The Legacy Forum™
A Collaborative Approach to Total Family Wealth Management™
The Family People Office™
The Legacy Forum’s™ mission is to communicate the true value of individual and Family Legacy. We hope you know it is your heartbeat echoing through generations, a tapestry woven from love, sacrifice, and shared dreams. The Legacy you build begins with people, you and your family. Wealth must be wisely managed and protected and that is why you have a Wealth Manager or Family Office. But it is the values, faith, beliefs and virtues that endure long after you have taken your last breath. Your footsteps will fade, your voice dim, but your Legacy and service to others, your optimism and hope living in every soul you touched quietly lingers.
The Legacy Forum™ invites 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) families. Having served UHNW clients for over 35 years, The Legacy Forum™ is expanding our focus to explore how we can work in closer collaboration with their Family Offices and Wealth Managers. The current period of The Great Wealth Transfer brings numerous challenges, complexities, and opportunities. We believe that our approach can significantly achieve even greater success and positive outcomes for all involved.
This website is designed for both UHNW individuals and families, as well as Family Offices and Wealth Managers. Our clients benefit from the combined expertise of our respective disciplines and jurisdictions. While we do not perform the specialized work of Family Offices and Wealth Managers, they cannot provide the unique services we offer. By collaborating, we can establish a unified and Total Family Wealth Management™ experience.
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.
We believe a New Era of Wealth Management and The Family Office has arrived. The Family Financial Office™ (FFO™) and The Legacy Forum's™ Family People Office™ (FPO™) together form a model capable of meeting the emerging challenges and opportunities in the world of Wealth Management. Total Wealth Management, or the Total Family Office™ (TFO™), provides a path forward for exploring and addressing these new realities.
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. Please contact us we are committed to making time for these important discussions.
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.
The Legacy Forum's™ Family People Office Model
Comprehensive Advisory Services
The Legacy Forum™ specializes in the thorough analysis of assets and the creation of individualized and family Human Capital Portfolios™. Our integrated advisory services are delivered by a team of carefully selected, professionally trained advisors who are committed to the well-being of each client and their family. Supported by a broad network of experts throughout the United States and internationally, our advisors offer wisdom, care, and professionalism in every engagement.
Human Capital Assessment and the SPIES™ Model
We lead in the field of Human Asset Analysis, providing Human Capital Assessments for individuals and entire families. Our proprietary SPIES™ Model stands out for its multi-dimensional approach, evaluating Spiritual/Beliefs, Physical, Intellectual, Emotional, and Social aspects. This unique integration of ancient wisdom, Positive Forensic Profiling™, and Positive Psychology has received endorsements from respected psychologists, including Dr. Elizabeth Loftus, PhD, and Dr. Christopher Peterson, PhD.
Holistic Talent and Character Strengths Identification
Through our Positive Forensic Profile™ model, we holistically identify and develop innate, hard-wired talents and character strengths. This process is essential for understanding each family member’s distinct capacities and fostering personal and relational growth.
Family Systems, History, and Forensic Timeline
Our approach includes a thorough examination of family systems and historical context. The Historical Forensic Timeline allows us to trace the origins of the family and its wealth, as well as explore intergenerational communication rooted in values, faith, and virtues.
Integration of Wealth Psychology
We incorporate Wealth Psychology in our legacy discovery and development process, offering deeper insight into the world of ultra-high-net-worth families and integrating these principles across all areas of our services.
Marriage, Parenting, and Individual Wellbeing Assessment
Our advisors assess the strength of marriages, parenting, and individual wellbeing within the family. We provide coaching in these areas to support healthy relationships and personal development.
Positive and Strengths Psychology Profiling
We utilize a variety of Positive and Strengths Psychology profiles, such as StrengthsFinder, Values In Action Profile, GRIT, Satisfaction with Life Scale, Meaning in Life Scale, Optimism Scale, Approaches to Happiness Profile, Hope Scale, and others, to understand and enhance individual strengths.
Monitoring Wellbeing with PERMA-H
Wellbeing is continuously monitored using the PERMA-H Profile, developed by the University of Pennsylvania Positive Psychology Center and Drs. M. Seligman and Peggy Kern. This ensures ongoing attention to the individual, relational, and family wellbeing.
