Many of our clients are curious about what it means to be a high-performing legacy family. It’s not just about having a successful multi-generation family business or reaching ultra-high net worth status. It’s also not about publishing your family’s memoirs for future great-grandchildren to read. These are all signs of success and great strategies to preserve your legacy but being a high-performance legacy family is about much more.

In this podcast episode, Pete Walther welcomes Dr. Jeremy Lurey, consultant with The Family Business Consulting Group, to uncover several key strategies for securing your legacy and establishing a family office.