Coming soon
A finished legacy plan, built with structure, care, and memory.
A twelve-month journey for entrepreneurs and family principals who want the human work of legacy completed: vision, values, philanthropy, investment principles, wealth-transfer intent, legal documents, trustee letters, and legacy letters to the next generation.
Legal documents through Wealth.com; soft legacy workbooks through legacybydesign.ai.
Monthly cohort sessions, private family work, and an in-person midpoint offsite.
Trustee letters, legacy letters, and the words the next generation can carry forward.