Legacy Planning© - since 2014
Not death.Not taxes.What lives on.
Trusted advisor and Co-Active coach to affluent individuals, founders and families of wealth, for the human side of what you pass on.
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Assess.
The Wealth Continuum Assessment™ shows where your family stands today: its strengths, risks and opportunities.
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Clarify.
Values, purpose, stewardship and governance, made clear and shared across the family.
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Implement.
A practical roadmap for wealth continuity, family governance and success across generations.
- Accumulation
- Preservation
- Distribution
- Transfer
- Stewardship
- Enduring legacy
More than a plan.
Wealth can be transferred. Legacies must be developed, with your input.
See the servicesYour true net worth.
The human side of wealth
What traditional planning leaves unanswered.
Traditional advisors manage the documents and dollars. Legacy Planning© prepares the people and the purpose.
Wealth creators
How do you prepare future generations?
Invest in the family's human capital: growth, financial literacy and emotional maturity.
What comes after the sale of the business?
A plan for your life, lifestyle and purpose, beyond the transaction.
Family businesses
How do you keep the family united through transitions?
Structured family meetings about values, vision and expectations, not only numbers.
Who leads when the founder steps back?
Succession as a decade-long apprenticeship, not an event after a funeral.
Families of wealth
How do you align wealth with purpose?
A shared philanthropic mission, so the money binds the family instead of dividing it.
How do you make sure it creates opportunity, not conflict?
Trust, communication and shared values, so the family stays united for generations.
Areas of focus
Where the work happens.
Family governance.
Structures that strengthen communication, decision-making, leadership development and family continuity.
- A family charter and shared values
- Regular, structured family meetings
- Conflict resolved before it becomes litigation
Ways to begin
Begin with one conversation.
90-Minute Legacy Calibration
One private session online, for the plan you have or the one you have not started yet.
$1,50090 minutes
The Legacy Course
Designing wealth that lasts beyond money: online modules, worksheets and governance templates, for individuals and family office seats.
$2,000per seat
Legacy Blueprint Experience
Six months to define, develop and carry out your family's legacy plan.
$50,000from
Private Advisory and Family Offices
Ongoing counsel for principals, their families and their offices.
By proposal
The Calibration is booked online and paid at a secure checkout, by card, PayPal or Venmo.
Questions
Asked and answered.
A boutique coaching and advisory firm for affluent individuals, entrepreneurs and family wealth stewards who want a legacy as intentional as their success.
It is the human counterpart to it. Traditional advisors manage the documents and dollars; Legacy Planning© prepares the people and the purpose.
No. A legacy is how you show up today, not only what you leave behind, and it includes the chosen family and causes you lead now.
Book your first online session, then commit to six or twelve months of coaching.
Angelina Carleton. She began it in 2012 while working as a commercial real estate broker, after seeing how much her clients carried beyond the deals.
Begin your legacy journey.
Book a 90-minute Calibration, or leave your email for her letters on legacy.