Family Legacy Planning
Many people race through life without aligning their plans with their unique purposes and values. How you optimize your time, talent, resources, and relationships influences generations to come. A focus on legacy planning is designed to help families gain clarity and confidence for impactful, multi-generational planning. It’s not just about money—it’s your family, your life, and your legacy that matter!
Family Legacy Planning is designed to help you answer and implement these four questions:
1. What do we want to be remembered for in generations to come?
2. What values uniquely shape our family?
3. What can we do to memorialize what we value as a family?
4. What tools and activities will help us invest in and implement our multi-generational Family Legacy Plan?
There are two kinds of legacies—the one you inherited and the one you will leave behind. While you have little control over the former, you have a great deal of influence over the latter. We empower you to take control of your future through Family Legacy Planning.
Money Smart Families
Resources to train young children to handle money
Learn how to talk to your children about money
Goal Setting, Chores, Earning Money, Leadership Principles, Buying a First Car, Job Interviewing
From birth to adulthood, we provide you the resources and guidance
Advanced Planning
Gain clarity around your unique skills, talents, experiences, and values to help you maximize impact in the lives of others
Proactively engage future generations to build upon your wisdom and wealth legacy to enhance the likelihood they carry out your vision.
Look beyond the technical and legal aspects of your business as you explore effective ways to equip and mentor the next generation of a family business
Explore ways to use your leadership, influence, and financial margin to leverage your family’s impact on those causes that matter most to you
Building a Financial Plan that incorporates your Personal, Family, Business, and Charitable values can lead to confident decisions today and impactful results tomorrow
Family Engagements
• Enjoyable and Meaningful
Develop connections around your family’s values, mission and vision
• Organized and Flexible
We help you create a focus for your retreat, organize your agenda, and facilitate discussions
• Unique Experience
Share, communicate, and have fun together
• Strong Family Connections
Memories and traditions that can be built to your liking with our help
Explore the unique values that make you who you are today and memorialize them for future generations
Design a written expression of your vision for future generations that incorporates your story and what you value today
Establish family governance with tools such as a Family Constitution, Family By-Laws, and a Family Advisory Board that support the family’s vision and encourages healthy relationships