The Legacy Nexus
The Next Gen
The Legacy Nexus serves the Ultra High Net Worth beneficiary who recognizes their position as the Nexus - the pivotal point where a founder's wealth and values either find enduring continuity or are lost.
The Stakes
Statistical evidence confirms that family legacy failures stem primarily from human unpreparedness, not market volatility. The gamble on unmanaged human capital has reached a crisis level. Heirs are not passive recipients; they are the critical juncture where generational wealth either thrives or dissipates.
Our Approach
We believe resilience rooted in values, virtues, talents, and strengths must precede financial stewardship. The Legacy Nexus provides an intensive, high-touch process that transforms recipients into confident, capable stewards through demonstrated capacity rather than theoretical preparation. We work with our clients and use real world experiences to teach many of the important values and virtues of life.
There has never been a generation that stands on the verge of inheriting the most massive amount of money in all of human history. Experts estimate that Baby Boomers, are going to transfer close to $124 TRILLION dollars to Millennials and Gen Z.
To the Ultra High Net Worth-1% (UHNW) approximately $16 TRILLION is coming their way. You are the focus of The Legacy Forum's programs, experiential learning, inter-generational communication, integration of AI into managing those TRILLIONS, forming new relationships with Family Offices and Wealth Managers who can bring real help to growing and protecting those TRILLIONS against the many risks you will face.
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“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