Building Lasting Legacies.

"I think that's what Tom has paved the way for. We heard about Tom, spent a little bit of time with him, and then said, ‘Okay, we gotta hear more.’ So, we spent two full days with Tom, and he personally walked us through his process. We’ve really put that to memory, and as Tom says, ‘Take it and run with it,’ we’ve done just that. Now, we’re applying his process not only for ourselves and our own family but also for our clients. What’s remarkable is how much we’re learning along the way. It’s funny how, as facilitators, we end up learning as much as everyone else in the process. What Tom has laid out is a process that leads to all these points of discovery. It’s a continual process that fosters togetherness and unity, which is what we’re really trying to accomplish."

"I’ve known Tom Conway now for about 25 years, which technically feels like half a century—though that might seem a bit long! Tom is not only a great friend but also, unintentionally, a great mentor to me. We both work in the same field—the wealth management and generosity field—and I’ve learned so much from him over the years. I still get to work closely with him, encouraging families in the stewardship of their wealth and generosity. Together, we help families thrive. I focus more on the technical, planning side of things, but one of Tom’s greatest gifts is his pastoral counselor’s heart. Most professionals in our industry approach things from a technical perspective—as attorneys, accountants, or financial advisors—but Tom has this unique ability to mentor and counsel. He draws out from families what they truly want to achieve from a heart perspective, often asking questions they didn’t even know they needed to ask. It’s always a thrill to partner with Tom in serving families as they steward their wealth and resources."

"I’ve been on this journey for over 20 years, seeking to learn everything I can about what families need to do—not only to leave a financial legacy but also to strengthen the relational fabric of their families. Tom is a master teacher. He has an incredible gift—not all do—of simplifying and synthesizing complex ideas. What he’s done here is lay out everything he’s learned about how to do this work. This is an amazing opportunity to sit at the feet of a master as he shares concepts, stories, and principles that will elevate your practice. When I started this work, it was really intimidating. There wasn’t a manual to guide you. But I’d tell you now—there is a manual, and Tom has it. You should come to his next event and learn from Tom Conway."