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Building and protecting your family as you navigate through the important issues of life. 
We are committed to your success and pursuit of an amazing legacy! 

The Legacy Forum provides concierge, in-home interventions, detox, addiction rehab, mental health services, executive  and family coaching and Legacy Advisory services

You have financial and legal experts to help you build and protect your wealth.   Their advice gives you peace of mind knowing that your future is secure.   How many times have you wished you had someone to talk to, a personal advisor and confidant;  someone you can trust implicitly to talk with about issues beyond your financial portfolio?   When crisis hits and you need someone to turn to, we are here for you.

 

 

The Legacy Forum has worked with some of the wealthiest families in the world, celebrities, professional athletes and others who require the highest standards of privacy and confidentiality.  We understand these needs and the unique nature of our services provides for that privacy.

The Legacy Forum provides you with a team of expert professionals and advisors with two priorities: 

 

                            

1.   PROTECT  the lives and legacy of your family when big problems happen in your lives.

 

2.   BUILD  you and your family's legacy through strong and meaningful lives. 

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.  We work throughout the US and Canada.  It begins with a call.  

 

The relationships we build are highly professional and deeply personal.  We will help your legacy by maximizing the experiences, relationships, people, plans and quality of your life.  

  

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 Protection Services:  

  • Crisis Management

  • Interventions

  • Detox  

  • Addiction Services 

  • Rehab Aftercare

  • Executive Burn Out

  • Mental Health Problems

  • Failure to Launch

*All these services can be provided in the privacy of your home or venue of your choice.

 

Legacy Building Services:

 

  • Legacy Planning

  • Individual, Couples and Family Retreats

  • 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 - 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. 

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

 
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"Make the story of your life and legacy, a classic for the ages"

CONCIERGE mENTAL HEALTH

SERVICES

IN-HOME AND HIGHLY CONFIDENTIAL MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES

INTERVENTIONS AND CRISIS MANAGEMNT

HIGHLY CONFIDENTIAL INTERVENTIONS AND UNIQUELY DESIGNED FOLLOW THROUGH PROGRAMS

fAMILY LEGACY RETREATS

UNIQUELY DESIGNED INDIVIDUAL, COUPLES AND FAMILY RETREATS

COACHING, AND CONSULTING FOR PARENTS, TEENS AND ADULT Children

COLLEGE, CAREER, PARENT, AND LIFE  COACHING. FAILURE TO LAUNCH,

 SUCCESSION PLANNING AND FINANCIAL EDUCATION.