Robb Musgrave, PhD

Legacy Consultant

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Phone: 516-759-3900
Fax: 516-759-3928

Robb becomes an integral part of our team by adding his strong values-based consulting approach to our 3 Dimensional Wealth Family Office Services. His "Valgenics" testing has become a cornerstone in our 3D Wealth "discovery" process. Although he resides in Australia, our proprietary Virtual Office (Megethos3) makes his participation possible.  He is the CEO of Legenis, which takes a strong values-based consulting approach in dealing with high-net-worth clients and corporate entities,  Legenis assists them to identify their important values and put structure into their legacies.

Robb is a Fellow of the Association of Financial Advisers Australia, as well as a Fellow of the Australian Institute of Management. In addition, he is a member of the International Association of Advisors in Philanthropy. His PhD thesis on "Creating Personal Legacies" resulted in his being acknowledged as one of Australia's leading experts on how individual build "powerful living legacies."

In 2009, Robb published, "When Success Isn't Enough; How to build a living legacy." Matt Osechsli, President , The Osechsli Institute says, "A must read! Robb has written a masterful book on priorities. It's rare to find a book that speaks to the consumer, in this case the affluent, and the professionals who work with them. Anyone who is willing to take an honest look in the mirror will gain tremendous value from reading this book."