Connecting Generations through Lasting Legacies

Our Core Beliefs


1. Planning for your money or wealth is not the same as planning for your family.

The conversations around planning for wealth need to capture both the qualitative family issues and the quantitative financial and estate data.  In addition to the essential legal, tax, financial and investment planning elements, this includes finding shared family values and beliefs, preserving stories, wisdom and traditions.

2. Successfully perpetuating wealth through generations  involves three clear components.

Legacy families teach us that successful wealth transfer includes purposefully creating time to communicate about what matters most about life and to define what it means for life to be “well-lived”; remembering others through sustained philanthropy and preparing the heirs to become the next generation of successful family leaders regarding their rights, roles and responsibilities.

3. Successfully perpetuating wealth requires a clear and proven process.

From research and experience, we know that estate planning limited only to the technical aspects, fails the family within three generations. This means that the family loses its closeness and cohesiveness and that the financial aspect of the family wealth is gone. The Purposeful Planning System includes the crucial components learned from families that succeed:

  • Protecting and growing the family financial assets;
  • Valuing and growing the family;
  • Properly preparing the assets for transfer;
  • Providing resources and skills which equip the family to receive the asset transfer.

Successful families want to perpetuate their identity, values and reputation.  They also hope to preserve the source and story of their wealth and make a lasting difference through community involvement and philanthropy.

4. We all create two legacies: A Living Legacy and a Lasting Legacy

Each day we create our Living Legacy and eventually, the accumulation of those days and the planning we have done represent our Lasting Legacy.

For centuries, professional advisors have been taught to focus only the financial inheritance which will be left behind.  We believe that the emotional, psychological and spiritual components of our Living and Leaving Legacies are of at least equal value and need to be included in the legacy planning process as well.

5. To maximize the full potential of planning, advisors must be collaborative with other professionals and fully committed to the client.

To create the best possible outcome for each family, the multidisciplinary professionals involved in planning for the two legacies are committed to assure that the family members are matched with up proper professional at all times.