About Our Forums
The Legacy Forums™ - Identifying, Assessing, Growing and Protecting The Individual Human and Family Capital Portfolios™
"We spent decades accumulating financial capital, only to realize belatedly that we had neglected investing in our family capital. The sustainability of the former is ultimately determined by the latter".
(Wealth Manager Unidentified)
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 Virtues will define his life? What Legacy will he leave behind?
Nothing is certain in life. This is Robert "Bobby" Chalmers, with Mark Demos's grandmother, Henrietta Chalmers. Bobby's short life ended before his third birthday. He was Robert and Henrietta's first child and named after his father. They had three more children, Joy, Gerald and Ruth, Mark's mother. Joy married Frank Schoon, whose photograph is to the left, taken while on their honeymoon to Cape Town in South Africa. Mark's middle name is Robert, named after his grandfather and baby uncle Bobby.
Learning about the history of my family has given me a beautiful picture of my family Legacy and has silently influenced me in ways I was not aware of. It has been a wonderful endeavor and I have such a deep appreciation for who came before me. History matters and is the foundation on which Legacy is built. Are their people or stories you have heard about your past that you could take some time to find out about?
The Foundations of Legacy™
The Foundations of Legacy™ is our signature individual and family program that begins the process of working with The Legacy Forum™ in our Family PEOPLE Office™. This is the entrance process where we work through building your family's Human Capital Portfolio™. This initial process takes approximately twelve months and in many ways is similar to how a Family FINANCIAL Office is constructed. A full accounting and description of a family's Financial Portfolio is necessary prior to any growth or risk management strategy is developed.
When a family reaches a level of financial wealth where they have a minimum of $100 million in Assets Under Management (AUM), many choose to create a Family Office. Those with less either work with a Wealth Advisor or are part of a Multi-Family Office.
The Interview Process and Criterion for Acceptance into The Foundations of Legacy™ Program
-
The Informational Discussion. Once you call The Legacy Forum™, our Corporate Concierge will schedule a time for you for the entire program to be described and discussed. (60-90 minutes)
-
The Prospective Client Interview. If you elect to continue, a determination must be made as to your suitability for membership in The Family PEOPLE Office™ and entrance into The Foundations of Legacy™ program. This interview process consists of three interview sessions and one final session where a determination regarding your "fit" will be made. The interview process takes approximately 2-4 weeks. Each interview session takes about 90-120 minutes. Various profiles and exercises will be performed by you in-between sessions. If during the final session a mutual determination is made for you to continue on and participate in The Foundations of Legacy™, our Corporate Concierge will take you through the enrollment process and schedule a start date.
To read and understand more about the interview requirements, process and reasons for why The Family PEOPLE Office™ is exclusive to a select number of clients, click on the "Learn More" button. You will receive download of, "The Interview Criterion and Process for The Family PEOPLE Office™"
Frank and Joy Schoon. on their honeymoon in Cape Town, South Africa. Joy was Bobby's little sister
The Conversation™
There are times and situations in our lives when we need to talk, really talk. We need to make decisions that determine the course of our lives. There are issues which demand more than just an hour or two thinking through a next move but issues which when I make the decision I will know I have worked through it fully. There are issues which are weighty, will have wide-ranging and consequential outcomes.
There are issues such as:
-
Succession - Who will be the best person to take the reigns of the family business? 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?
-
Possible Retirement and Beyond - When is the optimal time to hand over the reigns of control? What are the psychological factors and emotions I am and will encounter when I make the decision? What are the psychological barriers holding me back from willingly 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 death is a reality? How do I 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.
The Legacy Forum™ and Family PEOPLE Office™ have created just what you need to accomplish your goal. We have found a place to talk and work through your decisions where there are no distractions, unless you choose them, The Cunard Lines Trans-Atlantic, 7-day cruise on the Queen Anne or Queen Elizabeth II, allows us to talk without the rush or distractions of life, all in old world elegance. Legacy Advisors who are wise and highly trained in the art of decision-making will be available to talk at your convenience.
