People Office | The Legacy Forum

The Family PEOPLE Office™

Where UHNW Families Go To Grow and Protect
Their Most Precious Assets - Their Families

"As Goes the Family, So Goes The Family Office™"
(Mark R. Demos Co-Founder The Legacy Forum™)

You know your Financial Portfolio is being expertly managed and protected by your Private Wealth Advisor or Family Office. They are exceptionally talented and educated professionals. You also know first-hand the experiences of other people that no matter how much money you have, there are situations and tragedies that your wealth are no match for. Engaging with The Family People Office™ brings our team of Family Legacy Advisors™ and experts into your life to care for your wellbeing, build your family and family members lives, strength and resilience and help mitigate against real and potential threats to your family.

A question we ask when we interview prospective clients for The Foundations of Legacy™ program, is one that has to be answered for wealth and Legacy to endure. "Who would you be as an individual and family if you lost all your wealth?" If your wealth is measured by stocks, bonds, real estate, cars, cash, private equity, jets, digital assets, etc, and your faith and standing in your world is sustained by them; then your Legacy and personal wellbeing are at significant risk.

We have observed the fear of loss in our clients. Thirty-five years has given us a unforgettable perspective. If you and your family find their identity in, and put their faith in the future being secure because of your Financial Portfolio, your Legacy will in all likelihood become another often repeated statistic.

Below are several key questions that we address during our interviews for The Foundations of Legacy™:

What strategies do you have in place to establish a Family Legacy that highlights the individuality of your spouse and children, rather than reducing them to a brief mention in a publication such as Forbes?
Which truly holds greater value in your life: the accumulation of financial wealth or the health, wellbeing and unity of your family?
Consider whether your primary motivation for accumulating and safeguarding wealth is grounded in supporting your family's wellbeing and long-term security, and in mitigating potential risks to their happiness.
"Where your treasure (wealth) is, that's where your heart will also be". (Christ) Where is your heart?
What is your greatest hope for your marriage, your children's futures, your Family Legacy?

The Legacy Forum™ invites UHNW families, Family Offices and Wealth Managers to begin a conversation with us in our mission of delivering Total Family Wealth Management™ solutions. Having worked with UHNW clients for over 35 years, The Legacy Forum™ is seeking closer collaboration with Family Offices and Wealth Advisors. We have seen when succession goes sideways and we know we had information that could have helped avoid the crash.

We have seen when people's lives implode, by drugs, alcohol, mental health issues, relationship failures or suicide. Just this year we know three people take their lives. One a young bright, handsome, young man with everything to live for, a fifty year old entrepreneur and a fifty year old mother of two. All three discovered wealth does not create happiness, hope or answers to many of life's important questions.

There is no time to waste for those who work in Wealth Management. The Great Wealth Transfer has begun and it brings numerous emergent challenges, complexities, and opportunities. We believe that our approach can significantly achieve even greater success and positive outcomes for UHNW families who that know life is about far more than just a Financial Portfolio.

Application and Interview

The Family People Office is our Signature offering. It is only possible to work with This Legacy Forum program after you have submitted an initial application and been through our interview process.

The Family People Office is only for families that are .....................

Formal Application and Admission

The formal application.

Legacy Concierge - You will be introduced to your Legacy Concierge. They will be your touch-point throughout the process of application and program.
Biographical Information
Three personal interviews
Confidentiality Agreements
Legal Agreements
Financial Agreement and Payment

The Foundation of Legacy

The Foundations of Legacy is required to participate in The Family People Office. It is is the twelve-month program where your family with work with our Advisors and team of experts to build your Family Capital Portfolio.

The capacity to build anything of any enduring quality, demands the foundation be strong and sound.

There are three essential parts to The Legacy Foundations program:

1. A-Analysis

2. I- Inventory

3. D - Direction

Foundations - Analysis of History*

(Approximately 3 months)

The history of your family is a vital part of The Family People Office program. Knowing who you are today and how you got here is imperative in determining future and enduring Legacy.

