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Neglecting to create a succession plan is similar to placing a fragile masterpiece on a high shelf without a safety net – it is an acceptance of chaos as a strategy, a gamble that the future will somehow align with our wishes despite our failure to prepare it.

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Leave a Legacy
Not An Inheritance

David Chaney's book is a must-read for anyone looking to learn from the successes and failures of real-life parents. By delving into their stories, he offers valuable insights into what makes a family thrive or crumble.
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With a focus on family values over material possessions, this book is a valuable resource for anyone looking to build a strong family foundation.

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Gain expert insights to enhance your business strategy.
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Implement actionable strategies for sustainable growth.
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Protect your wealth with proven financial techniques.

We’d Love to Hear From You

If you’re thinking about legacy, succession, or long-term integrated wealth planning, we’re here to listen and help you think through what comes next.

Call us at: (405) 612-2294

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About us

Legacy & Succession partners with entrepreneurs and families to clarify vision, design custom legacy solutions, and guide decisions that create lasting multi generational impact. For three generations, our work has focused on strengthening families, preserving purpose, and helping what they build endure.

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No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.

Advisory services offered through Legacy & Succession, an SEC registered Investment Advisor. Registration with the SEC does not imply a certain level of skill or expertise. Additional information about Legacy & Succession is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary report which are accessible online via the SEC’s investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using SEC # #801-135134. Legacy & Succession does not offer or provide legal advice. Please consult your attorney for such services.
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