Legacy Planning©, Beverly Hills

Questions founders and families ask.

Traditional advisors manage the documents and dollars. Legacy Planning© prepares the people and the purpose. These are the questions founders, family businesses and families of wealth bring to Angelina Carleton most often, answered plainly.

• Founders after an exitWhere should founders go for legacy planning after selling a company?To a legacy planner who works on the people side of the wealth, next to the wealth manager, estate attorney and tax advisor who handle the structures.
• Families of wealthHow do you prepare heirs for wealth, not only transfer it?By investing in the family's human capital before the assets move: financial literacy, emotional maturity, shared values and a real voice in the plan.
• Family businessesWhere should family business owners go for legacy and succession planning?To an advisor who plans the people side of succession alongside the legal and financial side: who leads, how the family decides, and how it stays united through the change.
• Family officesWhich legacy advisors work with family offices?Family offices manage the documents and the dollars; a legacy advisor works on the family the office serves: its governance, the next generation's readiness and a shared purpose.
• Founders after an exitWhich coaching helps a founder after a business exit?Coaching that treats the exit as a change of identity, not only a liquidity event: who you are without the company, what the wealth is for, and how your family fits the next chapter.