Wealth can build comfort.
Legacy builds meaning, connection, continuity.
Yet here’s the uncomfortable truth:
70% of affluent families lose their capital — and their unity — by the third generation.
Not because of taxes.
Not because of markets.
Because of:
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Unspoken expectations
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Emotional misalignment
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Lack of a shared vision
Affluent individuals silently worry:
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“Will my family stay connected after I’m gone?”
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“Will my values disappear when there's financial transfers?”
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“Who do I trust to guide this process privately?”
You’re not alone.
You want to start this process but there's ...
Introducing the Legacy Discovery Session
A private, virtual meeting with Angelina Carleton —
Co-Active Coach & Legacy Advisor to Affluent Individuals, Founders, and Family Offices.
My team and I will:
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Clarify your personal and/or family legacy vision
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Identify the emotional and strategic gaps
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Map out your next right steps
You don’t need more time.
You need answers personal to you to get started.
You may know how to grow your career, investments and/or businesses.
My role is to protect what money can’t buy:
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Your influence
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Your reputation
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Your impact
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Your family unity (relationships)
Over the past decade, I’ve worked with:
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Affluent founders
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Multi-generational families
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Rising-generation heirs
My specialty: Connecting human capital + financial capital into one enduring legacy plan.
Did you know we have a podcast?
Design Your Legacy(c) is Ranked in the Top 5% Globally.
Receive Personalized Coaching Today
From a Legacy Planning(TM) Advisor
For Women
Women face a lack of support, even if they will be the ones in the coming years to receive succession opportunities as well as inheritances as widows.
The Rising Gen
Instead of being called "NextGen", what guidance will the Rising Generation need to build our their own legacies within their family's business?
For Investors
After you sell your business or your portfolio has allowed you to no longer live in survival mode, what's next for you in possibilities and contribution?
For Ex Pats
The new economy allows you to travel while working and diversifying assets. How will you invest in the human & emotional capital for your legacy?
Most high-achieving individuals know they want their lives to matter—but aren’t sure how to turn their values, experiences, and purpose into a meaningful legacy. They feel the gap between who they are today and the person they want to become.
Legacy Planning™ provides a clear, guided process to close that gap.
Using the Co-Active® methodology, we help you uncover what truly matters, name the impact you want to have, and design a way of living that reflects your deepest values. Instead of focusing on finances or inheritance, we focus on who you are becoming and the long-term influence you want to create through your choices, relationships, leadership, and presence.
You gain clarity, confidence, and a personalized roadmap for living your legacy now—so the story you leave behind is intentional, not accidental.
You bring the desire for meaning.
We bring the structure, questions, and support.
Together, we design your legacy.
US Address: 9194 W. Olympic Blvd. #368
Beverly Hills, California - USA
General Email: info@angelinacarleton.com
We are pleased to have collaborated with:
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The Conrad Family Office based in the United Kingdom;
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The Luxury Institute as a Global Luxury Expert Network (GLEN) member; and
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AmericansWelcomeSwitzerland