Life Scene Investigation for Next Gen
Our proprietary My Life Scene™ software enables the creation of Life Scene Investigation Profiles™ for college, career, and life planning. This tool integrates personal beliefs/faith, values, virtues, hard-wired talents, character strengths, with a particular focus on supporting the rising generation.
Crisis Intervention and Risk Mitigation
The Legacy Forum™ offers risk mitigation services through in-home care or venues of your choice, addressing crisis intervention and providing support for mental health, detox, and substance abuse rehabilitation.
Global Support Network
Our fully integrated advisory services are supported by a network of caring and wise professionals. The Legacy Forum™ team, along with our extensive group of experts across the USA and abroad, ensures that families receive comprehensive, compassionate guidance and support.
What is true is this. As the family goes, so does the Family Office. What is also true is when The Legacy Forum's Family People Office and The Family Financial Office co-operate, Total Wealth Management can be achieved. What is true is that the lifespan of the Family Office mirrors the life and success of the family. What is true is that only 30% of Family Offices last to the second generation and about 5% last to the third and possibly fourth generation. Our cooperation can change that!
At the Legacy Forum, we believe that if Human Capital is not seen as co-equal or of greater value than the management of Financial Wealth, the entire system — you and your family — are at significant risk and your future becomes fundamentally unstable. The Family Office's mission must be driven by the mission to serve and enable the family to not only thrive but with the mission to build lives that will endure for generations.
We believe that many families aspire to live and leave a legacy they can be proud of. The Legacy Forum – and our trusted Advisors — will help you get there.
The Legacy Forum's™ Options for Cooperation with Family Financial Offices
We believe there are multiple areas of cooperation that will assist Family Offices and Wealth Managers in their work of serving their clients. We believe the truth of, "As goes the family, so goes the Family office".
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Trust and Relationship Building. Building stronger and more productive relationships with the individuals and families you work for. The most successful FFO's are where trust and strong relationships exist. Our ability to create that trust and build those relationships is essential to Total Family Wealth Management.
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The Future of Financial Control. Inheritors most often get to choose who will manage their portfolios. Many decide to change the structure of the Family Office or move on from their parent's Wealth Managers with whom they had a limited or no relationship. We can help with the preparation of inheritor to make wise decisions and see the value of their benefactor's wealth management team.
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Risk Assessment and Mitigation. We believe knowing history can be predictive both positively and negatively, based on knowing the historical individual and family traits in a family. Part of our work with individuals and families is helping them identify those issues in their family history that could be potentially harmful or a foundation for success. Heading off a crisis or major problem protects a family's wealth. Developing potential and leveraging positive history can build a family's wealth. and Legacy.
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Succession Management. Managing succession issues can be greatly enhanced based on our multi-faceted talent and character profiles. We can assist by advising on the selection of the best candidates for succession. Our Positive Forensic Profile™ primarily identifies the evidence of hard-wired talents and character strengths. It profiles the elements of likely and predictable success. Often the future of the family rises or falls on this critical choice.
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Understanding the Wealth and Financial Psychology. The world of the UHNW has many unique facets that deeply affect relationships, parenting, opportunities, and an overall approach to life. We understand this world very well and the many profound challenges that come with great wealth. One absolutely vital Legacy aspect is that of parenting. Building values and virtues into children is a great challenge. The Advisors at The Legacy Forum™ have encountered almost every scenario children of the UHNW face. Mental health problems, substance abuse issues, lack of identity and motivation and suicide are ever present worries in many families. Those issues can impact the financial, reputational and future stability of families and their Legacies. We have seen first hand the devastation but also the amazing opportunities and successes when we all work together for Total Family Wealth.
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Family Meetings. Assisting at Family Meetings based on our knowledge of the individual members personalities and values. Our cooperation and assisting you at Family Meeting can mean their success or failure.
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Philanthropy. Enhancing philanthropic and volunteer choices. Values clarification and investigation over a lengthy period of time, using profiles such as The Values in Action, our multi-layered SPIES™ profiling, historical virtues and interviewing other family members, friends and important people in their lives.
