Services
Services
How We Work
Family. A small word that can have a huge impact on business.
Working with a family is both a privilege and a challenge. That's why we offer customized plans and services to fit the need of our business owner clients and their life goals. Typically any services will fall under one of the below categories offered.
Family Constitution
We establish a family constitution to have in writing with your families and wishes for the legacy you want to leave. The constitution is a rulebook for your current and future generations of your family. This consists of your family’s core values, your purpose and why, a bill of rights and responsibilities, and a family board.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
Madison@legacysuccession.com | (405) 614-2007