Mary Tomlinson

Mary Tomlinson

Family Dynamics and Culture

President
Legacy Planning Associates
 
Using best practices from her 18 years as an executive leader at Disney and later as a coach and consultant, Mary understands that successful organizations, teams and families are driven by a shared purpose and blending unique characteristics of each individual.
Mary and Scott Farnsworth work with families on the three dimensions of family capital
  • Who you are
  • What you know
  • What you own
Mary’s area of specialty include personal and leadership coaching, internal culture and team development and leadership training for families concerned about their family wealth and harmony in generations to come.
 
Areas of Expertise
  • Family teams and culture  
  • Family Constitution
  • Personal and leader coaching

Specific Services

  • Family current state assessment
  • Family “team building”
  • Family culture development – our family Purpose, Vision, Missions and Vales
  • Family governance commitments
How Mary and Scott can help you.  A Sample Engagement
 
Our first step is to deeply understand the “current state” of your family – both relationally and financially. We will work with you to interview each family member to understand the different perspectives about the family and review financial and legal documents to provide you with an outsider’s perspective and recommended next steps.
Moving forward, the engagement will be designed to meet your family’s unique needs and objectives and typically includes family retreats, work with each individual and the family as a whole
Phone (919) 529.2705
Website Legacyplans.com