Legacy Coaching

Are you confident your children and grandchildren are prepared to inherit, manage, and grow what you pass on? Many families feel uncertain. We often hear from families that passing on values is more important than simply passing on valuables. That’s the heart of our Legacy Coaching Process—helping you pass on “who you are” in addition to “what you own.”

Where traditional planning focuses on transferring assets, our approach emphasizes true wealth—relational, spiritual, and emotional, in addition to financial. Families who succeed in this transition do three things well: foster communication and trust, establish a shared vision, and intentionally mentor the next generation.

Our proven process helps bring Clarity, Alignment, and Communication to ensure the next generations are equipped and empowered.

Ready to begin the conversation? Our first step is to have you imagine and describe what your most compelling future looks like. Let’s set a time to get started.