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:

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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