Personal Advisors and Experts
I have worked advising individual clients for over 30 years. Though I work by myself in with clients in most cases, I also work with my wife in various situations and when working with couples on legacy planning.
I have brought together a world-class group of advisors and professionals as well as a vast network of people I can call on. I am NOT a financial advisor. I do work with clients on legacy issues regarding their values and mission for passing on your wealth, investing and giving. I have over 30 years advising parents on legacy issues regarding their children.
Mark R. Demos
Founder - The Legacy Forum
Personal Advisor and Confidant
Executive and life Coach
I have always been a person others have come to when they had problems, faced crises, needed direction or advice in major decisions, sought meaning in times of soul searching. Who I am as a person, my innate Talent DNA and my experiences have uniquely prepared me for what I do as a Personal Advisor and Confidant. I have been advising people for over 30 years individually and with the highest measure of confidentiality.
I think it is important you get a clear sense of who I am if you are looking for someone to share important issues with, make powerful decisions and trust their advice. I will share aspects of my life and who I am as they apply to working together.
I have spent much of my life analyzing talent and what is exceptional in people. Understanding motives and what drives people in their lives is an art. I know I am uniquely qualified having spent my life focused on and creating unique forums where great decisions are made, purpose examined, problems understood, personal issues addressed, ideas formulated, balance restored and hope regained.
My experience has been broad, deep and colorful. Here are some of the places where my talents and impact have been most evident. As a Personal Advisor and Confidant, I bring all of these talents to the relationship.
Entrepreneur and Business Owner - I understand business and the pressures of starting a new venture. I am not a business consultant. I am not a financial planner.
Executive Coach - I have coached many high level executives over the last 30 years. Many have been very successful.
Minister - I have been a minister and chaplain in a war. I understand spiritual, theological and philosophical issues as well as "confession". I believe many of the problems and blocks of life are spiritually based and often relate to forgiveness.
Psychotherapist - I was a psychotherapist for a few years and understand therapeutic process and theory. I am not a licensed counselor now. I never liked the 50 minute therapist model nor the confines of an office when talking about life. I loved working with people in tough situations. I am exceptional working with crisis situations.
Soldier - I was drafted into the military one month after high school. I added this not as a profession but as a way of conveying how I have experienced life. Being a Personal Advisor requires a breadth of life experience for it not to be clinical, dry or absent of self-disclosure. I have seen the nature of the worst of human behavior, courage, sadness, discipline and life and death up close.
Cricket Player and Coach - Sport is a great builder of discipline and character. I understand the power of teamwork, strategy, belief, talent fit, etc. I also coached a team to a national championship. The team was comprised of players from five different countries of origin. I have played golf, tennis and many other sports throughout my life.
Legal and Forensic Consultant - I had the privilege of working with a world renowned psychologist from whom I learned forensic process. Knowing how to identify, collect, analyze and then connect evidence/information is a very important part of what I do. Making decisions without the right information is not legacy consulting. I also learned how to ask questions to find the right information. I understand legal process very well.
Author - Writing is the ability to convey ideas, processes and stories in a cohesive way. That is what I help clients do. Tell a story or write a story and help it make sense. "The DNA Code: The Forensics of Purpose, Passion and Performance".
Mediator - As a part of my legal consulting I was appointed to do mediation. Mediation is diplomacy. They are difficult, often complex, require exceptional people skills, decisions must have practical application and also a way of letting both sides know the world is not perfect.
Speaker - I love speaking and learned I could speak when on an officers selection course in the military. Communicating ideas to specific audiences is what I love.
Gallup StrengthsFinder - I only list these because I love the StrengthsFinder and believe their profile is accurate. My strengths: Strategic, Maximizer, Futuristic, Achiever, Activator and Ideation.
Here is some additional personal information about my life. I was born and educated abroad then in the USA. I was born in a small British colony, Rhodesia, now Zimbabwe. I attended a wonderful private school, St George's College, very much like the school in Harry Potter. I came to college in the USA and studied psychology, theology and political science.
