Family offices
Which 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. Angelina Carleton of Legacy Planning© in Beverly Hills offers private advisory for principals, their families and their offices, and seats in The Legacy Course for family office teams.
What a family office usually leaves open
Investments, tax, legal work and reporting are what a family office is built for. Communication between generations, the heirs' readiness, and a purpose the whole family shares rarely have an owner, yet they decide whether the wealth holds together.
The four areas of the work
- Family governance: structures that strengthen communication, decision-making, leadership development and family continuity
- Stewardship development: preparing the next generation to manage responsibility, opportunity and influence wisely
- Wealth continuity: preserving what matters most across multiple generations
- Philanthropy: aligning resources with purpose, from a shared mission to a family foundation or donor-advised fund
Formats for a family office
- Private Advisory and Family Offices: ongoing counsel for principals, their families and their offices, by proposal
- The Legacy Course: designing wealth that lasts beyond money, with online modules, worksheets and governance templates, $2,000 per seat for individuals and family office seats
- Legacy Blueprint Experience: six months to define, develop and carry out the family's legacy plan, from $50,000
- 90-Minute Legacy Calibration: one private session online for a principal, $1,500
About Angelina Carleton
She founded Legacy Planning© in 2014 and was recognized as an LA Biz Woman of Influence. She trained at the Co-Active Training Institute in Level 3 listening and has 26 years of work in Greater Los Angeles. Raised in a military family across Europe, the Middle East, Asia and North America, she learned early to listen across cultures. She is associated with Americans Welcome Switzerland, The Conrad Family Office in London and The Luxury Institute.
Questions
- Does legacy advisory replace the office's advisors?
- No. It adds the human side to the work the office already does, and works alongside its investment, legal and tax advisors.
- Can family members in different places take part?
- Yes. Sessions run online, so family members can join from wherever they live.
- How does an engagement start?
- With a private conversation, requested on this site, or a 90-Minute Legacy Calibration for the principal.