LucidLegacy provides an innovative approach to intentional and strategic legacy-building across generations.
LucidLegacy works with owners, couples, and individuals within multi-generational family enterprises, foundations, and family offices. With over 25 years in the field, LucidLegacy brings expertise in, and appreciation for, the overlapping financial and family dynamics unique to multi-generational legacy-building.
Greater Meaning – Lasting Impact
LucidLegacy facilitates sustained stewardship of financial wealth through an engaging process that leverages and integrates all other forms of family capital, including human, intellectual, social, and spiritual/wellbeing.
By design, our integrative process begins with a focus on overall wellbeing – the essence of why families do everything else. With individual and shared wellbeing at the forefront of the process, LucidLegacy collaborates with families to explore how they got where they are and what matters most as we navigate complexity, explore opportunities, and reach clarity.
From this strong foundation rooted in renewed awareness of what matters most, families develop and implement inspired legacy strategies through a transformative and fulfilling process that aligns decisions and actions to core values, creating greater meaning, lasting impact, and sustained fulfillment.