Membership
We serve a community of like-minded families interested in understanding, adapting and applying global best practices to the preservation and enhancement of their true family wealth—from family purpose, harmony and relationships to successfully managed family financial and business assets.
Who should join?
We developed Legacy Learning courseware for all legacy family members and their advisors, including:
- Current and future family leaders
- Next Generation family members
- Extended family members, including spouses and in-laws
- Established families facing the challenges of leadership succession, generational transition or a renewed approach to family legacy affairs
- Newly wealthy individuals and their families
- Family office staff, family business directors and management team members
- Trustees, lawyers and wealth management professionals
- Students in legacy families
And anyone else who could benefit from learning and sharing the knowledge essential to the creation of a successful and enduring family legacy.