Leadership and Legacy Advisors
The Legacy Forum™ Advisors are trained professionals. They are wise, seasoned by life, education, experience, relationships and then trained by us. The most difficult aspect of our Advisor process is finding the right people. We are always looking and assessing people we meet. We have a thorough process for identifying, selecting and vetting potential Legacy Advisors and Experts. Beyond that it often comes down to having that internal gut sense as well.
The Legacy Forum™ Advisors most important first and foundational task in working with a client of family, is to build a trusted relationship. If that does not happen, our work becomes academic instead of life-changing. There are many ways in which we take the first few months working with a new client or family to deepen their relationship.
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*Retreats: We have often used short retreats, from one to five days. Being away from noise and life distraction is essential.
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*Confidentiality: Advisors encourage open communication as much as possible. This is NOT a mental health process but one focused on the building blocks of a happy life and Legacy. We do work with mental health professionals and facilities but our primary task is building, not healing.
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*In Viva: Legacy Advisors build a trusting relationship with clients by our clients inviting Advisors into their world. That means we get to meet with you both formally and informally, in your home and in the course of everyday life. There are a miriad of other connection points such as playing sports (golf, pickle ball, tennis), travelling, seeing the things that matter to you, your business, where you give and volunteer, your faith experience (only if you have one). Meeting and getting to know the people who are a part of your life makes the work of Legacy building so much richer and deeper.
*The Legacy Forum™ will cover these and other issues in our interview process if you choose to explore becoming a client.
We have had the wonderful privilege of working with individual clients and families for over 35 years. Standing together to deal with a crisis or working on important Legacy issues. We have a world-class team of Legacy Advisors, with a wide area of expertise: business leaders, lawyers, talent management, consultants, political, medicine, financial management, UHNW individuals and couples, marriage and family experts, parenting experts, faith leaders, mentors, substance abuse experts, educational consultants, private investigators, psychiatrists, psychologists, counselors, coaches, performance experts, clinical, social workers coaches, and educational professionals. mediation,
In addition, we have an extensive network both in the US, Canada and in many foreign countries.
"Plans Fail for lake of counsel, but with many Advisors they succeed"
Solomon - Proverbs 15 vs 22
Krisandra Demos - CEO
Partner and Senior Advisor
I am the CEO of The Legacy Forum LLC. I took over in 2024 as Mark Demos, my husband, and I determined to take our combined experience of 70 years in advising, coaching and mental health and build a New Model and Era for Family Offices. We had worked together since 2010 when I joined Mark working with UHNW individuals and families, which he had been involved in since 1991 in Seattle. I have been a Licensed Professional Counselor for 30 years in Texas. Throughout my life, friends, schoolmates and others have sought me out to talk about important issues. That probably moved me in the direction of becoming a therapist. I was amazed how before I became a therapist people I hardly knew would open up to me about their most private personal issues. They wanted to be heard and they wanted direction. From early in my life I was fascinated by what motivated people. I wanted to understand the: What, How, When and Why people do what they do and also Who they do it with. Motive or the “Why” behind behavior is what I am always attempting to understand and identify. I was obsessed with the FBI and profiling. I often thought of becoming an agent but life took me in other directions. That fascination has served me very well. I have worked in many very challenging and immensely rewarding situations with Mark Demos and have helped develop the Positive Forensic Profiling system. It allows us to look at what is best in people and also help them to see and leverage their strengths to face life. I have spent 30 years reading and learning about how to ask the right questions to help people gain insight and also for me to understand, so I can counsel and advise. I have been working with The Legacy Forum for 15 years. Working with Mark Demos with amazing people who want to make life all they have to capacity to do. I have been able to travel around the US to work with clients where they are. I have had the privilege of meeting clients with household names, spend time at homes and estates that are magnificent, but most of all see people who are serious about Legacy work hard on decisions and issues. I am a world traveler, I love the beach and warm places, I love speed and fast cars, I enjoy a wide variety of music, I am a movie quote savant!
