Where legacies are designed - not inherited
For families who think in generations, not transactions.
100% confidential
20-60 min completion
Why Legacy with purpose™
“True legacy is what you leave in your family – not just what you leave to them.”
- Designed for families managing significant wealth, succession, and evolving intergenerational priorities.
- Unites your family’s purpose, governance structures, and key relationships into a cohesive long-term vision.
- Combines global best practices with bespoke insights, shaped around your family’s unique values, culture, and legacy goals.
What You’ll Gain
Strategic Space to Reframe Legacy
Step away from the daily noise to confront deeper questions of purpose, stewardship, and generational direction—with expert facilitation.
Confidential Strategy Dialogue
Guided conversations that surface critical insights—helping you clarify values, legacy intent, and the long-term outcomes that matter most.
Strategic Alignment Across Generations
Build a shared narrative that aligns family members, advisors, and decision-makers—reducing ambiguity and reinforcing long-term unity.
Your Legacy Roadmap
A clear, actionable summary of your long-term priorities—crafted to guide decisions, deepen family alignment, and used to track key milestones over time.
THE COMPASS AND THE COURSE
What to Expect in the Survey
20 to 60 minutes, voice note enabled
100% confidential
No prep required, just honest reflection
