Process & Outcomes

Strategies for Clarity & Growth

LucidLegacy knows that we can’t always read the label from inside the bottle. Founder Ann Kinkade helps provide insight and perspective so families can identify new possibilities to move forward with clarity and purpose, and even passion and joy.

This shared journey involves powerful transitions to reveal new crossroads and positive possibilities, such as:

• Clarity around roles.
• Movement through impasse.
• Identifying strategies for working together.
• New communication tools and approaches.
• New understanding of family dynamics and structures around family legacy.

Collaborative Work & Formats

This collaborative work happens in many different formats and draws on the extensive experience of founder, Ann Kinkade. For 25+ years, she has worked exclusively with HNW and UHNW families and individuals in a broad range of settings, drawing from her expansive expertise and techniques across a range of relevant areas, including business management, leadership training, coaching, family systems, communication strategies, and more. Client engagements are personalized and tailored uniquely for each family and their defined goals and needs. To encourage connection, communication, and clarity, meetings, retreats, and workshops include traditional business practices as well as exercises such as group dialogue, poetry, meditation, or somatic techniques (like movement, nature, and other tools).

Client Accolades

LucidLegacy’s process is praised by clients for providing positive outcomes and lasting value at multiple levels simultaneously. While clients appreciate that sessions create practical deliverables (such as the development of governance tools and structures), they also praise how these tools are created: through a generative process truly rooted in profound self-awareness and shared purpose. Beyond family wealth stewardship, clients recognize LucidLegacy for helping everyone to become their best selves through the work.