Mark R. Demos - President Partner and Senior Advisor
I have always been a person others come to when they had decisions to make, problems, faced crises, needed direction or advice in major decisions, sought clarity in times of soul searching. I started The Legacy Forum to be a place where great decisions are made, purpose examined, problems understood, personal issues addressed, ideas formulated, balance restored, hope regained. and great Legacies built I have worked with some of the world's wealthiest individuals and families, NFL players, AIDS orphans, young entrepreneurs, college students, clients of many nationalities, and many more. I love people and connecting. I love talking about Legacy! My experience has been broad, deep and colorful. As a Personal Advisor and Confidant, I bring all of these talents to the relationship. Entrepreneur and Business Owner Executive Coach Minister Psychotherapist Soldier Cricket Player and Coach Legal and Forensic Consultant Author "The DNA Code: The Forensics of Purpose, Passion and Performance". Strategic Advisor Mediator Speaker Gallup StrengthsFinder - I only list these because I love the StrengthsFinder and believe their profile is accurate. My strengths: Strategic, Maximizer, Futuristic, Achiever, Activator and Ideation. I was born and educated abroad then in the USA. I was born in a small British colony, Rhodesia, now Zimbabwe. I attended a wonderful private school, St George's College, very much like the school in Harry Potter. I came to college in the USA and studied psychology, theology and political science. I am husband to an amazing and beautiful woman I am father of three grown children who I raised. I am grandfather of four bright, engaging, energetic and incredible lives. I am a traveler. I have been to all 50 US states and most of Canada. I have traveled through Europe, USA and Africa on trains, planes and automobiles. I have walked, hitchhiked, driven, flown and traveled through much of Africa. I love cultures and meeting people who have different experiences to mine. I love coffee and sidewalk cafes. I love the water, especially the warm ocean. I was bitten by a shark in the Florida Keys in 2019. I am a photographer. I love dogs and have a great pup called Trax. My life is focused on connecting with people who are serious about their lives, families and Legacy. Call me at (425) 492-4300 I would love to connect and see how we can make life deeper, richer and more filled with meaning!
Dr. Nicholas Heyne, M.D.
Consulting Psychiatrist
Dr. Nick Heyne, MD Consulting Psychiatrist Board Certified - Adolescent, Addiction and Forensic Psychiatry Dr. Heyne is our consulting psychiatrist and works both in our initial assessment phase and also in an ongoing treatment and oversight role. His relevant and broad expertise is an invaluable asset. He travels for initial assessments and also conducts many sessions on a secure facetime platform. Nicholas G. Heyne, M.D., specializes in adult, child/adolescent, forensic, and addiction psychiatry. A native of Southlake, Texas, he attended Cistercian Preparatory School and then the University of Dallas in Irving, Texas. After graduating from medical school in 2010 at the University of Texas Health Science Center in Houston, Dr. Heyne completed general psychiatry training at the University of North Carolina-Chapel Hill. While at UNC, Dr. Heyne pursued his passion for serving pediatric patients by completing a fellowship in Child/Adolescent Psychiatry. Additionally, he received specialized training in Autism Spectrum Disorders at the Carolina Institute for Developmental Disabilities as well as training in Sports Psychiatry at the North Carolina State University Athletics Department. After completing a fellowship in Forensic Psychiatry (for children and adults) at Emory University in Atlanta, Georgia in 2016, Dr. Heyne returned home to North Texas to train as an Addiction Psychiatrist specialist at the University of Texas Southwestern Medical Center. Dr. Heyne has received multiple teaching awards for his outstanding work with medical students and residents and was inducted into the Alpha Omega Alpha Medical Honor Society in 2013. He volunteers to teach medical students, residents, and fellows at local academic institutions and hospitals today. Triple-board certified in general adult psychiatry, child/adolescent psychiatry, and addiction psychiatry, Dr. Heyne is a diplomate of the American Board of Psychiatry and Neurology. Upon completion of his third fellowship in 2017, Dr. Heyne opened his private practice, Cornerstone Family Psychiatry, PLLC where he serves patients throughout the North Texas community. Additionally, he works at various emergency rooms and rehabilitation centers throughout the Dallas metroplex.
