The Center of Excellence for Legacy is an exclusive hub that unites leading experts in the field, fostering collaboration and knowledge-sharing to ensure the successful preservation and growth of family legacies. With a focus on providing mentorship for family offices, the center offers invaluable guidance and support to help families navigate the complexities of family business, family office, family wealth management, family philanthropy, impact investing and succession planning. Through its unique resources and network, the center empowers families to establish enduring legacies that span generations.
An advisory council helps guide our initiative. The council provides advice, advocacy, and facilitates discussions to support the initiative's mission.
If you are interested in joining the advisory council or recommending someone to join, please let us know.