The Legacy Forum
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The Legacy Forum Details
For over 25 years, The Legacy Forum has provided confidential concierge services to high net worth individuals and families. You have financial advisors or a family office that work with you to build and protect your wealth. The Legacy Forum was created to help you build and protect your personal legacy, your life and family. You are more than your personal wealth.The word "legacy" brings with it the concept of generations. Those generations that will inherit, be responsible for and we hope will continue investing their lives, talent and character to continue the work we passed on. HNW families have amazing opportunities but also face unique challenges . Dealing with these challenges often needs an approach that is uniquely tailored to your family.To protect your legacy, we provide concierge full-services, in-home care and management for mental health and addiction challenges for your family. Many of the families we work with have attempted a number of rehabs, wilderness programs, therapeutic boarding schools and other options but the problems still exist.We have a team which includes board certified psychiatrists, an Ivy League dean, specially trained life coaches, mental health providers and other legal or life management professionals as needed.We do almost everything in-home. There is marginal disruption to the family. Confidentiality is maintained because we work with the family where they are. We have worked with many families through our 25 years with a variety of challenges. We have an approach that brings all the very best resources to you and works with the whole family for long term success.Our Legacy Building services specialize in executive, life, relationship, parenting, family meetings and coaching. We generally do this in retreat or away-from-home settings. The less distractions there are, the more powerful and lasting the work we do is. Our clients contact us directly or though a Family Office.
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