Tiffany Spatz, MA-MFT, PhD (Cand) Advisor
Tiffany Spatz, PhD (cand), M.A. Marriage and Family Advisor. Tiffany Spatz is a highly respected counselor and advisor recognized for her ability to help individuals, couples, and families achieve lasting transformation in their most important relationships. With a Master’s degree in Marriage and Family Therapy and ongoing doctoral research, Tiffany is sought after for her depth of expertise, her discretion, and her ability to combine clinical insight with a personal, empathetic approach. She works privately with clients in a variety of settings, whether one-on-one, with couples, or with entire families. Tiffany equips parents with tailored strategies, helps couples restore intimacy and connection, and guides individuals through personal challenges, transitions, and growth. Known for her capacity to navigate complex family dynamics with clarity and grace, she supports high-performing families in Dallas-Fort Worth and across the country who desire elevated, discreet, and highly personalized care. In addition to her private work, Tiffany serves as a Legacy Advisor with The Legacy Forum, a boutique firm dedicated to helping ultra- and high-net-worth families and family offices cultivate human capital and strengthen cohesion across generations. Her background includes extensive work with adolescents and families navigating chemical dependency and mental health challenges, equipping her to guide both individuals and families through high-stakes, emotionally charged situations. Clients value Tiffany for her wisdom, compassion, and ability to inspire meaningful change. She meets individuals, couples, and families at critical moments of growth, crisis, or transition, guiding them toward deeper connection, renewed strength, and greater fulfillment.
Aaron Spatz, MBA, MA-MFT, PhD (Cand) Advisor
Aaron Spatz, PhD (cand), M.A.,MBA, Aaron Spatz is a trusted and highly sought-after counselor and family advisor known for guiding high-net-worth executives, public figures, and families of influence through the unique relationship challenges of high-performance life. A former United States Marine with service in Afghanistan and Georgia, Aaron combines proven leadership under pressure with advanced training in marriage and family therapy. He holds a BS in Economics, an MBA, a Master’s in Marriage and Family Therapy, and is currently completing doctoral research in family systems. Aaron works privately with a select group of high-net-worth and high-performance clients in Dallas–Fort Worth and across the country. His focus is helping couples sustain and strengthen their marriages under the pressures of leadership, visibility, and wealth. He also equips parents with practical strategies to lead their families with clarity and unity. Known for his steady presence and solution-focused approach, Aaron helps clients cut through complexity, restore connection, and move forward with confidence. His clients often seek him out at decisive moments when trusted guidance and discreet support are non-negotiable. Alongside his counseling practice, Aaron serves as a Legacy Advisor with The Legacy Forum, a boutique firm dedicated to helping high-net-worth and ultra-high-net-worth families and family offices build cohesion across generations. By design, he accepts only a limited number of clients to ensure the families he serves receive the highest degree of personalized care. His rare combination of military leadership, business acumen, and therapeutic expertise positions him as a trusted guide to families where the stakes are highest.
Dr. Rachel Park, M.D.
Dr. Park is an experienced, board-certified physician with advanced training in aesthetic medicine. In addition to her stellar credentials from top universities, she has over 15 years of experience managing complex medical conditions for adult patients and helping them maintain their youth and vitality. Prior to founding Highland Park Concierge Medicine, Dr. Park was as an internal medicine physician at Methodist, Baylor, and UT Southwestern. She is devoted to providing the best care and service for her patients. Dr. Park resides in the Dallas area with her husband, their two adorable daughters, and puppy. She enjoys traveling, dining out, reading, golfing, and spending time with her family. Education Northwestern University - B.S. (Honors Program in Medical Education), 2005 Northwestern University - M.D. (Honors Program in Medical Education), 2009 Residency: Brown University - Internal Medicine, 2012 Certifications Internal Medicine - American Board of Internal Medicine Advanced training in Botox, Voluma, and Juvederm Awards D Magazine’s Best Doctors in Dallas D Magazine’s Best Doctors in Collin County Languages Fluent in English, Korean, Mandarin, and Cantonese
Adam D. Demos, Advisor
The Legacy Nexus
I'm a Human Capital Advisor and Principal at The Legacy Forum, where we help ultra-high-net-worth families address the human side of wealth transfer. My role focuses on the Rising Generation: helping young adults navigate inherited wealth pressures, vocational paralysis, and the search purpose that can serve family name. My foundation in this work began in Seattle with Teen Discovery, where I worked alongside Mark Demos (Legacy Forum's founder) facilitating intervention and mentorship for at-risk youth. That work taught me how to assess behavioral patterns, build accountability structures, and guide young people through identity formation - skills that translate directly to working with heirs facing "failure to launch" dynamics. From 2011-2024, I lived in Cambodia, where I managed human capital development in high-stakes contexts: running an NGO restaurant training program that built young Cambodians into capable hospitality professionals, and later directing operations for high-volume venues. This taught me how to assess potential, create development frameworks, and deliver results under pressure in a multicultural/multilingual setting. At The Legacy Forum, I help families apply the same rigor to their human capital that they apply to their financial capital. This includes behavioral assessment tools like Positive Forensic Profiling™, experiential development programs through our Legacy Nexus initiative, and individualized stewardship frameworks for next-generation family members. We transform heirs into architects!
