The Legacy Forum™ is an exclusive, bespoke Advisory, designed for Ultra-High-Net-Worth (UHNW) individuals and families. Over the last thirty-five years, we provided a wide range of programs and services specifically designed for UHNW clients and delivered by expertly trained Advisors and professionals.
The Legacy Forum™ is unparalleled in our influence. We have worked with technology leaders, entrepreneurs, professionals, pro-athletes, celebrities, over 11 billionaires and multiple centimillionaires. We have worked with Cabinet and Ambassador level politicians. Our exceptional levels of confidentiality and care are unmatched.
The Legacy Forum™, now headquartered in Dallas, started in Seattle in 1991, working with UHNW families, providing Advisory services, doing crisis management and family stabilization. We travelled to clients throughout the USA, Canada and internationally, when problems, crisis and tragedy invaded the lives.
Our pioneering and unique model has proven very effective in responding to calls for help. That is why for 35 years our business has been built almost exclusively on referrals from past clients. We are experts in Wealth Psychology and understanding how UHNW individuals and family systems both break down and thrive.
The Legacy Forum's™ mission is to build strong, resilient and thriving UHNW individuals and families.
The Wealth Management & The Legacy Forum™ Models
The Two Prime Directives of The Legacy Forum™ parallel those of Wealth Management, Family Offices and Private Wealth Advisors. They are guided by the ethics and practices of Fiduciaries in their Duty of Care, Loyalty, Good Faith and Confidentiality in carrying out those directives.
Wealth Management - The Client's Financial Portfolio:
-
Focus on the Growth of the Financial Portfolio.
-
Protection and Risk Mitigation of the Financial Portfolio.
The Legacy Forum™ - The Management of the Client's Family Capital Portfolio™
-
Focus on the Growth and Overall Well-Being of Individual Family Members and The Family as a Whole.
-
Risk Mitigation and Protection from Potential and Real Threats to The Growth and Well-Being of the Family.
The greatest predictor of enduring prosperity is almost exclusively rooted in the growth, well-being and protection of the family. Financial wealth is seldom lost by fiduciary mismanagement but by the erosion and fracturing of the family.
We believe that the key to the success and well-being of every family lies within the uniqueness of the People who comprise them. They will write the story their family will tell. Every great family like yours has a story to live out. The question is, who will tell it in the coming generations, and what they will say?
In 2026, The Legacy Forum™ launched The Family PEOPLE Office™ (FPO™). It is our premier signature service, offered exclusively by application and interview. This new model is revolutionizing Wealth Management. The Family People Office™ brings the missing piece to traditional Wealth Management.
The Family People Office™ believes the family and individual members are the primary and most valuable assets. When we begin working with a family, we perform a thorough analysis of their Human Capital Assets, to build The Family Capital Portfolio™.
Our Legacy Advisors™ and experts identify and assess the value of these assets. We utilize our proprietary, Positive Forensic Profile™, developed by our founders Mark R. Demos and Krisandra P. Demos. The model integrates the Forensic Profiling process but identifies evidence of Hard-Wired Talents, Non-Cognitive/Spiritual Capital, and Positive and Strengths-Based Psychology.
The Analysis of Hard-Wired Talent Assets. Each is defined as an Asset Class :
-
Spiritual-Beliefs Assets
-
Physical-Kinesthetic Assets
-
Intellectual-Cognitive Assets
-
Emotional-Psychological Assets
-
Social-Interpersonal Assets
These assets are complex, multi-dimensional and all inter-connected. The more evidence our Legacy Advisors have on the potential optimal performance of each of these assets, the greater their ability to advise and develop investment strategies that promote the best pathways for well-being and success.
The more they are valued as essential, powerful drivers, that enhance an individual's productivity, reliability, and decision-making abilities, ultimately increasing their economic value and contribution to their family and future.
The Analysis of Non-Cognitive and Spiritual Capital Assets. Each is defined as an Asset Class:
These are the glue of families and wealth. Neither are likely to survive to future generations without them.
This approach enables us to systematically identify specific attributes within individuals and families that contribute meaningfully to building enduring Legacy. The purpose of data or evidence is to predict likely futures.
