We provide custom structures, tools and organization for linking … the best of both Learn More
About Legacy Associates
Experience, sensitive awareness and business focus. Helping families organize for effective ownership, prepare the next generation for greater responsibility and develop the board as a strategic asset.
Services for Families
Organization and governance for owners of substantial businesses and assets. Programs and strategies for preparing the next generation.
Resources for Business
Strategies for advancing effectiveness and boosting performance of the family business board. Development and preparation coaching for next generation directors.
What clients tell us:
“His teaching stories from experience with other business families were extremely helpful. Provided our group with clarity about our goals and roles as directors and shareholders.”
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