About Us

Finding Inspiration in Every Turn

The Legacy Forum™ Legacy Advisors: Elevating Human and Family Capital

At The Legacy Forum™, our Legacy Advisors distinguish themselves by having innovated the Wealth Manager and Family Office model to design The Family People Office™. The difference is our expertise is NOT on Financial Capital, but on Human, Family, and People Capital. Our commitment is to guide individuals and families in cultivating these essential dimensions, which we believe are the foundation to building a lasting Legacy. When the people and family thrive, so does the Financial Portfolio.

We deliver a personalized, high-quality concierge experience, drawing inspiration from futurist Alvin Toffler, who championed the need for a balance between advanced technological innovation, “High Tech” and "High Touch" human connection. In today's rapidly evolving landscape—marked by the unprecedented acceleration of artificial intelligence—we recognize that this critical equilibrium has been seriously disrupted. The two most disruptive events: Covid and the advent of AI.

We find ourselves at a pivotal moment in history: technological progress, propelled by AI, is intersecting with the onset of The Great Wealth Transfer. Toffler’s foresight regarding the dangers of his described state of "shattering stress and disorientation," which he termed Future Shock, is manifesting in the lived experiences of many clients and their successors. The increasing prevalence of anxiety, depression, self-harm, suicide, substance abuse, and other serious mental health disorders underscores the urgency of our approach.

In response, The Legacy Forum™ places unwavering emphasis on a High Touch approach in every client interaction. This core aspect of our ethos is more than a service model—it is integral to who we are. We hold that genuine, meaningful impact on those we serve is only possible through personal engagement.

The omnipresence of technology in modern life often results in perpetual distraction and a pervasive sense of overwhelm. Our suite of products and services is designed to counteract these effects by fostering personal engagement, thoughtful consideration, and deep reflection. We encourage clients to develop a true appreciation for their assets, practice open and authentic communication, clarify and articulate their deeply held values, and integrate virtues into their relationships and service to others. We further guide them in investing their wealth, talents, and time in people and causes that contribute to a meaningful and enduring legacy.

Our Legacy Nexus™ division is a cornerstone of this philosophy, specifically tailored for the Rising Generation. It is intentionally personal, immersive, and experiential—supporting the holistic development of the “Great Inheritors” as they navigate The Great Wealth Transfer.

The convergence of the Great Wealth Transfer and the rapid advancement of AI resembles two high-speed trains on a collision course, presenting the real risk of a profound social, psychological, and existential upheaval. In anticipation of these challenges, we offer a thoughtful alternative for discerning clients who seek a different, more human-centered path forward.

The Rising Generation: Challenges and Opportunities in Wealth Management

The future of wealth management will be significantly shaped by the Rising Generation. A prevalent concern is that many individuals within this group are not adequately prepared for the responsibilities of inheritance, succession, or personal growth. In numerous cases, the wealth being transferred may not be in secure or stable hands, raising questions about long-term stewardship.

Understanding the Rising Generation

The Rising Generation encompasses Millennials and Gen Z, spanning the ages of 18 to 40. While these generations are often grouped together, it is important to recognize their distinct perspectives on life and wealth. Their worldviews differ markedly, as do their approaches to managing and valuing wealth.

The Impact of Inherited Wealth

One significant, often unspoken fear is the potential impact of wealth on those who were not involved in its creation. Many inheritors tend to be more risk-averse and may receive their inheritance lacking essential life experiences, a clear understanding of work, or a sense of meaning and purpose in their own lives. The responsibility of controlling and spending wealth that they did not directly produce introduces a range of psychological, social, and practical challenges.

Gen Z: Unique Challenges and Considerations

The challenges intensify when focusing on Gen Z. According to renowned social psychologist and author Jonathan Haidt, the effect of social media on Gen Z represents "the greatest destruction of human capital in human history," leading to what he describes as "The Anxious Generation." This characterization highlights the complexities Gen Z faces as they prepare to manage substantial inherited wealth.

Preparing for the Future

Critical questions arise: How will this major segment of the Rising Generation handle the immense wealth directed their way? What are the potential risks, and how might these be mitigated? The Legacy Forum™ anticipates that its Legacy Quest FORUM™ and Advisors will need to operate with agility and innovation, utilizing both high-tech and high-touch approaches. Advisors will be experts in Gen Z, equipped with specialized training and exceptional qualifications to support beneficiaries in navigating these unprecedented challenges.

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