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Legacy Planning Associates™

Enthusiastic Outcomes

Families learn from us how to define what they need to flourish and how to employ methodologies to address elements such as…

  • What are our family’s core strengths and challenges?
  • How can we facilitate communication, leadership, learning and growth among all generations of the family?
  • How can our family members learn to trust and rely on one another?
  • What is our purpose as family?
  • How do we document our vision and commitments to one another?
  • How can we align our purpose, vision and decisions with the use of our financial and other resources?
  • How can we, as family, celebrate our history in a way that ensures that each generation’s story and life lessons are forever preserved?

Families become clear about their unique and self-defined journey to becoming a thriving family, and they experience predefined milestones along the way.

  • Every family member knows, honors, and develops personal talents and understands how these talents are key contributors to the family’s success.
  • The family recognizes communication dynamics, identifies unhealthy patterns or blind spots, and creates change to stay on track.
  • The family develops a shared vision for bettering both themselves and the communities they care about.
  • Financial, legal, business, and philanthropic planning efforts seamlessly integrate with the family’s purpose.
  • Money becomes a tool the family uses to achieve their greatest potential now and in future generations.

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