Private Wealth &
Legacy Leadership
Your wealth may have outgrown a single advisor. Bring your family, strategies, and long-term priorities into one coordinated conversation.
Created for founders, entrepreneurs, and multi-generational families with $10M–$30M+ in assets seeking greater clarity, continuity, and control.
Bring every part of your wealth into one conversation.
Significant wealth often creates fragmented advice, competing priorities, and unnecessary complexity. Private Wealth & Legacy Leadership is designed to help qualified families coordinate the professionals, strategies, and decisions surrounding their financial lives.
One coordinated strategy.
One enduring direction.
A private, relationship-first experience shaped around continuity, stewardship, and intentional decision-making.
Wealth is rarely limited by access. It is limited by coordination.
The Prevail approach extends beyond traditional investment management. We bring together strategic disciplines to help families evaluate how wealth is created, protected, governed, and carried forward.
Tax-Advantaged Wealth Strategies
Evaluate structures designed to help address taxation, liquidity, long-term income, wealth transfer, and the preservation of capital.
Family Wealth Governance
Bring clarity to family priorities, decision-making, succession, communication, and the stewardship of wealth across generations.
A Financial Board of Directors
Coordinate specialists around the family’s broader financial life instead of expecting one professional to solve every complex issue.
More advisors do not always create more clarity.
A family may have an investment advisor, attorney, accountant, insurance professional, business consultant, and estate-planning team, yet still lack one coordinated direction.
Professionals may operate independently, leaving the family to connect the decisions.
Investment, estate, business, and insurance strategies can create unintended consequences when they are evaluated separately.
Wealth transfer can become more difficult when family values, expectations, and responsibilities have not been clearly communicated.
Significant wealth creates endless options. True value comes from filtering the noise and bringing forward the decisions that matter.
Four perspectives. One coordinated conversation.
Each executive brings a distinct area of leadership to the conversation, helping families see beyond isolated products and toward a more integrated financial direction.
Andrew Stafford
Managing Partner, Public Markets
AIF®
Enterprise strategy, public markets, entrepreneurial wealth, tax-efficient planning, and long-term financial coordination.
Email Andrew →
Heather A. Heckadon
Managing Partner, Advisor Integration
Advisor integration, family coordination, retirement-income strategy, fiduciary insight, and thoughtful implementation.
Email Heather →
Brad Lawing
Managing Partner, Prevail Strategies
Private wealth, business-owner planning, exit strategy, tax diversification, and customized financial roadmaps.
Email Brad →
Craig Gordon
Managing Partner, Advisor Development & Strategy
Family wealth strategy, private-client leadership, advisor development, and strategies designed to create, leverage, and protect wealth.
Email Craig →A private conversation before a recommendation.
The purpose of the first conversation is not to sell a product. It is to understand the family, identify areas of complexity, and determine whether Prevail’s coordinated approach may be an appropriate fit.
Listen First
Understand your family, priorities, business interests, existing relationships, and long-term concerns.
Identify the Friction
Clarify where strategies may be fragmented, duplicated, overlooked, or working against one another.
Define the Next Conversation
Determine which specialists and strategic disciplines should be brought together for a more coordinated review.
Begin with clarity.
These questions can help you determine whether a coordinated private wealth and legacy conversation may be appropriate for your family.
Your legacy deserves more than disconnected advice.
Begin with a private conversation designed to determine whether Prevail’s Private Wealth & Legacy Leadership experience may be the right next step for your family.
Schedule a Legacy Strategy Conversation