Legacy Planning(c) is a Coaching and Advisory Firm

 

Legacy Planning(s) is a coaching and advisory firm specializing in coaching and advising High-Net-Worth Individuals (Generation X, Y and Z as well as millennials), whether self-made or part of a family business, for the business promise of freedom, fulfillment and satisfaction.
 

Our firm has its office in Beverly Hills, California (USA) but works virtually for our international clients who face numerous obstacles and frustrations that can hinder their ability to create a lasting influence, let alone a holistic legacy plan that feels centered with one's identity and core values.

These challenges can be categorized into financial, emotional, relational, and strategic obstacles.

As I am not a financial planner nor an attorney, I focus on the emotional obstacles and frustrations such as "paralysis by analysis", "regret and uncertainty in missing opportunities", as well as the "fears around mortality".

Relational obstacles and frustrations can include "family conflicts and disputes", "lack of preparation in knowing how to handle the complex" as well as "unclear communications". 

Strategic obstacles can include "lack of accountability", "reactive vs. proactive planning" as well as "self-worth to meet opportunities" such as with leveraging institutions, networks or other outlets to maximize one's lasting influence.