The Legacy Forum | Personal Advisors

At The Legacy Forum we focus on your success and remain committed to helping you grow and protect your life so you can pursue an amazing future!

In these uncertain times you need a personal advisor. Someone with wisdom and experience who can help you and your family navigate to a great future.

You have received expert advice from financial and legal advisors to help build a secure future. That advice gives you peace of mind knowing that you have more than enough to live well for the duration of your live. The financial foundation of your life is strong.

A great financial portfolio never guarantees a life of purpose or passion. How many times have you wished you had someone to talk to, a personal advisor, a confidant and someone you can really trust to talk about issues beyond your financial portfolio?

To outsiders, HNW families are supposed to be immune from or at least have the resources to deal with what comes down the road. People envy what they believe money can buy or insulate us from. We are supposed to have the answers, after all look at the success we have. We all know that is not so.

The Legacy Forum advisors work with you to do the two essential things your financial and legal advisors do. Build and protect your financial portfolio. We build and protect the life that is lived within the walls of that financial structure.

We brings a wealth of professional advisory services to your life and family. The relationships we build are highly professional but deeply personal. We will help your legacy by maximizing the experiences, relationships, people, plans and quality of your life.

When serious life issues invade your life, you need a personal advisor to help you navigate your way forward. You need real answers for real life problems, not just someone to listen.

The Legacy Forum's world-class team of professionals, advisors and confidants are ready to work with you today. Our concierge services are brought to the privacy of your home or venue of your choice.

LEGACY - built to last, engineered by wise planning, rich, deep and beautiful.

Legacy Building Services:

Legacy Planning
Life and Executive Coaching
Failure to Launch for Young Adults
Faith and Spiritual Exploration
Family and Parent Coaching
Career Choices and Transitions
Retirement Exploration Options
Relationship Coaching
Education Consulting and Coaching for Students and Parents
Succession Planning
Family Meetings
Philanthropy Exploration - Values Based

Legacy Protection Services:

Crisis Management
Interventions
Executive Burn Out
Mental Health Problems
Detox
Addiction Services and Rehab Aftercare

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 is what happens today"

FORUM - the place where ideas are shared, decisions made, wisdom embraced and the future secured.

The Legacy Forum offers expertly designed Concierge Services focused optimizing your life, happiness and legacy.

Personal and family retreats
Specially designed life coaching, therapy and education programs
Legacy exploration and planning with a focus on meaning, purpose and personal values
High levels of privacy and help dealing with substance abuse issues and other addictions