Connecting Generations through Lasting Legacies


Our Purpose:

We partner with individuals, couples and families who choose to create legacies that last.

Our Vision:

We do this by:

  • Offering a proven proprietary process called Purposeful Planning which ¬†integrates "who people are" with "what they have";
  • Planning for the Five Asset Classes - intellectual, spiritual, human, health and financial - in our unique and comprehensive Legacy planning system;
  • Working collaboratively with thought leaders from multi-disciplinary teams to create extraordinary results;
  • Accessing resources to bring creativity along with caring and thoughtful customization to each client situation.¬† Our goal is to make meetings meaningful, educational and fun;
  • Modeling "Servant Leadership" as we partner with our clients and their families to achieve remarkable success;
  • Acknowledging that we all need to have our wealth work for us as opposed to the other way around;
  • Implementing honesty without hesitation.

Our Commitment:

We are here to serve our clients at the highest level possible.  This requires that we place our clients first, choose to connect with each family member, provide excellence in all we do and provide honesty without hesitation.

Our Core Beliefs:

Through our rich experience of guiding families from both a qualitative and quantitative perspective, we have developed some deep beliefs.

  1. Planning for your money or wealth is not the same as planning for your family.
  2. Successfully perpetuating wealth through generations involves three clear components.
  3. Successfully perpetuating wealth requires a clear and proven process.
  4. We all create two legacies: A Living Legacy and a Lasting Legacy
  5. To maximize the full potential of planning, advisors must be collaborative with other professionals and fully committed to the client.


"Barb and Debbie, I want to thank you for an incredible meeting with our family. It amazed me how much I learned from these young adults (our children) and how proud I am of their individuality and grace. Our relationships now seem deeper, fuller and will continue to grow in ways we can't imagine. So thank you for this opportunity, I feel blessed and hold this sacred creative space in love. "

- F.B.
Wealth creator parent