For families preparing for inheritance, succession, or wealth transfer who want to establish shared understanding, readiness, and clear expectations before decisions are finalized.

Many families complete legal and financial planning before addressing the most consequential part of wealth transfer: how parents and the next generation talk about money, responsibility, and values.

Legacy Alignment creates a structured, neutral space for those conversations to happen well.

When This Work Is Helpful

• Succession or inheritance is approaching

• Parents want to talk to their children about money but don’t know how to begin

• Advisors or attorneys sense misalignment beneath planning decisions

• Families want to avoid silence, entitlement, or future conflict

The Engagement

Legacy Alignment | 4-Week Intensive

A structured, facilitated alignment process delivered over 30 days.

• Four facilitated sessions over four weeks

• Individual and shared conversations, depending on family context

• Guided reflection and structured dialogue

• A written Alignment & Readiness Summary outlining:

  • Areas of alignment

  • Points of tension or vulnerability

  • Readiness for next steps

  • Recommended sequencing moving forward

This work does not replace legal or financial planning.
It strengthens those efforts by ensuring decisions are grounded in clarity and alignment.

Outcomes

• Reduced anxiety for parents

• Voice and agency for the next generation

• Shared understanding of responsibility and expectations

• Greater durability of estate and succession decisions

Getting Started

All engagements begin with a brief conversation to determine context, readiness, and fit.