Engaged Legacies™ Services
“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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