Every financial decision a client makes has an emotional component. If these are not addressed then you may be challenged by documents going unsigned and important decisions being avoided. We work collaboratively with advisors, to help your clients overcome the obstacles that may be standing in the way of their desired outcomes.
Emily and Jamie are engaging, sought after speakers. Fueled by passion and commitment, their presentations are not only information packed, but interactive, practical, and impactful.
Wealth Legacy Group is committed to assisting family businesses in successfully navigating the complex issues, and the difficult conversations and decisions family business owners face in building sustainability or when contemplating selling the business.
Our consultant team helps family businesses design governance structures by proactively developing alignment and policies amongst family members. When your ready to transition leadership and ownership of your family business, we specialize in bridging the challenging family dynamics that often accompany a major change, so that there is an experience of greater trust, communication, and respect amongst all family members.
We also collaborate with advisors skilled in a myriad of other exit-planning concerns related to succession and strategic planning, financial and estate planning and management, and assisting you with your business valuation. [Lisa – if this is too long, you can take out this last paragraph]