Are you confident that your children and grandchildren are ready to inherit, manage, and grow their inheritance? 95% say no. Our 3 step process provides families with the Clarity, Alignment, and Communication needed to effectively prepare the next generations. Most of our families express that passing on values is much more important than just passing on valuables. The difference between our Legacy Coaching Process and Estate Planning is we help with passing on “who you are” in addition to “what you own”.
We’ve found that 90% of families fail because they focus on transferring money rather than wealth. Wealth, of course, is not just financial. The Successful 10% do 3 things differently: Communication & Trust, Identify Common Vision, and Mentor/Prepare the Next Generation
Ready to begin the conversation? Our first step is to have you imagine and describe what your most compelling future looks like. Let’s set a time to get started.