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There are times and situations in our lives when we need to have Conversations of consequence.  We need to make decisions that determine the course of our lives and are likely to impact the lives of others, and our wealth.  There are issues which demand more than just an hour or two thinking through a next move but issues which when we make the decision we will know we have worked through it fully. There are issues which are weighty, will have wide-ranging and consequential outcomes.  

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The Legacy Forum™ Advisory has crafted a Forum which focuses almost exclusively on the decisions, relationships and transitions that are particular to G1.    This unique venue allows us to talk without the rush or distractions of life, all in old world elegance.  Legacy Advisors™ wise and highly trained in the art of decision-making will be your Trusted Advisor and confidant on The Conversation™.

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• The Forum Venue - The Cunard Lines Trans-Atlantic, 7-day cruise on the Queen Mary 2.

• Length of Forum - Seven (7) days from New York to Southampton or Southampton to New York.  

• Forum Format -  Normally an individual or couple.  You can select one or two Legacy Advisors™ for your Conversation.

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The agenda of The Conversation™ will be determined by you.  Recurring issues clients have needed to talk through are:  

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• Succession - Who will be the best person to take the reigns of the business you have spent forty years building?  How will the decision be thoroughly examined with all distractions sidelined?  Where to find a place where all countless voices seeking to influence the choice are silenced?  Where can the options be assessed and greater clarity be found?  Where can a non-interested, expert Advisor(s) be found that is not rushed, biased, or have some advantage from the ultimate decision, work slowly, thoughtfully and with the highest level of confidentiality?

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• Possible Retirement and Beyond - When is the optimal time to hand over the reigns of control?  What are the psychological factors and emotions I will encounter when I make the decision?  What are the psychological barriers holding me back from handing over control of what I started, created, and have made a great success?  What are my greatest fears related to my physical health, social position, realization that life has transitions and maybe my mortality is a reality?  How do I frame  and explain my decision?  Don't most men die soon after they retire?  What is next, my options, my bucket list, my opportunities?  What will my first day of retirement look and feel like? 

 

There are countless questions and situations just like these two major issues.  The question is where and how can I find a place and some one who can help me?  The outcome of this decision could be worth millions of dollars gained or lost.  People's lives deeply affected.   ​

 

Pre-Boarding - The Conversation™ does not begin when you board the ship.  Prior to leaving we want to make sure you and the appropriate Legacy Advisor are a good fit.  In addition, there will be at least one or two calls or meetings to frame the central issue you are seeking clarity on. 

 

Post-Docking - After the cruise The Conversation™ will continue until you believe the issue is settled and your direction clear.  Your Legacy Advisor™ will work with you and assist you in meeting whatever is necessary  and you require to articulate and follow through with your decision.  A written report of the process will also be provided.

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For more information on open dates, cabin selection options, and to discuss the The Conversation™ in greater detail, please contact us.  Please be aware, there is very limited availability specifically on the Trans-Atlantic cruises.​​​​​​​​​​​