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:

“Enabled our family shareholders to support building a more effective board, as well as to clarify long-term goals and reaffirm confidence and commitment as owners.”