The Legacy Forum™ believes that if The Family Capital Portfolio™ is not assessed as being of greater value than Financial Capital Portfolio, the entire system of Wealth Management is at significant risk. Your family's future will become fundamentally unstable, and it is likely to fracture and ultimately disintegrate. Enduring Legacy lost!
According to a 2019 survey of High and Ultra High Net Worth Families, the following was reported: (Feinberg Consulting)
-
71% awareness: Most affluent families have a direct connection to a relative who is struggling with addiction or mental illness problems.
-
84% reputation concern: A vast majority cite "damage to family reputation" as a primary fear, which often leads to delayed treatment or excessive secrecy.
-
100% concern on "Bad Decisions": Everyone expressed worry that substance abuse powered choices could lead to devastating consequences for the family's legacy or wealth.
There are two ever-present sources of fear that exist in the Wealth Management.
-
Families fear the loss of their wealth.
-
Family Offices and Private Wealth Advisors fear the demise of the families they serve.
Succession Management, Family Governance and Financial Education are all profoundly affected by problems of character, entitlement, failure to launch, unengaged parenting, lack of self-identity, communication issues, family mental health history, issues of disharmony and unforgiveness between family members. Most of these risk factors are not within the purview of Fiduciaries. They are for The Family People Office™ to work on with the family, and then collaborate with their Family Office fiduciaries to make informed and wise decisions.
The challenges only intensify with Gen Z. According to renowned social psychologist and author Jonathan Haidt, the effect of cell phones, social media and Covid on Gen Z represents, "the greatest destruction of human capital in human history," resulting in what he describes as, "The Anxious Generation". This characterization highlights the complexities Gen Z faces as they prepare to take possession of substantial inherited wealth.
Are we facing "the greatest destruction of both human and financial capital in human history?"
The Legacy Forum™ "and Family People Office™ are here to guide you and help prepare your children for a great future where their Human Capital can be identified and deployed to serve others and build successful lives.
We are experts in: Wealth Psychology, Values Development, Values-Based Parenting, Inter-Generational Communication, Marriage Advising and Enrichment, Mental Health and Addiction, Family Well-Being, Character Building and Virtues. Wealth without Virtues devalues individual's lives and ends at a place where everything means nothing
The success and longevity of Family Offices and Private Wealth Advisors are intricately linked to the Well-being of the families they serve. When the PEOPLE and family as a system are expertly cared for and protected, they are likely to prosper. Conversely, when the family and it's PEOPLE struggle and fail, there are direct correlations that affect the strength and success of the Wealth Managers.
The New Paradigm of Wealth Management
Family Asset Protection and Risk Management
Great Challenges On The Horizon
The Legacy Forum™ Has Solutions
A New Era of Wealth Management, Family Offices and Private Wealth Advisors has arrived. The Family (Financial) Office™ (FFO™) and "The Family People Office™" (FPO™), together form a model capable of meeting the emerging challenges and opportunities of The Great Wealth Transfer.
Family Offices and Private Wealth Advisors who choose to collaborate with The Legacy Forum™ and Family PEOPLE Office™, will have a distinct advantage in the industry and the admiration and gratitude of their families.
We invite UHNW families, Family Offices and Private Wealth Advisors to engage with us as we innovate and navigate The Brave New World of The Great Wealth Transfer!
UHNW families should be certain of this, you simply do not have enough money to protect you or your family from what you are likely to encounter at some point in the future. Look around you. You have either experienced, seen or heard stories of risks becoming painful reality.
You must believe your family and Legacy are strong enough to face the future with optimism and grit. Our Legacy Advisors and experts are here to help you do just that!
The Legacy Forum™ and The Family People Office™ are NOT financial services firms. We do NOT offer financial advice.
Featured Forums
Building Your Family, Building Your Legacy
Building Enduring Legacy requires focused attention and wise planning in a "Forum". A Forum is a place when we meet and talk about the important issues of life. The Forum (To the right) in Roman times played the same role.
The Legacy Forum™ has designed a number of bespoke options where we focus on specific areas of life and Legacy. These are three of our Forums:
-
The Foundations of Legacy™ - This is the Signature program of The Family People Office™ . It has been developed and refined over the 35 years we have worked with UHNW families. We use both ancient wisdom and our proprietary, Positive Forensics Profiling™ model, to quantify your Family Capital Portfolio™. This is the foundation for building and protecting your multi-generational Legacy.
