Building Lasting Legacies.

Upcoming Events in Lancaster, PA.
Space is Limited!

Building Lasting Legacies.

Workshop, Coaching, Certification.

Upcoming Events in Lancaster, PA. Space is Limited!

Desired objectives

Develop a thorough strategy & use analytics to promote your brand & meet business goals

Revolutionary Teaching

Attend an Upcoming Conference

At Legacy by Design, we believe that a true legacy is about more than money—it’s about meaning. High-net-worth families face the unique challenge of not only transferring financial wealth but also passing on the values, relationships, and purpose that sustain it. That’s why we equip financial advisors to go beyond traditional planning and help their clients build multi-generational legacies rooted in relational, spiritual, human, social, and financial capital. With proven strategies and tools, we teach advisors how to engage the next generation, foster alignment across families, and create legacies that last far beyond a balance sheet.

Know a little of our strategies

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Legacy by Design is helping a family create a finished product so that when they go to their grave they have no regrets and they know that everything has been set up in the way that they wanted it and were designed for it to be.

If you've received an invitation or a question or you've heard about a Legacy by Design workshop or their resources, I strongly encourage you to consider being a part of that, getting to a training, taking advantage of the workshop. I think it'll help you in your next step on your journey of how you combine both your passion, your influence to families, to influence families that you work with at a deeper level.

Legacy by design is designed to help folks, especially advisors, know how to advise and counsel their clients on their stewardship journey.

I would certainly invite anyone to attend a legacy by design training session. In some part, this message can be applied farther and farther. I am so excited for more and more people to spread this message of biblical legacy to people that can really be served and really be lifted up and blessed because of the thoughtfulness that is going into this training.

Legacy in Action

Endorsements

Discover how Family Legacy By Design has helped individuals and families create lasting legacies with clarity, purpose, and confidence. Hear from those who have experienced our workshops, coaching, and certification programs firsthand.

"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."

"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."

Curriculum Preview

Our comprehensive curriculum provides a structured pathway to mastery in the five capitals of family legacy planning for both advisors and the families they serve. Each course delivers in-depth exploration of critical components, from facilitating productive family meetings to aligning financial plans with core values and preparing heirs for wise stewardship. Invest in these resources to differentiate your practice and create lasting impact that extends far beyond traditional wealth management.

Improving the efficiency

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