I serve estate owners in my capacity as a CFP® and Legacy Strategist™

KORE Venture is a part-time, 4-month program for preparing young adults for life.

In 2008, I became a Partner and Senior Advisor at Capital Management where I held responsibility for the Family Office and Multi-Family Office Markets. Capital Management specializes in liquid, alpha-generating, multi-trader portfolios and a single manager platform, including Winton. Focused solely on Managed Futures, CM has developed tools to measure and limit volatility, return, and drawdown expectations across various timeframes. Specialties: ♦ Financial Planning ♦ Conventional & Alternative Asset Classes ♦ Investments & Wealth Planning ♦ Advanced Estate Design ♦ Asset Location Structuring ♦ Family Governance ♦ Family Board of Directors ♦ Dynasty Trust Life Insurance Structuring ♦ Team Building ♦ Destination Planning ♦ Legacy Strategy

I Founded Legacy Resources in 1994, to deliver a new wealth advisor category to the market. As a Financial Planner and Legacy Strategist™, I help clients create a larger future, so they can live a larger life. Through a reflective process, I seek to understand where clients have been and where they want to go to determine the place of greatest potential. At Legacy Resources, we apply the disciplines of our profession generating an analytically determined direction, as well as an intuitive one for our client’s objectives and goals.At Legacy Resources, our mission is to help clients develop and implement purpose-driven plans for minimizing taxes and maximizing benefits- for them, their family, their business, and their favorite charities. Our dedicated planning team works closely with our clients to understand the shaping forces of their lives. Once the destination and the purpose of their wealth is clear, we reverse engineer the optimum path to getting there. We then develop a plan that integrates the proper planning instruments to realize our client’s vision by achieving their goals and objectives. Specialties: ♦ Financial Planning ♦ Conventional & Alternative Asset Classes ♦ Investments & Wealth Planning ♦ Advanced Estate Design ♦ Asset Location Structuring ♦ Family Governance ♦ Family Board of Directors ♦ Dynasty Trust Life Insurance Structuring ♦ Team Building ♦ Destination Planning ♦ Legacy Strategist™

As the Founding Chair of TIGER 21 Chicago, I assisted a select group in building the expertise needed to successfully transition from being focused entrepreneurs to becoming disciplined managers of wealth. Participating in professionally facilitated groups, members commit to meet one day per month to teach and to learn from the varied expertise and Collective Intelligence™ of financial peers in a confidential and feedback-rich environment. TIGER 21 Chicago members have learned from world-class speakers including a Fortune 20 former CEO, the Patriarch of a 7-generation family office, a serial entrepreneur and CEO of the largest U.S. technology incubator, and the CEO of the largest private world relief organization. We have benefited from syndicators of investments, from enhanced indexers and momentum traders, from estate planners and economists, and finally, from family dynamics experts and civic watchdogs. In 2014, as a CFP®, Legacy Strategist™, and 20-year founder of a financial services firm, it was my privilege to move from having been a TIGER 21 resource, to recruiting, launching, and chairing Chicago’s remarkable TIGER 21 community.TIGER 21 is the premier peer-to-peer learning network for individuals with substantial wealth across the United States and Canada. Managing in aggregate $75B in investable assets, the North American Members convene in their local communities to serve each other as a personal Board of Advisors. The goal is to help their peers improve their investment acumen and navigate common concerns regarding wealth preservation, estate planning, and the complexities of integrating wealth, family, and life. Specialties: ♦ Estate Design ♦ Family Governance ♦ Dynasty Trust Life Insurance Structuring ♦ Destination Planning ♦ Legacy Strategist™For information about TIGER 21 Chicago, or a city near you, please email me at rharig@legacy-resources.com