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Legacy Interview

Many people with wealth are uncomfortable talking about money. We help you prepare for great conversations around money that bring the family together with a common vision. We bring skill facilitation resources designed to manage conflict and increase family unity.

The Legacy Interview deals with profound questions:

  • How do you define financial independence?
  • What is successful wealth succession?
  • How much is enough and how much is too much?
  • Balance between fair and equal
  • Communicating your plans with your family
  • Minimize family conflict
  • Protecting your family from creditors and predators
  • How much should you do to protect your heirs?
  • How to train and mentor your heirs

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