X-it Strategy and Founder Ken Wiesenfeld

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 X-It Strategy Consulting has been in business for over 6 years, serving businesses in areas of financial and operational consulting, helping management teams plan and prepare their businesses for a sale or refinancing of debt.  In 2020, Legacy Planning was formed as a new platform to provide a similar consulting approach to individuals and families. 

 Ken Wiesenfeld, founder of X-it Strategy Consulting, has over 25 years of progressive financial and operational experience. He served for over 8 years as the Chief Financial Officer for a $100 million enterprise prior to starting his consulting practice in 2014.   Ken lives with his family in Parkland, Florida, a member of the MSDStrong community.

Legacy Planning as a line of Consulting

In early 2017, a family member asked me to be the Executor of her Will.  Of course I said yes.  I was provided an envelope, and put it in a drawer after a brief conversation.  In early 2020, I was cleaning out that drawer, and found the envelope, finally deciding it would be best to at least glance at its contents.  I realized quickly that if the contents of the envelope were all I had to go on, it was going to be a very painful and time consuming process.  I created a list of questions for this family member on a variety of subjects, and recognized there was a lot more to being an Executor than I had ever imagined.  

I then projected this scenario onto my own family, and realized quickly that not only did I need a plan for myself, but that there are likely countless other individuals and families in this same situation.  I had a Will/Trust and life insurance, but so much of what happens in our lives I was managing and not sharing with anyone else.  A simple plan could make all the difference.