The Center for Wealth & Legacy Revenue

About The Center for Wealth & Legacy

We are committed to helping successful business owners and families 'pass forward' their financial success along with their core values and virtues that created their wealth. The Center brings together a diversity of experience and professional backgrounds to identify and address the financial and legacy issues facing every business and family today. Our goals are to instill hope and provide a specific roadmap for continued success throughout the generations. The Center is a non-profit founded by a group of like-minded professionals. We recognize that business families fill a vital role in building and funding the broader community, and our communities depend upon their energy and contribution. Today’s business families are faced with unprecedented challenges. A recent study by nationally recognized family wealth consultants Roy Williams and Vic Preisser indicates that 70% of financially successful families fail to pass their business and wealth even one generation. Much of this failure comes from a breakdown of trust and communication within the family or a failure to adequately prepare their heirs. Our commitment is not to just report on the issues, but to provide practical guidance on all matters of wealth and legacy. Through a variety of media and forums, The Center for Wealth & Legacy provides objective clarity, expertise and perspective to local, national and international audiences.

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