For a brochure which describes The Conversation™ in greater detail, please download the information - Learn More
Bespoke Legacy Narration, Curation & Showcasing Projects by The Legacy Atelier™️
Select from The Legacy Atelier's private legacy curatorial projects to ensure the deserving longevity of your family legacy. Expect meticulous legacy research, profound and culturally fitting narratives, purposeful preservation, and stunning legacy representation with evocative illustrations, presented with a touch of luxury in the format(s) of your preference.
Which Legacy Curatorial Project(s) Would Spark Your Interest?
Contextual Legacy Research (incl. historical) • Story Collections • Curated Interviews • Legacy Books • Family Legacy & Family Member Portrayals • Legacy Videos • Brochure Collections •
Digital Legacy Collections • Heritage Pages • Legacy Catalogues & Archives • Legacy Walls & Murals • Legacy Showrooms • Legacy Exhibitions • Legacy Museums
The Ultimate Legacy Curatorial Project Combination is Having Your Family Legacy Museum and Archives, e.g., for a Grand Anniversary.
Legacies are much more than a few stories, memories, a brief chronological timeline, and a gesture of appreciation. In fact, your family legacy is your most valuable asset; however, it is critical that you treat it with the utmost priority. If you let it fade away, your family will gradually become fragmented and, consequently, your wealth will also evaporate. We hope that you feel inspired to start exploring, narrating, preserving, and showcasing your family legacy, to anchor, engage, and inspire your family members, and far beyond, for generations to come. Your family legacy is your most vital engagement and alignment tool, educational source, and inspirational resource, the key to achieving a thriving future for your family, various entities, investments, and all endeavors based on your family-unique foundations.
Invest in your family legacy as a true legacy guardian, steward, and custodian. Our cutting-edge legacy practice delivers the A–Z of your desired legacy curatorial projects in your preferred tone and style, along with complementary strategic legacy ateliers to elevate and maximize your family legacy. Should you wish, we may also collect, synthesize, actualize, and build upon your already extant legacy materials, bringing them to much greater relevance.
Contact our Founder to explore our stunning legacy curatorial portfolio and discuss how we may help enhance your family legacy journey: zita@thelegacyatelier.com.
We are multilingual and culturally astute, embracing and guiding you through the multilayered cultural, social, and other sensitivities surrounding your family legacy, including the nuances of language-related narrative constellations across different cultures.
The Legacy Retreat Forums
Our Legacy Retreats are one of the highlights of everything we do. Being able to remove ourselves from all the noise of life for the purpose of personal and family growth is what makes them so special. We have a number of retreat formats that are determined by the people who attend, the length of time and the venues we host them at.
The Foundations of Legacy™" We incorporate short retreats into our signature Legacy program, the 12-month, Foundations of Legacy™". We always try and schedule one close to the start of "The Journey". The others are scheduled at the end of each section of the program. It becomes a time for your family and your Advisors to get to know each other in an accelerated way.
We know our clients can go anywhere and do anything at a moments notice or choice. Many have jets and there is little that the retreat setting will do to impress them. We have a variety of options for retreats and have also held them at various homes our clients own.
Special Retreats
The Legacy Forum™" and Family PEOPLE Office™" offer specialized retreats run by our Advisors and subject area experts. The retreats are well crafted for a good balance of learning, connecting and relaxation. Here is a list of the retreats we offer:
-
Individual Legacy Retreat
-
Individual Couple Retreat
-
Creating Our Family Legacy Atelier
-
Parenting in UHNW Families
-
Building Values, Beliefs, Virtues and Faith into Our Family Legacy
-
Building Values, Beliefs, Virtues and Faith into My Personal Legacy
-
Group Couple Retreat (Max 3 couples)
-
Building Our Family Legacy and Mission
Contact our Corporate Concierge about scheduling your bespoke retreat.