Legacy Impact Planning Services
We offer two types of distinct coaching services to help families create values-based • impact-driven • tax-efficient legacy impact plans.
Legacy Impact Plan — Design Service
Through a 3-phase process, families will design a legacy impact plan that will: cultivate their unique family values • create life-shaping experiences • impact the world together
Discovery
- financial & legal documents review (coach)
- values & impact discovery exercises (clients)
Ideation
- an exploratory, creative conversation to develop core legacy impact elements (coach & clients)
Design
- creation of a legacy impact compass to guide family culture initiatives & estate planning recommendations (coach & clients)
Legacy Impact Plan — Implementation Service
In the complex world of taxes, law, and finance, implementing a legacy plan can be a daunting experience. Our “Legacy COO” service is here to help you communicate and oversee the implementation of your legacy impact plan with your professional advisors and/or your loved ones.
Launch
- comprehensive oversight & liaison service to help families work with their professional advisors to assure full & correct implementation
Journey
- engaging next gen family members to cultivate & incorporate their unique voice & vision