Welcome to The Legacy Forum
The Family 'PEOPLE' Office™ (FPO™), building upon this foundation, revolutionized Wealth Management with their new model. This approach views the family, and individual family members themselves, as the primary assets. The FPO™ model assesses: individual family members talents, clarifies values, faith, virtues and character traits, monitors well-being, identifies relationship strengths, and integrates the historical personal legacies of family members so as to offer a holistic framework that complements financial management and supports the long-term strength, health and Family Legacy.
The Family People Office
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​The Legacy Forum’s™ mission is to communicate the true value of individual and Family Legacy. We hope you know it is your heartbeat echoing through generations, a tapestry woven from love, sacrifice, and shared dreams. The Legacy you build begins with people, you and your family. Wealth must be wisely managed and protected and that is why you have a Wealth Manager or Family Office. But it is the values, faith, beliefs and virtues that endure long after you have taken your last breath. Your footsteps will fade, your voice dim, but your Legacy and service to others, your optimism and hope living in every soul you touched quietly lingers.
The Legacy Forum™ invites Family Offices and Wealth Managers to begin a conversation with us in our mission of delivering Total Family Wealth Management™ solutions to Ultra High Net Worth (UHNW) families. Having served UHNW clients for over 35 years, The Legacy Forum™ is expanding our focus to explore how we can work in closer collaboration with their Family Offices and Wealth Managers. The current period of The Great Wealth Transfer brings numerous challenges, complexities, and opportunities. We believe that our approach can significantly achieve even greater success and positive outcomes for all involved.
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This website is designed for both UHNW individuals and families, as well as Family Offices and Wealth Managers. Our clients benefit from the combined expertise of our respective disciplines and jurisdictions. While we do not perform the specialized work of Family Offices and Wealth Managers, they cannot provide the unique services we offer. By collaborating, we can establish a unified and Total Family Wealth Management™ experience.
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Fiduciary responsibilities require that Family Offices and Wealth Managers focus on their core financial expertise, just as we maintain our specialization in people-centered solutions. We recognize and respect these professional boundaries. There are clear advantages to working together in whatever ways best serve the long-term needs of our clients. By exploring ways to collaborate, we can help facilitate the creation of great and enduring Legacies for the families we serve.
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We believe a New Era of Wealth Management and The Family Office has arrived. The Family Financial Office™ (FFO™) and The Legacy Forum's™ Family People Office™ (FPO™) together form a model capable of meeting the emerging challenges and opportunities in the world of Wealth Management. Total Wealth Management, or the Total Family Office™ (TFO™), provides a path forward for exploring and addressing these new realities.
The Legacy Forum’s™ Invitation
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We warmly invite Family Offices and Wealth Managers who recognize the value of this collaborative model to connect with us. We understand this is a new approach and anticipate you may have questions about collaboration and cooperation. Please contact us we are committed to making time for these important discussions.
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We also welcome conversations with UHNW individuals and families directly, who appreciate that their future Legacies can best be realized when their FFO™ and FPO™ work in concert, prioritizing their best interests through unified efforts.
The Legacy Forum™-A Collaborative Approach to Total Family Wealth Management™
The Family People Office™
“Family represents the greatest source of enjoyment in life and is the motivator for financial success and security. While more than six in ten wealthy parents say it is important to leave an inheritance to the next generation, only one in five agree strongly that their children will be prepared to handle the wealth they receive.”​​ ​​
According to the annual survey of high-net worth and ultra-high-net-worth Americans 2015 U.S. Trust Insights on Wealth and Worth*