There are two parts to your history:

Delete - Those who refuse to learn from the negative lessons of their history, are doomed to repeat them.
Repeat - Those who choose to remember and learn from the positive lessons of their history, are destined to repeat them.

Foundations - Inventory of Human Capital* (Approximately 6 months)

Inventory of your Family Capital Portfolio.

Your Advisors and experts, will use our proprietary Positive Forensic Profile to discover, identify and categorize the individual, relational and combined assets in five distinct classes.: Spiritual/Beliefs, Physical, Intellectual, Emotional and Social.

These are identified as being exceptional multi-dimensional Talent DNA markers. Their combined value is what constitutes your Family Capital Portfolio.

Foundations - Direction and Strategic Investment

(Approximately 3 months)

Direction or strategic investing of your Family Capital Portfolio is based on the two directives of Wealth Management:

Grown the assets by Strategic Investing.
Protect the assets by Risk Mitigation.

The Family People Office's Advisors work with each individual and your family unit, to perform both those directives. They do so by leveraging Talents, Spiritual Beliefs and Faith, Values and Virtues, Character and Morality, Meaning and Purpose.

Foundations - Legacy Advisors

Legacy Advisors will be selected to work with your family. Their initial goal is to form and build a Trusted Advisor relationship with you and your spouse. They will direct the Foundations of Legacy program. You will work with them during retreats, on Zoom, calls, texting and email.

Our Legacy Advisor work is designed to be High-Touch and as often as possible be in-person. They are on-call at all reasonable times and for your advisory needs.

Foundations - Couple's Advisory*

Your relationship with your spouse is where the power and direction of building a Family Legacy should reside.

Your Legacy Advisors will treat your relationship with the highest priority. Some Legacy Advisors are experts in Family Systems and relationship coaching. If your Advisor believes you would profit from Couples Therapy, we have professionals we use and refer to as needed.

Foundations - UHNW Parenting Advisory*

Parenting in UHNW families can bring many challenged unique to wealth. Our Legacy Advisors regularly use experts when both performing our individuals Positive Forensic Profiling we call Life Scene Investigation and for children in two age groups: Ages 6-12 years and ages 13-18 years.

Advisors are trained in Wealth Psychology and parenting in UHNW families.

Foundations - Risk Mitigation and Mental Health*

Our Advisors are well versed in Wealth and UHNW Family Psychology. They are able to advise and coach in most situations.

If they believe a Mental Health Professional should be called in to assist or to perform an evaluation, we will refer you to one or more of our experts.

The Legacy Forum partners with a highly respected company that can provide evaluations, interventions, and perform many in-home treatment options, including medically supervised detox and rehabilitation.

We always advise families to call 911 in the USA, 999 in the UK or the emergency number in your country if you believe any family member might harm themselves or another person.

Foundations - Legacy Retreats*

The Foundations of Legacy program has schedule retreats at the start of the program and then in-between each major area of work. These are short 2-3 days in length.

The Legacy Forum can be scheduled for more intensive work with couples and families to deal with specific issues such as communication, parent/child relationship issues, succession discussions, family governance issues and Family Meetings.

Speaking with your Legacy Advisor about the length and venue, reasons for and also what you might require in terms of specialized experts.

Emergency retreats and meetings can be scheduled when families are facing a crisis or have had to deal with a specific loss or change in circumstances.

See "Forums" for more information

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The Family PEOPLE Office™ Where UHNW Families Go To Grow and Protect Their Most Precious Assets - Their Families

"As Goes the Family, So Goes The Family Office™" (Mark R. Demos Co-Founder The Legacy Forum™)

The Family PEOPLE Office™

Where UHNW Families Go To Grow and Protect
Their Most Precious Assets - Their Families

"As Goes the Family, So Goes The Family Office™"
(Mark R. Demos Co-Founder The Legacy Forum™)