Securing Your Legacy

Founded by Families to Serve Families

Services

  • Shared Mission, Vision, Values
  • Family Retreats
  • Snapshot Assessments
  • Medical / Neuropsychological Assessments
  • Mentoring / Coaching
  • Family Office Development
  • Collaborative Divorce
  • Performance Management

Our Services to Professionals may be advisable during family transitions:

  • When family leadership changes
  • When professional services may come into ques%on
  • When intra-family conflicts arise and are best handled by a third party
  • When family dynamics or decision-making are a challenge
    At the time of, or preceding the illness or death of the wealth creator

Next Steps…

Family Peer Representatives

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!

Mike MacDonald

First generation wealth creator.
Detroit & Salt Lake City, Five children
15 grandchildren. Auto dealerships.

Steve Berkowitz

First generation wealth creator.
NYC and Bay Area. Three children.
Technology, Search, Internet.

Jacqui Page

First generation wealth creator.
Maui, Santa Barbara, Colorado.
Retail sales, product manufacturing.

James Moore

First generation wealth creator.
Los Angeles, Lake Tahoe, Missouri.
Architecture and Hospital design.