The Legacy Forum™ is the leading concierge firm providing bespoke programs and services to ultra-high-net-worth (UHNW) clients who want to build and protect their Family Legacy.

We build Legacy by utilizing our signature, retreat-based FORUMs, tailored to the specific needs and goals of each individual and family, based on our powerful Legacy Advising and Development Model.

We have worked to protect Family Legacy for over 30 years, providing mental health and coaching services to UHNW families, helping them navigate issues such as stress, anxiety, depression, substance-abuse, mental illness, failure to launch, and reputation management.

A Camden survey of H/UHNW Families, 71% were aware of or were directly affected by a family member’s struggle with mental health or addiction. 84% were concerned about potential damage.

We work with our clients to analyze the past by identifying the values and actions that you want to discard and those to celebrate, repeat, and develop as a foundation for your Legacy.

In addition, we partner with you to perform a thorough inventory and analysis of your assets, both financial and human, and leverage them to build your vision and future.

The Legacy Forum™ will dream with you as you create an enduring legacy, by building strong family systems, but more importantly, individuals who know and use their talents, and live lives personified by moral values and virtues.

The Legacy Forum™ is exclusive.  Working with us requires an intensive mutual vetting process.  The work we do is very important and very personal.  We understand not every potential client is ready to invest the time or commitment to focus on what we believe is the most important mission of any individual or family;  building and protecting their Legacy.

The Legacy Forum™ can be contacted directly, through family offices or wealth managers, who can facilitate the initial consultation and assessment.

How will the story of your Legacy be told?

The Legacy Forum

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