Welcome to
LEGACY PLANNING(c)(TM)
CLARITY CREATES CONTINUITY.
DESIGN YOUR LEGACY SO THERE'S FREEDOM, FULFILLMENT AND SATISFACTION
If you've arrived here, you may be
navigating questions surrounding preparedness, your life's work and the long term influence of your wealth. These are deeply important questions, and you do not have to navigate them alone.
WE UNDERSTAND HOW DIFFICULT IT CAN BE TO DEFINE THE LEGACY YOU WANT TO LEAVE BEHIND.
Today's Affluent Face A Far Greater Challenge.
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How to preserve continuity in agreeing on shared vision and purpose
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How to transfer skills and mindset around stewardship
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How to transfer values and wisdom
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Navigating the human and emotional (governance) dimensions
In an industry that is only designed to protect assets,
we also design Your Legacy for the people involved.
Your Legacy is more than document creation!
THE LEGACY
PLANNING(C) FRAMEWORK
When your conversations extend beyond legal and financial instruments, you align all forms of capital with your vision, creation strategies for trust and communication, and prepare everyone in the room for stewardship.
That's why we created the Legacy Planning(c) architecture - a proven framework that gives you five powerful tools so you can prepare the human capital starting today and why your Legacy can't be left to chance.
With this architecture, you'll get:
(Because we understand the human side of wealth)
Clarity
Regarding purpose, impact and influence.
Relief
From uncertainty surrounding wealth transition(s)
Confidence
About the future of your and/or your family's Legacy
A Shift
From a reactive wealth mindset to intentional stewardsh
For more than a decade, Legacy Planning(c) has helped hundreds of individuals
define, develop and execute their Legacy Plans. Now it’s your turn.
THREE WAYS TO DESIGN A LEGACY THAT OUTLIVES YOU
Every meaningful legacy begins with clarity. Whether the focus is wealth stewardship, continuity based on values, or all forms of capital, our advisory process helps transform long term vision into intentional action.
Your legacy vision only matters if the people around you can carry it forward.
FAMILY COUNCIL MEETINGS
When family members, advisors, family office executives, and/or future heirs cannot clearly articulate your values, mission, and long term vision, the strength of your legacy will fracture. Important conversations become inconsistent. Expectations grow unclear. Advisors can interpret your intentions differently. Heirs can inherit wealth without understanding the skills, capacities or purpose to continue the vision forward.
Our Family Council Meetings help unify you and your team entrusted with your Legacy vision by creating shared language, guiding principles, and a cohesive understanding of what your Legacy truly represents — so your family, leadership team, and trusted advisors can move forward with trust, unity, and confidence because it takes more than documents.
FINANCIAL STRUCTURES, VALUES, GOVERNANCE - ALL SCATTERED
Wealth Alone Does Not Create Legacy. Now It Can.
Our Legacy Planning(c) process helps bring these moving parts
into alignment through a clear and intentional framework designed to support all forms of your capital (i.e. emotional, spiritual, etc) and the people entrusted to carry it forward.
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
