What We Do   >   Legacy Strategies

Wealth Is More Than Money

Leave behind your legacy

Our clients know without our telling them that when wealth passes to younger generations who don’t have the values that allowed that wealth to be created, the result is almost always destructive. But that outcome can be avoided. There are strategies the senior generation can implement that can actually help instill important core values in younger generation family members. We can help develop those strategies.

What Values Do You Want to Pass to the Next Generation?

This isn’t a complete list, but these are the virtues our clients most frequently tell us are important to them.

  • Compassion
  • Determination
  • Education
  • Excellence
  • Faith
  • Generosity
  • Financial Responsibility
  • Gratitude
  • Honesty
  • Humility
  • Integrity
  • Love
  • Loyalty
  • Moderation
  • Perseverance
  • Travel
  • Work ethic
  • Self-Discipline

 Solutions

We assist our clients in passing on the values that are important to them through the use of several tools and strategies:

  • The Legacy of Virtue Workshop
  • Priceless Conversations Audio Recordings
  • Written Family History
  • Family Mission Statements
  • Discretionary Trusts with Enhanced Guidance to Trustees
  • Incentive Trusts
  • Mediated Family Retreats
  • Wisdom Literature
  • Family Charitable Foundations
  • Donor Advised Funds
  • Tangible Personal Property Strategies

Your American Legacy Workshop

In this three-hour workshop, the workshop leader works with participants to clarify the values that are important to them and to identify and preserve the source material in family history and tradition that can be useful in shaping a compelling story that will be engaging to younger generation family members. In the workshop, participants also explore a variety of strategies that can be used to effectively install those values in younger generations in a permanent and lasting way. The workshop is offered to groups of 30 or more upon request. If you are interested in scheduling a workshop, please contact us.

Book: Your American Legacy

Stan and his wife Patrice have worked on this book jointly for several years. In this book, they describe a process that will give families a roadmap to identify and clarify the values that are important to them—things like integrity, faith and work ethic—and then transfer those values to younger generation family members in ways that are interesting and compelling. This book is intended to be a practical handbook that will stimulate dialogue between generations and culminate in a real action plan within families. These ideas are offered in a series of workshops using the book which is now an international best seller.

Your American Legacy

More Services

  • Charitable Planning
  • Planning for Children with Special Needs

Find out if we’re a match

Schedule a meeting to learn about the many ways we can help you.
 

Schedule a Free Consultation

We Are Trusted.