The Legacy Associates

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With twenty years experience consulting with hundreds of family business owners, boards and family offices, he is a frequent speaker on family business topics for the National Association of Corporate Directors (NACD) and the Campden Families in Business conferences. He served on the faculty of the Governance for Families in Business forum at the University of Southern Maine and as instructor for the family business programs at the University of Notre Dame and the University of St. Thomas in Minneapolis.

In the last fifteen years, new research has begun to identify best practice benchmarks that can guide family businesses through change. More than 100 university business schools have launched family business programs producing an expanding body of literature with great practical value for family business owners, managers and boards. The Legacy Associates was created to help family business leaders gain access to this information, objectively assess their unique situation, create plans and take action to assure business vitality across generations.

The Legacy Associates, LLC began in 1997 in response to a growing need among family owned companies for expert guidance in meeting the challenges of succession and growth. The firm consists of a principal, Allen Bettis, and a variety of independent advisors who work in association with him.

With your authorization and consent, we collect nonpublic information about your business and family that is essential to providing professional service. We do not disclose information about current or former clients, except with their express consent.

Allen Bettis is a specialist in family business governance and an advisor to leading business and financial families across the US, assisting them with their boards, family councils, foundations and family offices. He brings a unique combination of knowledge of both corporate governance and family dynamics, and is a skilled advisor and facilitator. He assists clients in creating the governing structures, organization and enthusiasm for learning that enable them to ensure unified, confident family ownership and effective oversight of their enterprises — across their generations.

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