David Chaney, ChFC®, CLU®, CAP® Advising Legacy Minded Entrepreneurs Email & Phone Number

David Chaney, ChFC®, CLU®, CAP® Advising Legacy Minded Entrepreneurs is a Chief Executive Officer & Founder at Legacy & Succession based in Oklahoma City Metropolitan Area, United States, North America. I help entrepreneurs turn succession planning into a generational mission—built on values, not just valuables. When I first joined my family’s third-generation business, I thought I was simply stepping into an operational role. But what I found was something far greater: families struggling not just with wealth transfer—but with identity, legacy, and fractured purpose. After years of watching families lose wealth—and sometimes relationships—over poor planning and assumptions, I realized the truth: wealth without wisdom can quietly destroy what a family spent decades building. That realization led me to create a new framework for families like mine. At Legacy & Succession, we guide entrepreneurs in crafting multi-generational plans that are equal parts financial strategy and family alignment. We help families answer questions like: 📜 What do we want our wealth to stand for? 🧭 How do we build a mission our grandchildren can follow? 🔐 How do we protect not just assets—but values, unity, and long-term purpose? I’ve seen what happens when families delay these conversations—and I’ve seen the transformation when they lean in. My clients come to us when they want to: ✔ Transition their business without creating turmoil ✔ Build a family office that reflects their beliefs ✔ Create a legacy that empowers, not entitles ✔ Replace fear and confusion with clarity and shared vision If you're a successful business owner who's worried that your children will inherit money—but not meaning—then this is the right time to talk. Let’s build something that outlasts us both. 📩 Reach out at info@legacysuccession.com or send me a message here on LinkedIn.