I am husband to an amazing and beautiful woman I am father of three grown children who I raised. I am grandfather of three bright, engaging, energetic and incredible lives.
I am a traveler. I have been to all 50 US states and most of Canada. I have traveled through Europe on trains, planes and automobiles. I have walked, hitchhiked, driven, flown and traveled through much of Africa. I love cultures and meeting people who have different experiences to mine. I love coffee and sidewalk cafes. I love the water, especially the warm ocean. I was bitten by a small shark in the Florida Keys in 2019. I am a photographer. I love dogs and have a great pup called Trax.
My life is focused on connecting with people who are serious about their lives, families and legacy.
I have worked with some of the world's wealthiest individuals, NFL players, AIDS orphans, young entrepreneurs, college students, single parents, many nationalities, and many more. I love people and connecting. I love talking about legacy!
Call me at (425) 492-4300 I would love to connect and see how we can make life deeper, richer and more filled with meaning!
The Legacy Forum
Dr. Nick Heyne, MD
Board Certified - Adolescent, Addiction and Forensic.
I have been a Licensed Professional Counselor for 25 years in Texas. Throughout my life, friends, schoolmates and others have sought me out to talk about important issues. That probably moved me in the direction of becoming a therapist. I was amazed how before I became a therapist people I hardly knew would open up to me about their most private personal issues. They wanted to be heard and they wanted direction.
From early in my life I was fascinated by what motivated people. I wanted to understand the: What, How, When and Why people do what they do and also Who they do it with. Motive or the “Why” behind behavior is what I am always attempting to understand and identify. I was obsessed with the FBI and profiling. I often thought of becoming an agent but life took me in other directions. That fascination has served me very well. I have worked in corporate life with Mark Demos and have helped develop the Positive Forensic Profiling system. It allows us to look at what is best in people and also help them to see and leverage their strengths to face life.
I have spent 25 years reading and learning about how to ask the right questions to help people gain insight and also for me to understand, so I can counsel and advise.
I have been working with The Legacy Forum for 10 years. Working with Mark Demos with amazing people who want to make life all they have to capacity to do. I have been able to travel around the US to work with clients where they are. I have had the privilege of meeting clients with household names, spend time at homes and estates that are magnificent, but most of all see people who are serious about legacy work hard on decisions and issues.
I am a world traveler, I love the beach and warm places, I love speed and fast cars, I enjoy a wide variety of music, I am a movie quote savant!
Dr. Monique Rinere, Ph.D.
Advisor Education and College Pathways
Dean, Harvard, Columbia, Princeton and The New School
Monique Rinere, a first-generation college student, earned a B.A. in German and Music in 1990 from Hunter College of the City University of New York (CUNY) and an M.A. and a Ph.D. in from Princeton University in 2000.
After serving as the Director of Studies of Mathey College and then as the Residential College Dean of Butler College at Princeton, in 2006 she founded Harvard College's Advising Programs Office at Harvard University. In 2009, she was recruited to serve as the Dean of Advising for Columbia College and The Fu Foundation School of Engineering and Applied Science at Columbia University in the City of New York. At these three Ivy-league schools, Rinere served on countless committees and spearheaded more than her share of new initiatives to care for students and their parents. She believes ferociously in the value of assessing colleges, their teaching, student learning, advising and other services, as well as being realistic about the overall cost and importance of a college education.
She currently serves as the Assistant Vice President of The New School, leading academic and career advising, transition programs, academic integrity, and other student success initiatives. She is a member of the Advisory Council of the Center for Global Business at the University of Texas at Dallas (UTD) and is on the advisory board of My Life Scene-The Science of Human Talent. She is active in the Princeton Women’s Network (PWN) and sometimes contributes to her alma mater’s Annual Giving Campaign in addition to having served as an external reviewer at Yale and Georgetown.
An award-winning leader in the field of college advising, Rinere is author of the new book, "Countdown To College - The Essential Steps To Your Child's Successful Launch".
She has given dozens of talks to high school and college students and their parents on how to choose a college and succeed there, focusing on the questions few people ask, but everyone should. She has also organized and spoken at conferences designed for high school counselors and college advisers and delivered presentations at international gatherings of academics on college advising and assessment.
