About Our Forums
Bespoke Legacy Programs & Services
The Legacy Forum™ introduced many programs and services over 35 years. They focused on both individuals, couples, children of all ages and families as a whole.
Many of the custom services listed below are now included as part of the full Family People Office in The Foundations of Legacy™. They are all highly bespoke and created only for a select few of our clients.
We find that many clients who work with us in dealing with marital, parenting, retirement, succession or even addiction issues, come to see the need for the family systems and risk mitigation architecture The Family People Office™ provides. It is cohesive, holistic, responsive and you have the opportunity to build a trusted relationship with our Advisors.
However, some offerings, such as The Legacy Nexus™ (Next-Gen), The Aetilier', The Conversation™ (Trans-Atlantic Advisory Cruise), are not included or listed in Legacy Select. These are Select Signature offerings of The Legacy Forum™.
The Socrates Advisory™ provides a range of options, each tailored to your needs, and connects you with a wise and trusted Legacy Advisor™ who can assist with challenges, guidance, or problems.
We are here to serve you and your family. We remain committed to working with clients as we have for thirty-five years managing crises, bringing back stability and direction, managing a full range of Mental Health and other life challenges.
*All of these Legacy Forum™ products and services can be accessed individually without enrolling in The Family People Office™.
Foundations - Legacy Advisors*
Legacy Advisors™ will be selected to work with your family. Their initial goal is to form and build a Trusted Advisor relationship with you and your spouse. They will direct the Foundations of Legacy program. You will work with them during retreats, on Zoom, calls, texting and email.
Our Legacy Advisors work is designed to be High-Touch and as often as possible be in-person. They are on-call at all reasonable times and for your advisory needs.
Couple's Advisory*
Your relationship with your spouse is where the power and direction of building a Family Legacy should reside.
Your Legacy Advisors will treat your relationship with the highest priority. Some Legacy Advisors are experts in Family Systems and relationship coaching. If your Advisor believes you would profit from Couples Therapy, we have professionals we use and refer to as needed.
UHNW Parenting Advisory*
Parenting in UHNW families can bring many challenges unique to wealth. Our Legacy Advisors regularly use experts when both performing our individuals Positive Forensic Profiling™, and Life Scene Investigation™ for children in two age groups: Ages 6-12 years and ages 13-18 years.
Advisors are trained in Wealth Psychology and the specific parenting needs in UHNW families.
Risk Mitigation and Mental Health*
Our Advisors are well versed in Wealth and UHNW Family Psychology. They are able to advise and coach in most situations.
If they believe a Mental Health Professional should be called in to assist or to perform an evaluation, we will advise you and refer you to one or more of our expert professionals.
The Legacy Forum™ partners with a highly respected company that can provide evaluations, interventions, and perform many in-home treatment options, including medically supervised detox and rehabilitation.
We always advise families to call 911 in the USA, 999 in the UK or the emergency number in your country if you believe any family member might harm themselves or another person.
For Information on Mental Health Service
Legacy Retreats*
The Legacy Forum™ can be scheduled for more intensive work with couples and families to deal with specific issues such as communication, parent/child relationship issues, succession discussions, family governance issues and Family Meetings.
Speaking with your Legacy Advisor about the length and venue, reasons for and also what you might require in terms of specialized experts.
Emergency retreats and meetings can be scheduled when families are facing a crisis or have had to deal with a specific loss or change in circumstances.
The Foundations of Legacy™ program has schedule retreats at the start of the program and then in-between each major area of work. These are short 2-3 days in length.
See "Forums" for more information
The PERMA-H Well-Being Model
The PERMA-H Well-Being Model
The six essential elements of individual wellbeing and thriving. This is for individuals, couples and families.
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P – Positive Emotions: Cultivating hope, joy, and gratitude to improve mental health.
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E – Engagement: Finding "flow" by being fully immersed in activities.
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R – Relationships: Building authentic, supportive connections with others.
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M – Meaning: Serving something bigger than oneself and having a sense of purpose.
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A – Accomplishment: Pursuing mastery, competence, and goals.
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H – Health: Incorporating physical health, nutrition, sleep, and vitality
"Money represents your time, your energy, your talents, your total personality converted into currency. We usually hold on to it tenaciously, yet it is uncertain in value and we cannot take it into the next world." - Billy Graham