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:

A skilled facilitator who led our family in how to work together, so that at the end of a project we could say: 'We did this ourselves.' That way we didn't just learn about ownership, we took more ownership responsibility ... within our respective roles, for stewardship and for helping shape our futures”

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