THE NEW MEMBER OF YOUR ADVISORY TEAM
We serve individuals such as HNW investors and entrepreneurs, family office executives, "nextgen/rising gen" family members, trustees of charitable estates and those participating in family foundations, other advisors/consultants, financial planners, and families of wealth.
Your Legacy Plan could be the blueprint for you to fill in each day and week as a framework that you curate …
but what if you find yourself alone, not sure what to do next and with the pressure of other's expectations?
Or, an inability to trust yourself in knowing the next right decisions?
Success, like wealth, doesn't buy answers - it can't even buy peace of mind, joy, or guarantee great relationships. Sometimes you can be given great opportunities and be overwhelmed, crushed, in not knowing 'what you don't know' but are expected to know. The first step can be to know your strengths and lean into these, as well as your values, in resourcefulness. Then, there's the learning curve with how to navigate the outer world, after there's peace of mind that fears do not have to become outcomes. What is it you want and how can you put all the pieces together for your final and ideal legacy vision?
Enclosed are a few photographs from our first retreat at Miraval Resort in Arizona.
For many individuals, having the means to design a legacy such as through your own efforts or resources passed onto you, can be exciting initially. It's having more choices, never mind access to the best to enjoy life more. Yet under the surface, it can also feel lonely and empty and there can be a lack of authentic support in how to develop your yourself in this identity, next stage of life and values because our society and culture doesn't teach 'how to listen well' or 'hold deeper conversations'. For many who have access to wealth, there is a need as much for an emotional education in finding inner peace as well as to 'climatize' -- as well as the guidance to manage social acceptance ("how and where to fit in"), new skills around boundaries ('friendly vs. friends"), as well as the financial literacy to not get taken advantage of. Money, like success and failure, is an amplifier and the joy of your life should be focused on your legacy vision, as supported by your values and guiding principles. But how do we get there? And what is the ultimate result? How about freedom, fulfillment and satisfaction compared to an emotional prison year after year?
It is not surprising to wake up to:
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New responsibilities and expectations where there is no choice other than to step up in new demands with a brave face and being unsure who to trust in those who have the best answers - with internal dialogue in your head trying to find your balance and footing;
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The need to design personalized strategies so that impulses do not win over conscious self-management;
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Picking up the tab: How do you develop true and new friendships so your relationships won't be limited to just what you can do for others ... so you keep any level of optimism going forward in a self-fulfilling future?;
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How much do you communicate so you can feel connected to others compared to isolated or disillusioned when there isn't the investment in yourself and your relationships to explain vs. presume?
Your capacity to grow may be easy moving forward or it may be a 'night of the soul' season. Either way, designing a holistic legacy and then, being held accountable to it week after week can provide new purpose and meaning. When you have the opportunity to develop personally and as a leader, based on your values, there is an added excitement to why you wake up in the mornings. At Legacy Planning©, we are proud to help you co-create your future experiences and goals so you steer your ship with intention. With weekly coaching and consulting sessions, each obstacle and new set of truths serve as an opportunity for learning to be your best version.
In personal agency, you can grow from any and all blind spots in full awareness. We help you gain confidence in your existing and new roles. As you define what’s true for you "right now", your legacy will be developed in integrity and knowledge. Let your life's vision emerge for your happiness and with the accountability of our coaching services!
If you would like to create a bespoke retreat, based on a future event such as succession or a future inheritance, now is the time to start planning holistically. Reach out and we can co-create a curriculum to best serve your needs so it's not just another weekend of sports but rather, full agency.
If any of the words above give language to your experience and feelings, then the next step for your consideration is a Discovery Session, followed by one of our signature packages where you commit to see it through (whether that is six months or twelve months of consistent coaching in accountability with your Legacy ideas, dreams and goals.
Then, a retreat option is offered to inheritors as well as entrepreneurs and NextGen family members to learn and connect
in an immersive environment where all participants are vetted by their values and growth mindset.