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Intergenerational communication. Understanding the values of both generations or multiple generations to enable better understanding and building better relationships. This deeply affects many aspects of the work Family Offices and Wealth Managers do. It's right in our wheelhouse.
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The Rising Generation. We have developed a variety of programs to engage them and help with their development of knowing themselves and defining themselves by virtue of their individual talents and character. A particularly important focus that is of great anxiety to FFO's and Wealth Managers is how do you prepare an heir who is going to inherit great wealth they had little to no hand in creating. Many heirs in waiting have voiced to us that AI and college friends are their first choice for financial advice and asset management. One question you need to think about very deeply, is how deeply do you know and have a relationship with members of the Rising and Transfer Generation? If you don't have a relationship with current clients children, in particular those in The Rising Generation, it is more than highly likely, they will NOT be you clients when they inherit or assume control of a family business or portfolio.
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Trusts. Helping develop ideas for Trusts based on the strengths and weaknesses of beneficiaries. Assessing the current sobriety and mental health of beneficiaries is invaluable for Trustees to make the best decisions on their behalf.
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Transitions. Helping the wealth creators as they transition into retirement or helping navigate to new opportunities and ventures. The journey of transition can often be very difficult.
The Legacy Forum's™ Value Proposition For Family Financial Offices and Wealth Managers
We believe there are multiple areas of cooperation that will assist Family Offices and Wealth Managers in their work of serving their clients. There are obvious confidentiality and legal issues which must be discussed with the family, the Family Office and The Legacy Forum to create a Total Family Wealth Management system.
Trust and Relationship Building.
Building stronger and more productive relationships with the individuals and families you work for. The most successful FFO's are where trust and strong relationships exist. Our ability to create that trust and build those relationships is essential to Total Family Wealth Management.
The Family Office or Wealth Manager who fails to get to know and understand the Next Gen, will likely discarded when they take control.
The Future of Financial Control.
Beneficiaries most often get to choose who will manage their portfolios. Many decide to change the structure of the Family Office or move on from their parent's Wealth Managers with whom they had a limited or no relationship. We can help with the preparation of inheritor to make wise decisions and see the value of their benefactor's wealth management team.
Risk Assessment and Mitigation
We believe knowing history can be predictive both positively and negatively, based on knowing the historical individual and family traits in a family. Part of our work with individuals and families is helping them identify those issues in their family history that could be potentially harmful or a foundation for success. Heading off a crisis or major problem protects a family's wealth. Developing potential and leveraging positive history can build a family's wealth. and Legacy.
Succession Management
Managing succession issues can be greatly enhanced based on our multi-faceted talent and character profiles. We can assist by advising on the selection of the best candidates for succession. Our Positive Forensic Profile™ primarily identifies the evidence of hard-wired talents and character strengths. It profiles the elements of likely and predictable success. Often the future of the family rises or falls on this critical choice.
Understanding Wealth and Financial Psychology.
The world of the UHNW has many unique facets that deeply affect relationships, parenting, opportunities, and an overall approach to life. We understand this world very well and the many profound challenges that come with great wealth. One absolutely vital Legacy aspect is that of parenting. Building values and virtues into children is a great challenge. The Advisors at The Legacy Forum™ have encountered almost every scenario children of the UHNW face. Mental health problems, substance abuse issues, lack of identity and motivation and suicide are ever present worries in many families. Those issues can impact the financial, reputational and future stability of families and their Legacies. We have seen first hand the devastation but also the amazing opportunities and successes when we all work together for Total Family Wealth.
Family Meetings
Assisting at Family Meetings based on our knowledge of the individual members personalities and values. Our cooperation and assisting you at Family Meeting can mean their success or failure.
Intergenerational Communication
Understanding the values of both generations or multiple generations to enable better understanding and building better relationships. This deeply affects many aspects of the work Family Offices and Wealth Managers do. It's right in our wheelhouse.
Transitions.
Helping the wealth creators as they transition into retirement or helping navigate to new opportunities and ventures. The journey of transition can often be very difficult.