Penny Van Der Westhuizen, PhD (nd) Advisor
I have been a counselor for almost 40 years and have seen lives change. The people I meet with often come in broken, devastated, hurt, depressed, anxious and confused about where they are in life. Our work together, is to help bring about real, lasting change, based on truth and focused in hope. My heartfelt motivation, is that as we connect, you will experience the reality that change is possible and hope can be found in almost every situation. I look forward to meeting you and becoming a wonderful, productive part of your journey in healing, changing and growing in a new life direction. I am certified in the VIA Character Strengths Profile and various other Positive Forensic Profile Tests and processes. I am an expert in Profile Evidence Contamination. This enables me to profile possible DNA Markers, that if addressed appropriately, will result in sustained High Performance and not limit or undermine Talent DNA. I was an aerobics instructor for many years, and enjoyed playing field hockey, tennis and swimming. I am very involved in my church as the Director of Women's Ministries. My approach to therapy is both as a Legacy Advisor and for those who seek a Faith/Biblically Advisor I am a Licensed Professional Counselor in Texas and also hold the LPC-S certification which enables me to supervise graduate students for their licensure. I have taught alcohol classes for the State of Texas for over 10 years and been involved in running juvenile offender programs/classes for Richardson Municipal Courts. My approach as an Advisor includes those who seek a Faith or Biblically based approach. I am a passionate advocate for animal welfare and rescuing dogs from abusive situations. I currently enjoy two such beloved rescues, as part of my family. based approach. I am a passionate advocate for animal welfare and rescuing dogs from abusive situations. I currently enjoy two such beloved rescues, as part of my family. You cannot have progress without change, and you cannot change without experiencing some type of discomfort sooner or later. Remember: "Discomfort" is not necessarily a bad thing. Much in the same way our muscles are sore after an intense workout, when we make the deliberate decision to begin working outside of our “comfort zone” in order to break free from unproductive or unhealthy routines and behaviors, the "discomfort" we feel lets us know we are growing, moving, improving, building, changing and progressing. People primarily seek therapy because something in their life is not working, and they want to find a solution, an answer, to make things right again. In other words, people come to counseling to change what is no longer effective. My role in this process of change is not to tell you what modifications to make, or how to live your life. Rather, my part in this journey is to work with you, collaboratively, to accomplish three things: 1) help you identify what changes you want in your life, 2) guide you in recognizing (and perhaps rediscovering) the strengths you possess to make these changes happen, and finally, 3) support you in finding a plan to put these changes into action. "With each step, I become stronger." I firmly believe that with enough time, support, guidance, challenging of erroneous beliefs and perseverance, each person is capable of drawing upon their unique God-given design, in using individual strengths to experience growth, change and progress in life. If you are ready to begin this process of changing that which is no longer working in your life, please call or email me for an individual, couples or family Advisory consultation today.
