Proactive. Preventive. Discreet.

Legacy Family Advisors provides comprehensive mental health, addiction and recovery resources to fiduciaries and the people they serve. We meet clients wherever they are, across the U.S. and around the world, with a range of specialized, boutique services.

Our offerings are tailored to client needs and include training, consulting, intervention, and recovery support for money managers, individuals and families facing crisis and major life transition.

Our Services

Legacy Family Advisors’ personalized, concierge service connects clients with critical support and expert resources to successfully navigate the complex intersections of wealth, mental health, trauma, addiction and recovery. We help money managers, individuals and families achieve a range of goals:

• Define core values, identify strengths and uncover purpose

• Overcome obstacles and effectively resolve conflict

• Preserve meaningful relationships, offer peer support, and keep families intact

• Provide specialized, comprehensive care for addiction, mental health, trauma and recovery

• Implement evidence-based strategies, set boundaries, and enforce accountability to ensure success

• Create lives of profound satisfaction

Principal Advisors

Donna Boswell, Partner

Donna Boswell is a family and crisis consultant with more than 25 years of experience in crisis interventions, mental health, addiction, legal forensics, and life transformations. She is adept at creating calm out of chaos and has shepherded hundreds of children, families and young adults through the darkest times of their lives.

Boswell develops resources, support systems, and customized intervention and recovery plans in concert with the broad, comprehensive expertise of her professional partners in addiction recovery and mental health. She specializes in concierge-style services and goes above and beyond to ensure clients receive the highest level of care and support.

Contact Boswell directly at 918.850.4925 or dboswell@legacyadvisors.co.