all cultures the same process works it's way devouring the hard work produced by the first generation of wealth creators. No matter what you really do, if your focus is simply financial asset protection, you will most likely lose. Your grandchildren will be the beneficiaries of poverty.
The Legacy Forum has developed a small select number of bespoke programs for individuals and families to protect their wealth from becoming a “curse”. We call these "Forums". Our goal is to help by giving our clients opportunities to protect their generational wealth by leveraging their innate talents, developing their values, virtues, faith and building strong and enduring Family Legacy.
The Legacy Quest
Legacy Quest is a focused program for ages 24-35. Launching into life with the right values and self knowledge is imperative for long-term success and Legacy.
The Legacy Journey
The Legacy Journey is our premier program. This 12 month program is open to individuals, couples and families. This is a comprehensive, holistic and bespoke program, focused on building your Family Legacy to last for generations to come.
According to a 2019 survey of High and Ultra High Net Worth Families, 71 percent of respondents admitted they are aware of or were directly affected by a family member’s struggle with mental health or addiction.
84 percent said they are concerned about potential damage to the family’s reputation. Without exception, all expressed concern about the destructive potential of bad decisions fueled by substance abuse.
Tales of fortunes lost due to mental health issues and addiction are plenty although they are often publicly denied with the loss attributed to other factors.
Legacy Building Services:
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Legacy Planning
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Individual, Couple and Family Retreats
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Life and Executive Coaching
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Failure to Launch for Young Adults
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Faith and Spiritual Exploration
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Family and Parent Coaching
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Career Choices and Transitions
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Retirement Exploration Options
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Relationship Coaching
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Education Consulting and Coaching
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Succession Planning
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Family Meetings
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Philanthropy Exploration
Legacy Protection Services:
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Crisis Management
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Anxiety
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Depression
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Interventions
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Detox
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Addiction Services
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Rehab Aftercare
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Executive Burn Out
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Mental Health Problems
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Failure to Launch
*All these services can be provided in the privacy of your home or venue of your choice.
LEGACY - built to last, engineered by wise planning, rich, deep and beautiful.
FORUM - the place where ideas are shared, decisions made, wisdom embraced and the future secured.
