Teaching Associates

Some services of The Legacy Associates are provided by advisors who are themselves active owners of large, mature family enterprises. Each is also an experienced teacher with special expertise in subjects including finance, estate planning, and philanthropy.

The title “teaching associate” means that each has another career, but works with Legacy Associates clients, providing presentations or coaching where there is a special need.


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.”