Services

Customized & Scalable

LucidLegacy develops and facilitates customized meetings, retreats, and workshops with scalable duration and frequency to accomplish defined family legacy goals.

After an initial discovery, founder Ann Kinkade thoughtfully customizes client offerings, which can include (but are not limited to) assessments, leadership development, team building, facilitated dialogue, and generative workshops.

LucidLegacy provides a customized framework that prioritizes:

  • Honest exploration of options and possibilities.
  • Skill building for candid and effective communication.
  • Values clarity & integration.
  • Completion of identified deliverables (such as governance structures, family charters, succession plans, etc.).
  • Alignment of values to legacy strategy, implementation (decisions & actions), and impact.

Benefits To Families

  • 25+ years’ experience working exclusively with multi-generation family enterprises, family foundations, family offices, family firm executives, and individuals connected to them.
  • Decades of powerful insight into the unique challenges and opportunities facing HNW and UHNW families and individuals.
  • Innate intuition and experience guiding individuals and groups.
  • A lifetime of investment in professional development and personal growth through continued education and training in business, executive coaching, ownership structures, leadership, team building, health, wellbeing, spirituality, and more.

Our Clients Are

  • HNW and UHNW owners, couples, and individuals within multi-generational family enterprises, foundations, and family offices. This includes family members, executives, boards, trustees, and committees.
  • Committed to growth that is both rooted in and inspired by legacy (but not constrained by it).
  • Seeking guidance to navigate complex professional, personal, and interpersonal decisions and choices.
  • Committed to honest assessment, learning, and forward progress.
  • Inspired by the future and their own legacy.
  • Committed to cultivating their overall wellbeing as a personal and professional influence.
  • Aware and appreciative of family wellbeing as an ongoing, iterative, and humbling process without a destination.

LucidLegacy Expertise With
Multi-Generational Families:

With over 25 years of collaborative work exclusively with family enterprises, family firm executives, and individuals, Ann Kinkade has developed comprehensive knowledge and appreciation of the challenges, complexities, competitive advantages, and opportunities unique to family wealth and multi-generational governance, including:

  • Communication & leadership development across generations.
  • Continuity planning & ownership groups.
  • Evolution of the family & business over generations.
  • Family & business boards, governance & policy creation.
  • Dynamics within the overlap of family, business, and ownership.
  • The role of non-family executives in family firms.
  • Personal & professional transitions for family business owners and successors.
  • Family systems & team building.
  • Individual and shared wellbeing.

Common Family Scenarios
Facilitated by LucidLegacy:

Working with clients of varied sizes, industries, ages, and geographies, LucidLegacy supports individuals and families through different transition scenarios, including:

  • Transferring ownership and management roles – which may require creating a new identity for your next stage of life (as an individual, as a couple, for the family).
  • The current generation, rising generation – and sometimes nonfamily management and a board – are navigating unfamiliar terrain regarding current issues, next steps, and transition. This time, you may want to do things differently than in the past.
  • Transitions (planned & unplanned): approaching one, navigating midstream, or entering a transition with new circumstances (people, issues, etc.).
  • You have an operating business, and you and other family members – and sometimes unrelated partners – have shared assets and business interests, in addition to your personal relationships.
  • Integrating acquisitions into an established enterprise.
  • Moving family members into or out of operational and governance roles.