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Building Your Legacy

Legacy building requires focused attention and wise planning.  When building and making sure the foundation is strong and secure, I have discovered that many clients can focus on important issues when they are not in their everyday settings.   


I lived on Lake Sammamish in Redmond, Washington.  It was five minutes down the hill from the main Microsoft campus.  Many of my clients were Microsoft executives.  They would come to my house and we would walk out onto the dock to talk. (photo above)  Many profound decisions and work was done just a few minutes away from the noise and pressure of corporate life.

Over the years I have met clients at vacation homes, on boats, in the mountains, on the golf course, in retreat settings, in hotels or some other private venue with few distractions.  I believe we all have special places that work for us.  For me it is near water, on the beach, a long drive and pine forests. 

What are your places? 


Call me and let's begin a building the foundation of an amazing legacy.  Why wait when life speeds by?


Planning a lasting legacy, working on problems, formulating ideas, making great decisions, taking immediate control of family crisis situations, does not happen in a 50 minute therapy session.   We live in a world where speed, immediacy and the demand for a solutions, is now.  Seldom are great decisions made in crisis.

We personally work with clients by designing retreats specific to their needs and clarify the purpose of the retreat.   We find the perfect environment for meaningful engagement.

Our process requires a forum that is conducive to and respectful of people who are serious about issues that will profoundly affect their legacies and lives.  

If you are ready to talk and begin one of the most meaningful journeys of your life, it is just a call away.  I am ready to take your call at (425) 492-4300.

"When you are the person everyone goes to for answers.  When you are expected to provide leadership through situations that those you lead believe only you can provide.  When you are trying to live a good family life and be an honorable person.  Where do you go?  

Life can be very lonely and even asking a close friend for help or where to go is almost more than you are able to do.

I found help by calling a close friend across the country who got me to connect with Mark Demos at The Legacy Forum.  It was one of the hardest calls I have ever made but it became the most pivotal and powerful choice I ever made.  To know  my situation was deeply understood and to have a plan that  was expertly managed with the highest measure of confidentiality, changed my life.  

I am back stronger.  I have clarity.  I have grown and become a better leader, husband and father."

Dave  B - San Francisco.

Meaning and Purpose
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Many of our clients have much.  They have been places, met important people, are well known in their communities, live in beautiful homes and have lawyers and financial advisors who know them very well.  

What many lack or are searching for is a deep sense of meaning and purpose in their lives.  They have gotten or been given the things that most believe will make life make sense, but is hasn't.  There is a need for more.  Going from one situation to the next, upping the stakes, enhancing the experience, getting bigger and more but finding less personal satisfaction.

For many it is about spiritual questions of existence.  For others it is clarifying values.  For some an entirely new life pathway.

We invite you to come and explore with us.  The greatest spiritual teacher, in my opinion, once asked the question, "What will it profit a man to gain the world but lose his own soul?"

Strategic Life Planning

The Legacy Forum helps you make sense of getting from here to there.

  • Legacy investing, social ventures and value volunteering.

  • Educational options and planning for children.

  • Retirement options.

  • Relationship choices and changes.

  • Parenting support and options for your children.

  • Individuals who need to find a fresh perspective and an objective opinion to their current plans.

  • Properly designed and executed family meetings

  • Working on legacy issues related to transfer of wealth to children and philanthropy.

  • The Legacy Forum is not and does not give financial advise or offer any financial planning.  Our focus is values,  innovative thinking, clarity in confusion and long-term thinking. 

"The legacy of heroes is the memory of a great name and the inheritance of a great example.”  Benjamin Disraeli
Creative and Innovative Legacy Thinking

We have worked with many clients who are looking for new opportunities for work, volunteering, vacations, family enhancement activities, relationship enrichment etc. 

Innovation and creative option thinking to make your legacy more colorful and fun is a speciality of The Legacy Forum.  Why do it like everyone else has?

We have travelled, know a lot of people from different cultures, started businesses, have a network of many creative people.  

What we have also learned is that most people have lived within their family structure or history, they have done the expected things and also they have a palate of places, people, foods, vacation spots, experiences they feel comfortable with.  

"This is the beginning of a new day. You have been given this day to use as you will. You can waste it or use it for good. What you do today is important because you are exchanging a day of your life for it. When tomorrow comes, this day will be gone forever;  in its place is something that you have left behind...let it be something good." - Anon
Call (425) 492-4300