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.

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Services for Families

Organization and governance for owners of substantial businesses and assets. Programs and strategies for preparing the next generation.

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Resources for Business

Strategies for advancing effectiveness and boosting performance of the family business board. Development and preparation coaching for next generation directors.

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What clients tell us:

Relates well to both senior and younger generations of owners and heirs. Understands the practical, business and value-focused motivations of senior leaders, as well as how to enable our younger generation to increase their engagment, appreciation and learning as owners ... so that they develop informed voices and grow as valued contributors.”

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