Trusts
Helping develop ideas for Trusts based on the strengths and weaknesses of beneficiaries. Assessing the current sobriety and mental health of beneficiaries is invaluable for Trustees to make the best decisions on their behalf.
The Next Generation
We have developed a variety of programs to engage them and help with their development of knowing themselves and defining themselves by virtue of their individual talents and character. A particularly important focus that is of great anxiety to FFO's and Wealth. How do you prepare an heir who is going to inherit great wealth they had little to no hand in creating. Many heirs in waiting have voiced to us that AI and college friends are their first choice for financial advice. One question you need to think about very deeply, is how deeply do you know and have a relationship with members of the Rising Generation? If you don't have a relationship with current client's children, in particular those in The Rising Generation, it is more than likely, they will NOT be you clients when they inherit or assume control of a family business or portfolio.
Philanthropy and Volunteering
Enhancing philanthropic and volunteer choices. Values clarification and investigation over a lengthy period of time, using profiles such as The Values in Action, our multi-layered SPIES™ profiling, historical virtues and interviewing other family members, friends and important people in their lives.
Who will this child become? What possibilities lie ahead? What lives will he change? What great things might he achieve? What is the value of this one child's life? How will he respond to failures? How will he discover and use his Talents? What Vrtues will define his life?
The Foundation and Mindset for a Powerful Legacy
The Importance of Family Collaboration in Legacy Planning
It is a fundamental truth that the fate of the Family Office is closely tied to that of the family itself. When The Legacy Forum™’s Family People Office™ and Family Financial Office™ work together, Total Family Wealth Management becomes possible. The longevity of the Family Office is inseparable from the life and success of the family. Historically, only 30% of Family Offices survive into the second generation, and a mere 5% last into the third or fourth. Through our collaborative efforts, we can change this narrative.
Human Capital: The Cornerstone of Stability
At The Legacy Forum™, we firmly believe that recognizing Human Capital as equal to—or even more valuable than—the management of Financial Wealth is essential. Without this balance, both the family and its future are placed at significant risk, undermining long-term stability. The mission of the Family Office must be rooted in serving the family, supporting its ability to thrive, and building lives that endure through generations.
Supporting Families in Their Aspirations
We understand that many families wish to create and leave a legacy they can be proud of. The Legacy Forum™, alongside our trusted Advisors, is dedicated to helping you realize this ambition. Our approach includes comprehensive positive evaluations and assessments, utilizing the Positive Forensic Profiling™ system described in "The DNA Code – The Forensics of Purpose, Passion and Performance." This system incorporates principles from Positive and Strengths Psychology, the science of human happiness, as well as coaching and psychotherapy.
"The DNA Success Code by Mark R Demos is all about navigating through the toughest situations, to decisions about profession, education and parenting and ultimately defining your course in life...discover Evidence of your Talents and apply them to creating a life filled with the three important "P's": Purpose, Passion and Performance."
Dr. Elizabeth Loftus Ph.D. - Past President American Psychological Society and Distinguished Professor of Psychology and Law. University of California, Irvine.
Proven Results Across Borders
Our experience spans work with individuals and families throughout the USA, Canada, and internationally. We have witnessed the transformation of hopes into enduring legacies for many of our clients.
An Invitation to Connect
We welcome you to initiate a conversation with us. Over the past 35 years, individuals and families have been our primary clients, often connecting with us through referral from previous clients and the positive impact we have had on their lives. Our reputation is built on these lasting relationships.
Collaborating for Total Wealth Solutions
We invite Family Offices and Wealth Managers to reach out as well. We are eager to address your questions regarding legal matters, fiduciary responsibilities, confidentiality, and the structure of potential partnerships. Together, we can explore how to provide comprehensive wealth solutions for the families we serve. Each of us brings essential elements, but when we collaborate, families receive complete support, enabling them to build legacies that endure for generations.
A Privilege to Serve
We look forward to the opportunity of meeting you and discuss how we might work together for a greater and more lasting impact for the families we serve.
Krisandra and Mark R. Demos
Founders - The Legacy Forum™
