Our Services to Professionals may be advisable during family transitions: Trust, confidence, and integrity are core to the working relationships we have with high net worth families, their business interests and the professionals who serve them. Our depth of skills and years of experience in helping families are even seen as secondary to these hallmark attributes of the Spencer Legacy Group. Confidentiality is also a highly valued trait, if not a condition, of our engagements. That said, client families tell us that they value and have benefitted from the opportunity to speak directly, peer-to-peer with other high net worth family members we have served, to privately compare notes, family dynamics and share stories and experiences of relevance to better appreciate the universality of some of their family challenges. When desired, SLG, with the kind and appreciated permission of rotating former or current clients, will put family members together for private and confidential peer-to-peer sharing. Because SLG was founded by families to serve families, this unusual expression of openness is welcomed and made available to families who share in unique challenges and opportunities. Below are our current Family Peer Representatives who are generous in being available to share their experiences in working with the Spencer Legacy Group. We thank them. Contact us for an interview! First generation wealth creator. First generation wealth creator. First generation wealth creator. First generation wealth creator.
At the time of, or preceding the illness or death of the wealth creator
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Family Peer Representatives
Mike MacDonald
Detroit & Salt Lake City, Five children
15 grandchildren. Auto dealerships.Steve Berkowitz
NYC and Bay Area. Three children.
Technology, Search, Internet.Jacqui Page
Maui, Santa Barbara, Colorado.
Retail sales, product manufacturing.James Moore
Los Angeles, Lake Tahoe, Missouri.
Architecture and Hospital design.