FAMILY LEGACY PLANNING
90% of families lose wealth by the third generation; 70% by the second.
The reality is that a family without a clear vision, purpose, and
values is like a house without a solid foundation.
Family Legacy Coaching provides the solid foundation
necessary for a successful transfer of family wealth.
We will help you build a customized Family Legacy Blueprint
to clearly outline:
• Family Vision
• Family Purpose
• Family Values
From this foundation, we will deploy a strategy to strengthen
family unity, communication, and trust.
CONNECT WITH US
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