What We Do

What We Do

Services to Families- The "Family Meeting" 

Advancement
Perpetuation "Life Long Learning"
Endow the future with a FAST as you work towards healthy family governance.
Advancement
Perpetuation "Life Long Learning"
& endow the future with a FAST
Action
 Create an Entrepreneurial Mindset Team Work - Philanthropy - Leadership
Create Your Family Governance Process
Action
An entrepreneurial mindset? And/or philanthropy, practice group.
Conflict Management
Empathic Communication to deal with, practice and manage conflict vs. avoiding it - relationship building and renewing.
Values-Vision-Mission
What are your family values and vision for the future. Creating a roadmap forward.. 
Values
An entrepreneurial mindset? And/or philanthropy, gratitude, family culture
Communication
Improve family communication &
style shifting. Manage triggers. What's your communication and leadership style?
Communication
Improve family communication &
style shifting. Manage triggers.
Education
Why do families fail and succeed? Family education of problems
and solutions.
Creating "Life Long Learning."
Education
Why do families fail and succeed?
Creating "Life Long Learning."
Assessment
Where is your family today?
Gap Analysis. Set Priorities. Setting the Foundation.
Assessment
Where is your family today?
Gap analysis. Set Priorities.

A Family Entrepreneurial Mindset Applied to Everything

Tom Rogerson of GenLegCo. Inc. delivers his keynote address to an audience interested in generational wealth-building and sustaining strategies.

Watch the full video to learn more about GenLegCo. and how they help families build a legacy for the next generation.
Watch the Full Video

Seven Steps to Healthy Family Governance 

Assessment
Setting the Foundation
  • An Audit of Your Current Situation, Both Financial and Family.
  • Gap Analysis Showing Where to Focus.
Mission/ Vision/ Values
Family Values and Meaningful Experiences
  • Vison/Mission Statement
  • Link to History and Future
  • Experiential Exercises and Team Building Experiences
Education
Family Education of Problems and Solutions
  •  Creating a Family  Curriculum



Conflict Management
Relationship Building and Renewing
  • Empathic Communication
  • Relationship Building and Renewing
Communication
Family Legacy, Communication and Leadership Styles
  • Evaluation of Leadership Styles
Action
Governance and Leadership
  • Philanthropy, Governance, Leadership
Advancement
An Endowed Process of 
Healthy Family Governance and Succession
  • Collaboration with Advisors to Align Assetsand Estate Plan to Family Purpose

 Testimonials

Tom Rogerson is excellent. As a former practicing lawyer who must take continuing legal education to maintain my license, I have heard other experts address the “soft,” family side or human side of estate planning and wealth transfer. None are in Tom’s league in terms of presentation skills, practical concepts or overall take-home value.

Rollie Bauer, Cleveland WPO
Tom is the best public speaker I’ve ever heard on family wealth, governance and education (possibly the best speaker I’ve heard on any subject). He is relevant, topical and innovative. I could listen to him again and again and learn something new every time.

Scott Friedman, Estate Planning Attorney
Watching Tom work with families is magical. His personal family story makes him all the more believable as he instructs business owners on how to prepare their family for the business and the money!

Nikole Garrison, top sales person formerly at Wilmington Trust
Tom Rogerson has incredible insight into the dynamics and pitfalls of wealth management and asset protection through the generations. Our chapter has used him as a resource where he gave a brilliant outline of the principles involved, but he goes into far greater depth at forum level and on a personal level where specific issues can be examined and actions recommended.

Roni and Arnie Witkin, YPO London Chapter
Tom is one of the best educators, communicators and motivators I have heard. He breaks down difficult concepts and then somehow makes the impossible seem possible. Our family is excited to put the plan he introduced us to into action.

Tiger21 Member NYC
Our children and their spouses were very impressed with Tom. The "take-home" value they received on issues regarding family governance and other financial management, validated our desire to continue working with Tom. On a scale of 1-10, Tom received an overwhelming "10" from our family.

Michael and Linda Duffy, Per Mar Security, Iowa Chapter WPO
Tom’s passion for philanthropy and for seeing families succeed is truly inspirational. I have seen him motivate and inspire even the most knowledgeable business owners, attorneys and advisors. His clear vision for what families truly need is revolutionary.

Eric Abramson, Northern New Jersey Estate Planning Council
10! 10 ! 10! Best speaker on this topic we have ever had!

Tiger 21/WPO
Share by: