You’ve spent decades building—your business, your wealth, your reputation. You’ve put in the hours, made sacrifices, and created something meaningful.
But here’s the truth most people never consider until it’s too late:
What happens to everything you’ve built when you’re no longer here?
We talk about estate plans, tax strategies, and succession. But real legacy planning isn’t just about logistics. It’s about intention.
It’s about asking:
What do I want to be remembered for?
How will my values continue after I’m gone?
Will my wealth do more than just transfer—it transform?
Over the past 20+ years, I’ve worked with successful business owners and high-net-worth individuals who all wrestle with the same concern:
“I’m not sure the next generation is ready for what I’m leaving behind.”
And the stats are sobering:
- 70% of wealth is gone by the second generation.
- 90% is gone by the third.
The reason?
Families often transfer assets… but not values, wisdom, or vision.
The Three-Legged Stool of Legacy Planning
To build a lasting legacy, you need more than a will or a financial plan. You need a complete framework.
- Business Legacy
What happens to the business when you’re no longer at the helm?
Legacy starts with preserving the purpose behind your success—not just the operations.
Through a business readiness score and value gap analysis, we help leaders define what matters most, map out a clean succession path, and protect the heart of the enterprise. - Financial Legacy
Your financial assets should reflect your deepest priorities.
That’s why we go beyond simple investments and tax planning. We craft wealth strategies that:
– Minimize tax exposure
– Support causes you care about
– Empower future generations with stewardship, not just spending power
We also use tools like donor-advised funds, family investment structures, and intentional gifting strategies to turn your wealth into a long-term mission. - Personal Legacy
This is the most powerful—yet most neglected—element.
It’s not just about the numbers. It’s about the lessons, values, and stories that shaped your journey.
Think of it as a “Family Values Playbook”—a way to articulate your principles, decisions, and hopes for the future. It gives your heirs more than money—it gives them direction.
The Fourth Element: Team Coordination
Even the best plans fail if your team isn’t aligned.
We work as the conductor between your CPA, attorney, investment advisor, and insurance professional—making sure every move complements the others.
Because fragmentation leads to missed opportunities.
Coordination creates clarity.
The Legacy You Leave Is Already Being Written
Legacy planning isn’t a someday conversation—it’s a now decision.
Waiting until retirement, a health scare, or market downturn only limits your options. Being proactive allows you to protect what matters, align your values with your wealth, and prepare your family to lead with clarity—not confusion.
Your Next Step: The Legacy Alignment Session
If you’re ready to step beyond traditional planning and build a legacy that truly lasts, I offer a private Legacy Alignment Session.
In this 1:1 conversation, we’ll:
- Evaluate your current strategy
- Uncover your long-term vision
- Identify gaps that may put your legacy at risk
It’s not a pitch. It’s a process to gain clarity and confidence—whether we work together or not.
I only offer a limited number of sessions each quarter. If this speaks to you, click here to schedule yours.
You’ve done the hard work of building. Now let’s make sure your legacy reflects the full weight of your story—and the values you stand for.
