“Chief Legacy Officer”
A purpose-driven leader in his 70s, the client has successfully transitioned his business to the next generation but remains deeply engaged.
With a thriving family office and strong ties to his faith-based community, he’s passionate about family, wisdom, and community connection. Currently juggling several projects, he struggles to find the right support to bring them to completion.
As he put it, “You can be my Chief Legacy Officer.”
After a lifetime of rich experience and hard-earned wisdom, the client wants to make the most meaningful impactpossible. His work-in-progress includes a business memoir, a guide for newlyweds, and reflections for his grandchildren – all vessels for lessons and values he hopes will resonate. Driven by generosity and pride, he seeks a legacy that is as layered and nuanced as his life, recognized by family and community alike. Thinking, connecting ideas, and creating dynamic impact excite him most.
