About

LegacyIQ™ is an education platform designed for founders who've built successful companies and now face a different challenge: building wealth that lasts.
Most founders spend years optimizing every detail of their business—hiring, pricing, operations, strategy. Then they exit. And suddenly there's no playbook. The advice that works for W-2 employees doesn't work for entrepreneurs who understand equity, control, and deal flow.
Traditional wealth managers push the same 60/40 portfolio. Traditional family offices require $50M+ minimums. Neither approach serves the founder with $1M-$15M in liquidity who wants to build generational wealth with the same systematic thinking that built their company.
That's the gap LegacyIQ fills.
Founded by Bill Heneghan—Managing Partner of Keevia Group and author of The Family Office Playbook—LegacyIQ provides the frameworks, tools, and education founders need to transition from company builders to wealth architects. Through resources like The VFO Value Stack™, founders learn to operate with family office sophistication without family office overhead.
The platform addresses the complete founder journey: pre-exit planning, post-liquidity deployment, and multi-generational wealth transfer. Content covers private equity, private credit, real estate syndications, entity structuring, tax optimization, asset protection, and succession planning—the strategies ultra-wealthy families use, now accessible at earlier wealth stages.
LegacyIQ operates on a principle of quiet authority. No guru tactics. No hype. Just operator-to-operator guidance for founders who take wealth seriously.
The Family Office Playbook serves as the comprehensive guide, while LegacyIQ provides ongoing education, tools, and frameworks including The Strategic Exit Scorecard and implementation resources.
The philosophy is simple: wealth without structure is just volatility with a nicer wrapper. LegacyIQ helps founders build the structure.
Keep building. Stay private.