Charles Bartlett, MBA, MACMH The Legacy Nexus
Charlie is one of the amazing success stories we have had at The Legacy Forum. Charlie is the grandson of Charles Bartlett Johnson, founder of Franklin Templeton Resources and majority owner of the San Francisco Giants baseball team. Charlie became a client back in 2015 when his family asked if we could work with him. He was struggling with life in every way. Facing another wall after leaving Southern Methodist University and then about to walk away from the University of Vermont, he knew he needed help. Over the next year of intense work, Charlie's life turned around. The team at The Legacy Forum helped Charlie discover his immense talents and also what mattered to him in life. He enrolled in Stetson University and his GPA moved from a 1.6 to his graduation GPA of 3.4 in 2018 with a degree in business and sports management. Charlie graduated with an MBA from Stetson University in December of 2021 In 2022 Charlie decided to continue his education by enrolling in a Masters Degree in Clinical Mental Health Counseling. Charlie has always been interested in helping young adults, athletes, those struggling with substance abuse issues and those looking to launch. The change took time and has resulted in Charlie now seeking to help others as a Peer Coach and speaker. Charlie will also be an Advisor and program director in our Legacy Quest program. Charlie will be speaking about his experiences, how to discover your own voice, participating in panel discussions with the Legacy Forum team and consulting with us on legacy issues with HNW families.
Monique Rinere, PhD
Advisor
Dr. Monique Rinere, Ph.D. Advisor Education and College Pathways Dean, Harvard, Columbia, Princeton and The New School. Monique Rinere, a first-generation college student, earned a B.A. in German and Music in 1990 from Hunter College of the City University of New York (CUNY) and an M.A. and a Ph.D. in from Princeton University in 2000. After serving as the Director of Studies of Matheny College and then as the Residential College Dean of Butler College at Princeton, in 2006 she founded Harvard College's Advising Programs Office at Harvard University. In 2009, she was recruited to serve as the Dean of Advising for Columbia College and The Fu Foundation School of Engineering and Applied Science at Columbia University in the City of New York. Rinere served on countless committees and spearheaded more than her share of new initiatives to care for students and their parents. She believes ferociously in the value of assessing colleges, their teaching, student learning, advising and other services, as well as being realistic about the overall cost and importance of a college education. She served as the Assistant Vice President of The New School, leading academic and career advising, transition programs, academic integrity, and other student success initiatives. She is a member of the Advisory Council of the Center for Global Business at the University of Texas at Dallas (UTD) and is on the advisory board of My Life Scene-The Science of Human Talent. She is active in the Princeton Women’s Network (PWN) and sometimes contributes to her alma mater’s Annual Giving Campaign in addition to having served as an external reviewer at Yale and Georgetown. An award-winning leader in the field of college advising, Rinere is author of the new book, "Countdown To College - The Essential Steps To Your Child's Successful Launch". She has given dozens of talks to high school and college students and their parents on how to choose a college and succeed there, focusing on the questions few people ask, but everyone should. She has also organized and spoken at conferences designed for high school counselors and college advisers and delivered presentations at international gatherings of academics on college advising and assessment.
Gary Albyn, MBA
Advisor
With extensive experience in technical sales, marketing, executive leadership and project management, Gary Albyn has been described by colleagues and staff as an inspiring leader and stirring mentor. Putting his motivational and interpersonal skills to good effect, one of Gary’s key characteristics is his innate ability to nurture a cohesive and productive team environment. He endeavors to operate in all situations with trust and integrity. Besides being a qualified engineer and business school graduate, Gary has published seven books across multiple genres. His next book—the fifth in the popular ‘Dax Hunter Files’ draws on his varied experiences as a helicopter pilot, Iraq War veteran, bodyguard instructor and amateur historian.
Elizabeth Falco, M.A.
Advisor
Elizabeth Falco is an experienced educator, counselor, and family support specialist with over 30 years in child development, parent education, and behavioral intervention. Her career spans classroom teaching, trauma informed care, and community-based mentoring across California, Washington, and New York. Currently also serving with Blue Sea Educational Consulting as a Parent Trainer, Counselor, and Child Behavior Intervention Specialist, Elizabeth provides behavioral coaching, educational support planning, and positive psychology-based mental wellness coaching. She integrates evidence-based strategies with cultural sensitivity and emotional intelligence to empower children and strengthen families. Elizabeth holds a B.A. in Theatre and History from UCLA and an M.A. in Family Counseling from Fuller Theological Seminary. She is passionate about inspiring hope, building resilience, and fostering lasting growth in individuals and communities.