Dr. Heyne is our consulting psychiatrist and works both in our initial assessment phase and also in an ongoing treatment and oversight role. His relevant and broad expertise is an invaluable asset. He travels for initial assessments and also conducts many sessions on our facetime platform Thera-Link
Nicholas G. Heyne, M.D., specializes in adult, child/adolescent, forensic, and addiction psychiatry. A native of Southlake, Texas, he attended Cistercian Preparatory School and then the University of Dallas in Irving, Texas. After graduating from medical school in 2010 at the University of Texas Health Science Center in Houston, Dr. Heyne completed general psychiatry training at the University of North Carolina-Chapel Hill.
While at UNC, Dr. Heyne pursued his passion for serving pediatric patients by completing a fellowship in Child/Adolescent Psychiatry. Additionally, he received specialized training in Autism Spectrum Disorders at the Carolina Institute for Developmental Disabilities as well as training in Sports Psychiatry at the North Carolina State University Athletics Department.
After completing a fellowship in Forensic Psychiatry (for children and adults) at Emory University in Atlanta, Georgia in 2016, Dr. Heyne returned home to North Texas to train as an Addiction Psychiatrist specialist at the University of Texas Southwestern Medical Center.
Dr. Heyne has received multiple teaching awards for his outstanding work with medical students and residents and was inducted into the Alpha Omega Alpha Medical Honor Society in 2013. He volunteers to teach medical students, residents, and fellows at local academic institutions and hospitals today. Triple-board certified in general adult psychiatry, child/adolescent psychiatry, and addiction psychiatry, Dr. Heyne is a diplomate of the American Board of Psychiatry and Neurology.
Upon completion of his third fellowship in 2017, Dr. Heyne opened his private practice, Cornerstone Family Psychiatry, PLLC where he serves patients throughout the North Texas community. Additionally, he works at various emergency rooms and rehabilitation centers throughout the Dallas metroplex.
Penny van der Westhuizen, PhD (nd) LPC-S, PFP, C-LSI
Licensed Professional Counselor
Drug and Alcohol Advisor and Counselor
I am a Licensed Professional Counselor in Texas and also hold the LPC/S certification which enables me to supervise graduate students for their licensure. In addition I have been teaching drug and alcohol classes for the State of Tx for over 10 years.
I have worked with adolescents and young adults for over 30 years. My connection with this age group has always been a passion for me. I have seen so many go on to live wonderful, productive lives.
I am certified in the VIA Character Strengths Profile and various other Positive Forensic Profile Tests and processes. I am an expert in Profile Evidence Contamination. This enables me to profile possible DNA Markers, that if addressed appropriately, will result in sustained High Performance and not limit or undermine Talent DNA.
I was an aerobics instructor for many years, and enjoyed playing field hockey, tennis, swimming and running. I am also a major dog person and I am passionate about rescuing dogs from abusive situations. I currently have two pups, Asher Rain and Zoe, Kai, both rescue dogs
Charles Bartlett, B.A., MBA (cand)
Peer Coach and Speaker
Charlie is one of the amazing success stories we have had at The Legacy Forum. Charlie is the grandson of Charles Bartlett Johnson, founder of Franklin Templeton Resources and majority owner of the San Francisco Giants baseball team.
Charlie became a client back in 2015 when his family asked if we could work with him. He was struggling with life in every way. Facing another wall after leaving Southern Methodist University and then about to walk away from the University of Vermont, he knew he needed help.
Over the next year of intense work, Charlie's life turned around. The team at The Legacy Forum helped Charlie discover his immense talents and also what mattered to him in life.
He enrolled in Stetson University and his GPA moved from a 1.6 to his graduation GPA of 3.4 in 2018 with a degree in business and sports management. Charlie is currently enrolled in an MBA program at Stetson.
The change took time and has resulted in Charlie now seeking to help others as a Peer Coach and speaker.
Charlie will be speaking about his experiences, how to discover your own voice, participating in panel discussions with the Legacy Forum team and consulting with us on legacy issues with HNW families.