Rick is the founder of Legacy Resources, LLC, where he functions as a family
advisor and legacy strategist. The Legacy Resources team assists families in managing the
complexities of wealth and the wide-ranging questions wealth creates. The team uses
financial models and the legacy clues in a client's life story to assist clients in
making progress in the areas that matter most to them. Having worked with over
75 families in sixteen states, Rick has developed a unique process for focusing
personal vision and developing a support structure for addressing one's dangers
and opportunities in both a financial and personal context. A key focus is assisting
wealth holders in pulling the trigger on their best intentions for their wealth. He
has identified "Twelve Missing Links" that keep clients from making the next years the
best years of their lives. Legacy Resources incorporates the lessons of these Missing Links
and the best practices of other families in their counsel and perspective.
D. Harig, CFP®,
Rick graduated from the University of Oregon with a B.A. in Political Science. He continued his education in Europe at the University of Vienna where he studied history and philosophy.
Rick has been an entrepreneur for most of his post-college career. He began his career in the securities industry in 1979. During the 1980s he raised funds for private placements and an initial public offering. When the iron curtain fell in 1989, the company he helped go public recruited him for the purpose of identifying a joint venture partner in the European Community. Since his return from Europe in 1994, Rick has focused his practice on the implications of financial and estate design for creating a legacy and maximizing the meaning and impact of family wealth. Rick is a graduate of the Professional Mentoring Program for financial, tax, and legal advisors in family wealth counseling and advanced estate design. He is a Certified Financial PlannerTM Practitioner.
Today, the focus of the Legacy Resources team is advocacy for wealth, health, and well-being:
Wealth, through independent audits of investment portfolios and estate plans, financial and estate design, and training programs for assisting spouses, heirs, and fiduciaries in making wise choices about each of these;
Health, through personal advocates for fitness, wellness, & medical crises domestically and abroad.
Well-being, through structured systems for managing the complexities of wealth by means of family governance and technology solutions.