Is Your Lasting Legacy Going Beyond Financial Inheritance?

Wealth alone doesn’t guarantee impact. Affluent individuals who write down, record, or pass on their mission, core

values, and guiding principles give future generations a compass—not just a wallet... So here's the dilemma:

Values Aren't Getting Codified Alongside Assets
Structures Aren't Being Invested In That Outlive You
Assets Will Be Transferred But Not Wisdom
Your Existing Advisors Can't Guide These Conversations

Legacy Planning(TM) helps you bring your vision and values – not just your financial capital –

at the center of your legacy plan so there's clarity today and less conflict tomorrow.

You want to start this process but there's ...

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ExPat Program

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Design Your Legacy(c) is Ranked in the Top 5% Globally.

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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?

Discovery Call

ExPat Program

Get A Clear Plan Today.

Coaching sessions at Legacy Planning(TM) help you clarify the essence of what you would like your holistic legacy to be and then, get to the work of defining, developing and executing it in real time once a week - so you make your 'legacy plan' worth living now and insure your life is also meaningful to others ... by your values. It's often the missing piece others overlook, whether it's your financial planning or wealth advisor or family office.

Our business promise leans into the following four areas for clients: