Connect with Us
We look forward to connecting with you. To ensure your inquiry reaches the right place quickly, please select the category below that best describes your interest. Each link will take you to a dedicated form for your request.
Join the Room
For general inquiries or to introduce yourself to the In the Room with Legacy™ community.
Start ConversationProgram Waitlist
Be the first to know when dates open for new foundational experiences and programs.
Join Waitlist NowRequest a Family Session
For families interested in scheduling a facilitated planning session for While We're Still Here™.
Request SessionAdvisory Services
To inquire about bespoke advisory support for complex family governance, wealth, or enterprise challenges.
Inquire About AdvisingPartnership Inquiry
For organizations and professionals interested in strategic collaborations and partnership pathways.
Start Partnership InquiryLegacy Assessment Access
Request access to the AI-Powered Legacy Assessment Tool (Beta).
Request Tool AccessMore Questions?
If your specific inquiry is not listed above, please use this form to compose a general message or note.
Contact UsPrefer email? Reach out directly to hello@intheroomwithlegacy.com