Clarifying What You Want to Happen
Legacy planning begins with a simple question: what do you want your life’s work to mean for the people and causes you care about, not just what you want them to receive. It is about clarifying the vision, values, and guardrails you want to pass on so your family understands the story behind the numbers, not just the balance sheet.
From there, we help you translate that vision into concrete priorities. That includes deciding who should carry which responsibilities, how you want decisions made when you are not in the room, and what opportunities or protections you want the next generation to have because of what you have built.
Building a Family Constitution
A family constitution is a simple way to put your shared principles, expectations, and decision‑making approach in writing. It can outline how your family thinks about generosity, work, leadership, and conflict, and how big decisions around the family’s resources will be handled over time.
We help you design a constitution that fits your family, not someone else’s template. The goal is a clear, practical reference point that children, grandchildren, and key advisors can use when questions come up, so choices are grounded in agreed‑upon values instead of made from scratch each time.
Creating a "Love Library"
Many families also choose to create a “love library”: a collection of letters, videos, stories, and key documents that explain the why behind their decisions. This can include life lessons, faith or value statements, business stories, and messages to future generations that they can return to over time.
We help you think through what belongs in that library and how to organize it so it is actually used. When combined with your legal and financial planning, it becomes a way for your voice, perspective, and encouragement to show up long after you are no longer the one leading every conversation.
Most Valuable, Leave a Legacy Not an Inheritance
David Chaney's book is a must-read for anyone looking to learn from the successes and failures of real-life parents. By delving into their stories, he offers valuable insights into what makes a family thrive or crumble. With a focus on family values over material possessions, this book is a valuable resource for anyone looking to build a strong family foundation.