Insights

“The thing that lies at the foundation of positive change,  the way I see it, is service to a fellow human being.” -Lee Iaccoca

Our services focus on creating a strong sense of personal responsibility and practiced stewardship fostering family unity to prepare heirs for future family business management.

We support both families with operating businesses as well as those with assets managed by a family office or foundation and mentor clear communication, management and family development, trust, asset preservation, governance, risk management, strategic exit planning and philanthropy. 

Our multidisciplinary skills include leadership coaching, individual personality assessment, management consulting, educa­tion, mediation, addressing succession, conflict management, develop management teams, boards of directors, and family councils. 

Engaged Legacies helps trusted advisors accelerate complex estate planning engagements:
  • Succession Plans
  • Mission Statements
  • Family Legacy Statements
  • Family Constitutions
  • Professional Development Plans
  • Shareholder Agreements
  • Buy/Sell Agreements
  • Estate Plans

Engaged Legacies helps families:
  • Promote family harmony
  • Sustain positive family connections through the generations
  • Use their wealth and financial resources to serve their families
  • Preserve and protect family wealth
  • Maximize the potential of their business

Engaged Legacies by program:
  • Business succession and exit strategies
  • Life changes transition coaching
  • Realizing the value of your family foundation
  • Legacy conversations
  • Preparing heirs for inheritance
  • Managing sudden wealth
  • Family conflict resolution
  • Family leadership and governance
  • Pre/post liquidity event strategy and coaching:
  • Celebrity (discreet) advice that leverages your social & financial capital
  • Philanthropic advisory

Engaged Legacies by specialty :
  • Inter-generational transfer of wealth
  • Succession Planning
  • Exit Strategy
  • Building Family Teams
  • Strategic Planning
  • Family Retreats
  • Art Succession Planning
  • Family Board & Council Development
  • Philanthropy & Family Foundations/Donor Advised Funds
  • Family Constitutions
  • Family Business Assessment
  • Communication & Conflict Resolution
  • Individual Assessment and Career Counseling
  • Individual Coaching
  • Compensation
  • Sudden Wealth Mentoring
  • Philanthropic Travel
  • Life Transition Consulting
   
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CLARITY

“Your mind, while blessed with permanent memory, is cursed with lousy recall. Written goals provide clarity.  By documenting your dreams, you must think about the process of achieving them.” - GBlair

The Engaged Legacies™ process begins with clarity.  Our introduction to family members and key advisors provides us a comprehensive and candid overview of the entire family and their affiliated objectives for the future. 

Our proprietary assessment tools highlight individual competency, values and vision which guides us to determine what additional strengths must be in place to achieve multi-generational family success.

Our strategic snapshot of family dynamics enables us to build a solid, integrated Engaged Legacies™ foundation around your financial capital and work to ensure that your investments, tax and estate planning, and risk management activities are well communicated, coordinated and sustainable.

We take responsibility for working with all your advisors and aggregating a current snapshot via encrypted web technology.

PASSION

“Clarity of mind means clarity of passion, too; this is why a great and clear mind loves ardently and sees distinctly what he loves.” -BPascal

Passion is created when mission is defined and family unity is given clearance for takeoff.  Our passion is evident when we help families answer the questions, “What’s important to us?”  How will our decision effect our heirs?

Our transformative family experiences weave financial, social, intellectual and intimate personal connection together include time for inquiry, reflection, meditation, endorphin producing excitement, priceless memories and profound conversations.

Experience indicates that the key difference between successful and unsuccessful family dynamics is full family participation throughout the Engaged Legacies™ process.  Our process creates compassionate communication, which builds openness, trust, and accountability between family members and their trusted advisors.

Engaged Legacies™ are built thoughtfully over time, not just single events commemorated by signing a professionally designed estate document.  Our experts help families define and understand their shared values, mission, and responsibilities guiding you in creating a strategic plan to transition and sustain your wealth for generations to come.

PURPOSE

“True happiness ..is not attained through self-gratification, but through fidelity to a worthy purpose.” -HKeller

Discovering your family purpose is the easy part.  The hard part is keeping it with you on a daily basis and working on yourself, and collectively as a family to the point where you become that purpose.

Once you’ve identified your overall purpose/mission, the next step is to turn that purpose into achievable goals, projects, and actions.  Teddy Roosevelt once said, “In any moment of decision, the best thing you can do is the right thing, the next best thing is the wrong thing, and the worst thing you can do is nothing.”

On the eve of his death, Walt Disney had a reporter crawl into bed with him so he could share his vision for Disney World, six years before its completion.  When Disney World finally opened, another reporter commented to Walt’s brother, Roy, “It’s too bad Walt did not live to see this.” Roy replied, “Walt saw it first. That’s why we are seeing it now.”  ☎ Start now