Collaborative Legacy Partners is a multidisciplinary coaching, planning and wealth management firm that helps executives & business owners make seamless, rewarding, and financially secure work and life transitions. Too often, traditional approaches leave business leaders unfulfilled and unprepared. Collaborative Legacy Partners engages with clients to envision your ideal future and develop a realistic plan to bring that future to life.


About CLP

We deliver an unprecedented combination of solutions and services to help executives & business owners make the right choices and enter the next stage of life with confidence.

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CLP has the expertise to guide you through transition in a comprehensive, holistic way. Each leader’s experience is different, so we offer bespoke services tailored to your specific situation.

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Our solutions are not for everyone. But for those who demand a more carefully considered approach, CLP offers a portfolio of research-driven solutions that are extremely effective.

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