About

You know your Financial Portfolio is being expertly managed and protected by your Wealth Manager or Family Office.  These are exceptionally talented and educated professionals.  You also know by first hand of the experiences of other people that no matter how much money you have, there are situations and tragedies that your wealth are no match for.

 

A question we ask when we interview prospective clients for The Foundations of Legacy™ program, is one that has to be answered for wealth and Legacy to endure.  "Who would you be as an individual and family if you lost all your wealth?"  If your wealth is measured by stocks, bonds, real estate, cars, cash, private equity, jets, digital assets, etc, and your faith and standing in your world is sustained by them, your Legacy and personal wellbeing are at significant risk. 

 

We have observed the fear of loss all too often in our clients.  Thirty-five years has given us a unforgettable perspective.  If you and your family find their identity in, and put their faith in the future being secure because of your Financial Portfolio, your Legacy will in all likelihood become another often repeated statistic.  As goes the family.  

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Below are several key questions that we address during our interviews for The Foundations of Legacy™:

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1. What strategies do you have in place to establish a Family Legacy that highlights the individuality of your spouse and children, rather than reducing them to a brief mention in a publication such as Forbes?

2. Which truly holds greater value in your life: the accumulation of financial wealth or the health, well-being and unity of your family?

3. Consider whether your primary motivation for accumulating and safeguarding wealth is grounded in supporting your family's well-being and long-term security, and in mitigating potential risks to their happiness.

4. ​"Where your treasure (wealth) is, that's where your heart will also be". (Christ)  Where is your heart?

5. What is your greatest hope for your marriage, your children's futures, your Family Legacy?

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The Legacy Forum™ invites UHNW families, Family Offices and Wealth Managers to begin a conversation with us in our mission of delivering Total Family Wealth Management™ solutions to Ultra High Net Worth (UHNW) individuals and families. Having served UHNW clients for over 35 years, The Legacy Forum™ is expanding our focus, and we are exploring how we can work in closer collaboration with Family Offices and Wealth Managers.  We have seen when succession goes sideways and we know we might have helped avoid the crash.  We have seen when People's lives implode, by drugs, alcohol, relationships or suicide.  Just this years we have seen three, one a young bright, beautiful, young man with everything to live for.  

 

There is no time to waste for those who work in Wealth Management.  The Great Wealth Transfer has begun and it brings numerous emergent challenges, complexities, and opportunities. We believe that our approach can significantly achieve even greater success and positive outcomes for those who know great innovations conceived by wise minds and hearts who that know this is about far more than just a Financial Portfolio. 

Contact us today, none of us have time or lives to waste.

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​How Can Family (FINANCIAL) Offices and

The Family PEOPLE Office™ Collaborate?

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Fiduciary responsibilities require that Family Offices and Wealth Managers focus on their core financial expertise, just as we maintain our specialization in people-centered solutions. We recognize and respect these professional boundaries. There are clear advantages to working together in whatever ways best serve the long-term needs of our clients. By exploring ways to collaborate, we can help facilitate the creation of great and enduring Legacies for the families we serve.

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Our Collaborative Process​​

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At The Family PEOPLE Office™, we believe in working closely with Wealth Managers and Family Offices to provide the most comprehensive service for our mutual clients. Each professional’s role is clearly defined, yet by collaborating, we create greater efficiencies and achieve better outcomes for the families we serve.

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Step 1: Initiating Collaboration​

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• We only engage with Wealth Managers and Family Offices after receiving explicit client authorization.

• Our team communicates the benefits of collaboration clearly, ensuring all parties understand the value we add.

 

Step 2: Family Meetings Support

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• We assist in organizing and facilitating Family Meetings, drawing on our experience and resources such as The Legacy Forum™.

• We do not offer investment or wealth management advice; these remain the responsibility of your Wealth Manager or Family Office.

• Our contribution centers on enhancing communication, addressing emotional concerns, and helping families clarify their values and goals.

• Support is provided either in person or through thorough reports prepared in advance of meetings.

 

Step 3: Succession Planning​​

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• We leverage our deep understanding of each family’s dynamics, talents, and values to inform and facilitate effective succession planning.

• Our team may recommend family members for roles in the family business or suggest alternate paths, always guided by our Talent DNA Profile™.

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Step 4: Trust/ee Advisory​​

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• We regularly evaluate beneficiaries, considering factors like emotional readiness, recovery, education, and money management.

• Our advice includes trust design, age-appropriate distributions, and trustee selection, using tools like our Positive Forensic Profile™ and A.I.D. Legacy Model.

• This holistic view supports fiduciaries in making informed, responsible decisions.

 

Step 5: Human & Family Capital Risk Management​

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• We provide ongoing well-being assessments and crisis management, similar to how Wealth Managers protect financial capital.

• Clients have continuous access to resources that protect their legacy, including expert advice for life transitions or unexpected events.

• Our Legacy Advisors follow strict ethical standards and, with client permission, may consult internal or external experts for complex matters.

 

 

Key Principles

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• Clear roles: We do not provide investment advice; our focus is on human and family capital.

• Client authorization is required for all collaboration.

• All our services are designed to complement and enhance—not replace—the specialist work of your Wealth Manager or Family Office.​​​​​​​​​​​​​​​

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The Legacy Forum’s™ Invitation

We warmly invite Family Offices and Wealth Managers who recognize the value of this collaborative model to connect with us. We understand this is a new approach and anticipate you may have questions about collaboration and cooperation. We have worked with enough Family Offices and Wealth Managers to know each is as unique as the families they serve.  Whatever ideas, questions or collaborative options you can think up, we will discuss, we are committed to making time for these important discussions.   

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We also welcome conversations with UHNW individuals and families directly, who appreciate that their future Legacies can best be realized when their FFO™ and FPO™ work in concert, prioritizing their best interests through unified efforts.

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Please contact Mark Demos our President and Co-Founder to discuss how we might collaborate and make the families we work for greater than ever!