LEX LEGACY
The LEGACY DNA, and the tools built on it
Everything here helps a family business stay together — as a business and as a family. Start with a free family business assessment, and go deeper when you’re ready.
THE FRAMEWORK
The LEGACY DNA
The genetic code of enduring family enterprises.
Six dimensions and eighteen practices. Each dimension asks one question every family business has to answer:
- L · Leadership — Who can lead when you step back?
- E · Equity — Who owns what — and what happens next?
- G · Governance & Growth — How do you make decisions and move forward?
- A · Adaptation & Alignment — Are your plans becoming action?
- C · Communication & Culture — Can you tackle difficult issues together?
- Y · You & Your Family — What do you want for yourself and your family?
START FREE
The Legacy DNA check: a free family business assessment
About 10 minutes. Honest questions about your family business, and an instant read on where you stand across the six dimensions of the LEGACY DNA.
The questions are worth thinking about, so take your time with them.
GO DEEPER
The Legacy DNA Diagnostic
The full picture: all eighteen practices of the LEGACY DNA, assessed for your family business, with a clear report showing what is strong, what is at risk and what to address first.
Who it’s for: founders and next-generation leaders preparing for a transition, and families who want a clear, shared starting point before making big decisions.
READ THE BOOK
The Seven Domains of the Family Business
The Journey to a Multigenerational Legacy — the seven moments that break family businesses: death, duration, departure, disruption, disputes, divorce and debilitation, and how to prepare for each.
Ordering 3 or more copies for your team, family or clients? They are TT$90 each: order here.
“Ria’s in-depth understanding of our region’s culture and values adds a unique and enriching perspective to the challenges faced by Caribbean family businesses. I am grateful for the invaluable insights and strategies provided in this book.”
— Dinesh R.
“The book covers all aspects of family business management, from CEO succession planning to resolving conflicts and protecting assets. The ‘ABC’ Technique for conflict resolution has been particularly helpful in improving communication within our family and business.”
— Rajiv K.
FREE GUIDE
The Legacy Blueprint
A short guide to how family businesses across the Caribbean have actually approached succession — real patterns, and what tends to go wrong when there is no plan.
Questions about the family business assessment
Who should take the Legacy DNA check?
Founders and current owners, next-generation family members preparing to take over, and anyone else closely involved in the family business, such as a spouse or in-law. Each person can take it separately. Comparing answers across the family can show where you see things differently.
What do I get at the end?
An instant breakdown of where your family business stands across the six dimensions of the LEGACY DNA, and the option to get the free Legacy Blueprint guide.
How is the Diagnostic different from the free check?
The free check gives you a quick read across six dimensions. The Legacy DNA Diagnostic goes further: it looks at all eighteen practices in depth for your family business and gives you a written report showing what to address first.
Do we need a succession plan already?
No. The check is designed for family businesses at any stage, including those with no plan at all.
Is it confidential?
Yes. Your answers are used to give you your results and follow-up guidance, and nothing is shared with other family members. You can read how your information is handled in the Privacy Policy.
Can advisors use it with their clients?
Yes. Attorneys, accountants, bankers, insurance and wealth advisors can use the Diagnostic as a structured way to open the conversation with a family business client. See how I work with advisors.
Use the Diagnostic with your own clients
For attorneys, accountants, bankers, insurance and wealth advisors who serve family businesses and want a structured way to open the conversation.