LEGACY REGEN
Elite Mentorship Supporting Young Adults Before, During, and After Life’s Critical Transitions
“Secure Their Future: Safeguard Your Legacy”
Our team’s work has been featured in…
is your legacy future-proof?
90+%
of HNW+ families lose their wealth in three generations or less. (Williams Group)
60+%
Of young adults report worsening mental health post-pandemic. (CDC, 2023)
200%
Families that provide structured, personalized mentorship double the chance of wealth sustainability. (UBS Family Legacy Report, 2022)
Founder’s note
I founded Succession.Inc, because I know firsthand how isolating, challenging, and misunderstood the next-gen journey can be—especially when mental health struggles are involved. After my own challenges and recovery journey, I saw clearly that sustained, structured after-care was missing. This is the program I wished existed after I’d finished my treatment—a program built around accountability, purpose, sustained personal growth, mission/vision/values alignment, and life mastery."
- Teddy Teece, Founder & CEO
successful families don't just preserve wealth
they pass down the Resilience and perspective to preserve life
what is legacy regen?
Legacy Regen is a personalized executive mentorship program for young adults from influential or affluent families who are navigating critical life transitions — whether before, during, or after a crisis.
Built on the proven frameworks developed by The Legacy Academy (TLA), a division of Berkeley Research Group (BRG), Legacy Regen offers structure, strategy, and stability during the most vulnerable and defining periods of a young adult’s life.
We work one-on-one with participants to build:
Emotional resilience
Leadership capacity
Financial and personal responsibility
Real-world confidence and independence
Stronger family communication and alignment
Rather than focusing only on education or therapy, Legacy Regen bridges the gap between recovery and real-world leadership — ensuring young adults are not only stable but thriving, and ready to carry forward their family’s values, opportunities, and legacy.
Our growth stack
"Resilience is not something you download. It’s something you build — through real challenges, real growth, and real life."
— Jonathan Haidt, The Anxious Generation
1:1 & Small group coaching
Personalized sessions with a Legacy Calm™ coach helps you work through your specific challenges, goals, and leadership development — tailored to accelerate your growth. Additioanlly, we offer curated group sessions with your private groups peers — for accountability, reflection, practice, and connection.
LIVE resiliency workshops
Deep-dive, high-impact sessions and experiences, where you’ll learn and apply tactical skills for mastering anxiety, decision-making under pressure, emotional regulation, and mental performance.
Exclusive events
Leave the smart-phone behind (among other things) as we step into nature, immersing ourselves in captivating experiences with resiliency experts to build cohesion and life-long bonds
Concierge Skill Development Training
Access to on-demand modules and curated resources — focused on building daily habits that fortify your resilience, focus, and leadership mindset for the long haul.
Lifetime Alumni Network Access
Upon graduation, you’ll join a private community of ambitious next-gen leaders continuing to grow, support, and sharpen one another.
Pre-Post Diagnostics & assessments
We begin and end with a private resilience and emotional leadership assessment — giving you and your coach a clear, tangible record of your transformation.
THEY will learn:
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Asset allocation, risk management, and long-term financial strategy.
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Evaluating deals, deploying capital, and family-backed investing.
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ESG frameworks, responsible investing, and philanthropy.
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Succession planning, governance, and enterprise growth.
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Decision-making, risk-taking, and investment confidence.
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Aligning investment strategies across generations.
Community Partners
enclave
We are partnering with the Enclave community, who believe that growth happens when we share and learn from one another. Our community is designed to create belonging, connection, and clarity.
c4 foundation
We are partnering with C4 Foundation, who provide decompression programs to SEAL families with the tools to alleviate stress, immerse themselves in the healing properties of breathtaking natural surroundings, foster family communication and connection, recover and reset both mentally and physically, and practice the art of mindfulness with optimism and gratitude.
Expert in Residence:
David Teece
Founder & Executive Chairman, Berkeley Research Group, LLC
Founder, Teece Family Vineyards & Vomo Island Resourt
“One of the world’s top fifty business intellectuals” - Accenture
David J. Teece is a serial entrepreneur, Distinguished Scholar of Strategy and Innovation at the University of South Florida, and Professor of the Graduate School at the University of California, Berkeley. He is the author of over thirty books and two hundred scholarly papers and co-editor of the Palgrave Encyclopedia of Strategic Management. Dr. Teece has received nine honorary doctorates and has been recognized by Royal Honors.
