The Legacy Forum™ designed The Family PEOPLE Office™ for Ultra-High-Net-Worth (UHNW) PEOPLE and families.  It is our premier Signature service, offered exclusively by application and interview.

​

The Two Prime Directives of  The Family People Office™ mirror those of Family Offices and Private Wealth Advisors:​

​

1.  Focus on the Growth and Overall Well-Being of Individual Family Members and The Family as a Whole.

2.  Risk Mitigation and Protection from Potential and Real Threats to The Growth and Well-Being of the family.

We believe wealth is about more than numbers, it is about the people behind them. The Family PEOPLE Office™ was created for the visionaries and families who know that their most valuable assets aren’t managed in an office, but in the hearts and lives of their loved ones.  Our mission is to grow and protect your Family Capital Portfolio™, the innate talents and shared values of your family. 

We believe that when your family is strong,  your Financial Capital Portfolio and legacy will thrive and endure.  

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?

​​

​​

​

​​​​

When The Legacy Forum™, (now headquartered in Dallas) started in Seattle in 1991, we worked with UHNW families, providing Advisory services, doing crisis management and family stabilization.  We travelled throughout the USA, Canada and internationally, working with individuals and families when crisis and tragedy invaded the lives of couples, parents and children.  

Over the last thirty-five years, we have worked with technology leaders, entrepreneurs, Cabinet Secretary, US Ambassador, professional athletes, over 11 billionaires and multiple centimillionaires. We are unparalleled in our influence.  We have excelled in innovation providing bespoke "People" services to UHNW families in the most caring, confidential and professional High-Touch relationships.  

Our unique model proved very effective responding to individuals and families calls for help, and in most cases, we were very successful.  We were experts in understanding how wealthy individuals and family systems broke down.  We knew how to help them rebuild.  We also knew we would continue to respond to families in crisis.  Our decision was to work with individuals and families before that point.

We created a paradigm, a bespoke Legacy Advisory. Our mission is to build strong, resilient and thriving UHNW individuals and families.

In 2026, The Legacy Forum™ launched The Family PEOPLE Office™ (FPO™).  This new model  is revolutionizing Wealth Management. The Family People Office™ brings the missing piece to traditional Wealth Management.  We have given the idea of Total Wealth Management the opportunity to live up to it's name and potential.  

​

​

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 discover 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:

​

• 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 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:

​

• Spiritual Beliefs and Faith*

• Values and Virtues

• Character and Morality

• Meaning and Purpose

​

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.  ​​​

​

Family Offices and Private Wealth Advisors have long been viewed as the ultimate protectors of financial wealth and Legacy.  We do not. The greatest predictor of enduring prosperity is almost exclusively rooted in the growth, well-being and protection of the family.  

​

​​

​

​​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. 

An issue of primary importance like Succession Management, is profoundly affected by problems of character, entitlement, failure to launch, unengaged parenting, lack of self-identity, family mental health history, issues of disharmony and unforgiveness between family members.  Ultimately, the family's behavior and character will directly mirror the performance and outcomes of the Family Office.  Many 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 when focusing on 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.​

​

​​

​

If parents are trusting the transfer of their financial wealth solely to the Financial Education of their children, they might be preparing them for "the greatest destruction of both human and financial capital in human history".  The importance of beliefs, values, virtues, faith, character and a well-defined sense of purpose is well advised to be your primary focus as parents and as a family.  If it is not, there is a very high likelihood of severe turmoil and distress ahead. 

The Legacy Forum™" is 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 have experts in Wealth Psychology, Values-Based Parenting, Inter-Generational Communication, Marriage Advising and Enrichment, Well-Being, Character Building and Virtues, the integration of values into personal actions.  Wealth without Virtues devalues individual's lives in proportion to  it's growth, 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 Family Office.   PEOPLE and families must be expertly understood and developed, and ever-present risks, mitigated.  If not, they will likely be the cause of the demise of the Family's Wealth and fiduciaries. ​​​​​​​​