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:

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”