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:

Helped our board and senior leaders keep a sharp focus on the needs of the business, and at same time kept an essential level of sensitive awareness and patience in the process. Not an easy transition for the family at the time, but all of us are pleased with the results produced by our first non-family CEO.”