Legacy building requires focused attention and wise planning.  This is done in what we call a "Forum".  A Forum is a place when we meet and talk about the important issues of life; on which Legacy is built.    The Forum in Roman times played the same role.  We believe that we can work best, and our clients can focus on these important issues, when they are not in their everyday settings.   

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For a few years, I lived on Lake Sammamish, five minutes down the hill from the main Microsoft campus.  Many of my clients were executives from Microsoft. They would come to my house and we would walk out onto the dock to talk. Many profound decisions and important personal work was done just a few minutes away from the noise and pressure of corporate life.  That environment made a world of difference.​

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Over the years I have made it a point to meet clients at vacation homes, on boats, in the mountains, on the golf course, in retreat settings, on islands, 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 you know you can focus and talk about important matters?

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“Family represents the greatest source of enjoyment in life and is the motivator for financial success and security.  While more than six in ten wealthy parents say it is important to leave an inheritance to the next generation, only one in five agree strongly that their children will be prepared to handle the wealth they receive.”​​  ​​

According to the annual survey of high-net worth and ultra-high-net-worth Americans 2015 U.S. Trust Insights on Wealth and Worth*;