-
The Legacy Nexus™ - The beneficiaries of the $124 Trillion Great Wealth Transfer, must be thoughtfully and expertly prepared to avoid catastrophe. $16 Trillion will be the approximate share of the UHNW's Next-Gen. The Nexus™ identifies and develops the critical elements of: talent identification, self-identity, values, virtues, faith, service, character, belief, self-giving, philanthropy, inter-generational communication, mindset, gratitude and grit. These essential characteristics are part of the immense value we bring to UHNW families, Family Offices and Wealth Managers, when dealing with critical issues such as Succession and Family Governance. The Nexus™ is highly experiential, engaging and innovative for ages 22-35.
-
The Legacy Conversation™ - The Legacy Forum™ is excited to launch "The Legacy Conversation" this year. Early bookings are absolutely advised as we only have a very few available openings and the prime season only 4-5 months. Big decisions and issues demand unique solutions. The Conversation is a seven day Trans-Atlantic cruise on the Queen Anne or Queen Elizabeth II from New York to Southampton. Luxury and old world elegance + TIME and NO Distractions = Thinking and Wise Decisions. This is where wealth meets wisdom. Just you and a Senior Legacy Advisor.
The Legacy Forum™ - Distinctives
The Family PEOPLE Office™
The Legacy Forum™ has infused the world of Wealth Management with innovative products and services for 35 years.
The Family People Office™ is without doubt going to fundamentally change the way Family Offices and Private Wealth Advisors work with individuals and families. If your advisors do not embrace this model, you are likely to become a statistic.
The Family People Office™ helps ensure the future of your Financial and Human Capital to both grow and successfully mitigate risk.
Faith and Beliefs
Integration Options
The Legacy Forum's™ has worked with hundreds of clients over three decades. Religious beliefs and faith have been an integral part of many of our clients' life and experience.
Working with clients in crisis, tragedy and loss, faith was seldom not a critical part of helping families.
Many clients not facing crisis want to talk about Spiritual Capital, personal faith and religious beliefs.
The Legacy Forum™ and Family People Office™ will integrate your personal beliefs in a deep and meaningful way.
Mental Health and Risk Management
There are situations when expert professional mental health help is needed. When specialized care is necessary, we work with our strategic partners who can have a licensed professional at your home within 24-48 hours.
Building a legacy means protecting it. We’re here to support you whenever life takes an unexpected turn for you or your family members.
We use psychiatrists, psychologists, Licensed Professional Counselors, addiction specialists and others.
Building Family
Well-Being
P – Positive Emotions: Cultivating hope, joy, and gratitude to improve mental health.
E – Engagement: Finding "flow" by being fully immersed in activities.
R – Relationships: Building authentic, supportive connections with others.
M – Meaning: Serving something bigger than oneself and having a sense of purpose.
A – Accomplishment: Pursuing mastery, competence, and goals.
H – Health - Incorporating physical health, nutrition, sleep, and vitality
Our High-Touch Advisor Approach
The Legacy Forum's™ Advisors are committed professionals, personal confidants and Trusted Advisors.
A balance between advanced “High Tech” Financial Portfolio innovation, and "High Touch" Human Capital Portfolio™ connection, is our goal.
Our Legacy Advisors™ are available and work with our clients on a daily basis. From in-person meetings, texting, phone calls, Zoom, scheduled advisory calls and 24/7 for crisis situations. The Family People Office™=High-Touch
Total Wealth Management
The Family People Office™ has made it possible for you to experience Total Wealth Management.
Total Wealth Management means both your Financial Capital Portfolio and Family Capital Portfolio™ are managed in a collaborative relationship between your Family Office or Private Wealth Advisor and The Family People Office™.
It is the wise, future-thinking client who demands it.
To discuss how to talk with your wealth manager, simply email.
"The greatest legacy one can pass on to one’s children and grandchildren is not money or other material things accumulated in one’s life, but rather a legacy of character and faith."
Billy Graham
Recent Blog Posts
