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Building Your Legacy

Legacy building requires focused attention and wise planning.  When building, making sure the foundation is strong and secure is essential.  I have discovered that many clients can focus on these 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 hard personal 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?

Family, Individual, Group, Legacy Retreats

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.  

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

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

We also create special retreats for groups: men, women, couples, executives, and specific professional groups.

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.

The Big Questions of Life - Meaning and Purpose
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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.  Sadly is hasn't.  There is often a quiet desperation and 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 is often the experience.

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?"

Launching To Legacy - "The Ultimate Gift"
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Based on the best-selling book "The Ultimate Gift" by Jim Stovall, the story sends trust fund baby Jason Stevens on an improbable journey of discovery, having to answer the ultimate question: "What is the relationship between wealth and happiness?"

The story revolves around an uncle "Red" who is leaving $100 million to his nephew, Jason. In order to insure his own legacy, he needs to make sure Jason is ready to inherit wealth that will build his life and not destroy it.  Red carefully plans a series of 12 experiences and tests in which he needs assurance Jason fully understands 

The Legacy Forum team has created a number of rites-of-passage experiences and profound life lessons for those who will likely inherit substantial wealth.  Each one is uniquely tailored to your individual child or young adult.

The are countless examples we all know of young lives where wealth has become a curse..  No parent works hard for the next generation to see their wealth squandered, lost or harm their children.  

There are some core lessons each life must learn and master for family legacy to be lasting and strong.  We specifically tailor these lessons to each individual.

This program is an option for family members of all ages.  ​The program runs a minimum of 3 months to 12 months.  Payments are for each month.

“I believe The Ultimate Gift resonates with people around the world because it dispels the big lie our society presents that if we just had enough money, we wouldn’t have any problems. Then it goes further to pass along life lessons that are the essence of what many of us want to become and the legacy we want to leave behind.” 

Jim Stoval - The Ultimate Gift

Strategic Legacy 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 coaching, support and exploring options for your children's future.

  • 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. 

Legacy Pathway Discovery - My TALENT DNA

Everyone needs to answer the most important question of life, "Who am I?"  

The Legacy Forum founder, Mark Demos has developed one of the most powerful Talent DNA profiling experiences ever created.  With help from some of the world's leading experts in Social and Positive Psychology, Organizational Development, Education and Big Data.  

The My Life Scene software takes students through a deep and very personal discovery of who they are so they can make informed choices for their future college and or career pathways.  Integrating some of the leading strengths, talents and motive identification profiles, each student develops their own personal profile.

The program runs a minimum of 4 months to 12 months.  Payments are for each month.

Visit My Life Scene

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
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