“Succession, Inc. helped our family business find a deeper level of cohesion and connection. We would not be where we are without all they brought to our family dynamics.”
- Sunnah Stokes, NextGen CEO, DoUnto
“Legacy regen was invaluable in guiding us through what had previously been a slow, difficult process. We are grateful for their support not only of me but of my father with his health issues.”
- Anonymous Family Business Successor
Frequently asked questions
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While the primary focus of the accelerator is on NextGens, we recognize the importance of family alignment and involvement. In certain cases, family members can be integrated into the process as part of the Holistic Prosperity Model, ensuring the vision and goals of both the NextGen and their family are aligned to support long-term success. We believe that strong family dynamics are essential for sustaining generational wealth and leadership. We also offer “NGFA” for families seeking transformation amongst multiple stakeholders wishing to support your projects and achieve a greater degree of family agency, harmony and impact.
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“If you can’t measure it, you can’t improve it” - Peter Drucker
Success is measured using state-of the art psycho/bio-metrics and by the progress participants make in developing their venture, baselined according to their initial projections.
The skills and confidence they gain in leadership and business management, and their ability to secure capital or funding - not to mention an epic team - will serve them well for life.
We track milestones and outcomes, including your pitch readiness, G2M strategy, and venture validation, while providing ongoing feedback to ensure you're on track to achieve your goals.
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In case you don’t get the reference, suffice it to say we won’t be adding too much to participant’s plates. Expect 5-8 hours max of assignments, challenges, inquiries, and remote content to watch (aka videos & podcasts). We want them to have fun with this challenge but not burn out.
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We find this program is most relevant for next-gens in the mid 20’s to early 40s range.
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All participants and staff are required to sign confidentiality agreements to protect the privacy and security of each member.
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Our program is specifically designed to offer structured support after treatment or outpatient therapy, building on existing recovery gains to help next-gens establish long-term independence, emotional resilience, and purpose-driven living. In less acute cases, it can act as a substitue for treatment.
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Through self-reporting, regular assessments, family check-ins, and demonstrated progress in life skills, emotional management, personal stability, and overall wellness.
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Please email info@succession.inc to start the process!
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We work with next-gens that are in their late teens up through early 30s.
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When one door closes, another opens: After completing the accelerator, participants have the option to continue working with us through a customized integration & ongoing support program. This includes additional coaching, scaling support, and/or connecting with mentors in our extended network. You’ll also be able to join future cohorts as we develop additional accelerators for projects that are further down the track.
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The accelerator is designed as a 12-week program with clear milestones each month, including an intensive retreat phase and action items for venture development. By the end of the program, participants will have a validated business model, a pitch ready for investors, and the tools to launch their venture or expand it into the market. The pace is rigorous, ensuring participants make significant progress in a short time. That said, if they don’t feel ready for a soft-launch, we’re here to help them get the rest of the way there.
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Yes. To apply, simply fill out our application form
We select participants who demonstrate leadership potential, a willingness to grow, and a clear drive to create a meaningful impact.
Once admitted, you each will receive further details about the program, including payment structure and dates for the next cohort!
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The accelerator combines both remote learning and in-person immersion. We begin with an online cohort experience, including workshops, 1:1 coaching, and group sessions. Then, we move into the in-person retreat phase where we deepen connections, refine business ideas, and receive hands-on support. Depending on the format and preferences, some elements of the program can be done remotely.
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Yes, we facilitate structured and compassionate family discussions, aligning visions and improving family relationships and communication.
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Our program is hybrid, combining weekly online interactions with intensive, life-changing in-person retreats and rites-of-passage ceremonies that mark significant milestones in personal growth and recovery.
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The Succession.Inc journey culminates in a Rites of Passage in-person, where they’ll meet the next cohort and cement unbreakable bonds. Afterwards, participants can opt-in to ongoing membership, which grants access to regular group support calls, check-ins, and events.
