For families preparing for inheritance, succession, or wealth transfer who want shared clarity before major 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 is a structured, time-bound engagement that brings alignment and readiness to those conversations.

There is one way in.
The work is tailored to context.

The Engagement

Legacy Alignment Intensive

A structured engagement.

• Four facilitated sessions over six-eight 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.

When This Work Is Helpful

• Succession or inheritance is approaching

• Parents want to begin conversations but do not know how

• Advisors or attorneys sense misalignment beneath planning decisions

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

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 introductory conversation to determine context, readiness, and fit.