Framework & Resources
A clearer view
of the whole enterprise.
The LEGACY DNA, the Seven Domains and the resources built around them help you think through the questions that shape a family business.
The LEGACY DNA
Six dimensions.
A connected picture.
The framework considers leadership, ownership, decision-making, implementation, communication and the family’s own goals.
Its eighteen practices help organise the questions and priorities behind the work.
Who can lead when you step back?
Who owns what—and what happens next?
How do you make decisions and move forward?
Are your plans becoming action?
Can you tackle difficult issues together?
What do you want for yourself and your family?
An optional starting point
The free
LEGACY DNA check.
A short self-assessment with questions across the six dimensions. It offers an initial picture of where your family business stands.
You can use it to reflect before a conversation. You can also contact me directly without completing it.
Take the optional assessmentOpens the current assessment on your live website.
A more structured engagement
The LEGACY DNA
Diagnostic.
The Diagnostic includes its consultation and looks more deeply at all eighteen practices for your family business. Its written report identifies strengths, areas needing attention and priorities for further work. You can begin with it or choose it after a focused consultation.
We discuss whether it is the right starting point, who should participate, what is included and the fee before proceeding.
The Seven Domains
Prepare for the moments
that change everything.
The Seven Domains of the Family Business: The Journey to a Multigenerational Legacy explores death, duration, departure, disruption, disputes, divorce and debilitation.
The Seven Domains describe events and pressures a family enterprise may face. The LEGACY DNA examines its ongoing foundations. The two perspectives work together.
Lex Legacy Courses
Learn it step by step,
at your own pace.
Short, self-paced courses on probate, letters of administration, wills, trusts and family business succession, for families and the advisors who serve them.
The courses are in development. Join the waitlist to choose the ones you want and get first access at a founding-member price.
For further reflection
The Legacy Blueprint.
A short guide to succession patterns in Caribbean family businesses, including the difficulties that can arise without a plan.
Get the Legacy BlueprintPut the questions
in your family’s context.
The framework is a starting point. Tell me what is happening in your family business so we can explore the decisions that matter to you.