Biblical clarity and practical tools for families of wealth and the advisors who serve them—so your mission, values, and resources strengthen generations.
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Family Legacy by Design and Family Legacy Coaching by Design provide the biblical clarity, structured framework, and practical tools to move from legacy by default to legacy by design.
We are living through the largest wealth transfer in history, yet wealth alone does not create unity or wisdom. Without preparation and clarity, what was meant to bless a family can quietly divide it. Many families have strong financial plans, but far fewer have a clearly designed legacy. Without intention, legacy drifts—and drift eventually divides.
But shared mission, spiritual clarity, and generational alignment require intentional conversation and leadership.
The question is not simply what will be passed down—but who the next generation is becoming before they receive it.
A structured framework that helps families and advisors bring clarity to every dimension of legacy—not just financial transfer, but generational alignment.
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Character, calling, spiritual foundation.
Unity, shared values, communication.
Stewardship, planning, generational transfer.
Succession, leadership continuity.
Kingdom impact and purposeful generosity.
We are living through the largest wealth transfer in history, yet wealth alone does not create unity or wisdom. Without preparation and clarity, what was meant to bless a family can quietly divide it.
But shared mission, spiritual clarity, and generational alignment require intentional conversation and leadership.
The question is not simply what will be passed down—but who the next generation is becoming before they receive it.
Developing the Heart, Skills, and Vision of a Christian Legacy Guide
A devotional journey Designed to help families slow down, reflect, and have meaningful conversations about what matters most. Simple daily reflections Guided conversations Practical next steps
Move beyond transactional planning to transformational legacy coaching. Access a structured framework, practical tools, and training pathways to guide families through meaningful generational conversations. This is where planning becomes purpose-driven.
Family Legacy by Design is more than a book. It is a growing library of teaching, curriculum, interviews, and practical tools created to help families and advisors build clarity across generations.
Whether you are beginning the conversation or guiding complex legacy transitions, these resources provide structure and depth.
Foundational resources for families and advisors built around the Five Areas of Legacy—Personal, Family, Financial, Business, and Charitable.
Workshop sessions, faculty conversations, conference panels, and short teaching excerpts designed to bring clarity to real legacy challenges.
Structured tools and certification pathways that equip advisors to move from transactional planning to transformational legacy coaching.
Featuring: Tom Conway, Brett Eastman, and Jerry Black
Legacy planning isn’t just about documents, strategies, or numbers—it’s about people.
Shaped by values, relationships, and decisions that ripple across generations. Yet too often, those conversations never happen.
Assumptions replace clarity. And the very wealth meant to help a family can quietly create tension instead.
Experienced advisors and practitioners who have spent years walking families through these exact challenges.
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.
“We heard about Tom and spent two full days with him as he personally walked us through his process. We 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. As facilitators, we end up learning as much as everyone else in the process.”
“I’ve known Tom Conway for about 25 years. He’s not only a great friend but also a great mentor to me. We both work in the wealth management and generosity field, and I’ve learned so much from him as we’ve encouraged families in the stewardship of their wealth and generosity. I tend to focus more on the technical planning side, but one of Tom’s greatest gifts is his pastoral counselor’s heart. While most professionals approach things technically—as attorneys, accountants, or advisors—Tom has a unique ability to mentor and counsel, drawing out from families what they truly want to achieve from a heart perspective. It’s always a thrill to partner with Tom in serving families as they steward their wealth and resources.”
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The 5 Mistakes Families Make When Planning Legacy And how to help your clients avoid them Legacy planning isn’t just about what a family passes down—it’s about how they pass it on, why they pass it on, and who they’re becoming in the process. Yet even the most capable, well-resourced families often find themselves stuck, […]
Generosity as a Formation Tool: Teaching the Next Generation Through Giving Why giving isn’t just a strategy—it’s a shaping force When we think about generosity, we often think about outcomes—gifts made, causes supported, foundations established. But what if generosity isn’t just about what we give away—but what it builds within us? For families of wealth, […]
Why Identity Is the Cornerstone of Legacy Start with who they are before deciding what they’ll receive. When most families begin planning their legacy, the questions tend to revolve around what will be passed on, how it will be distributed, and who will receive what. These are important questions—but they’re not the first ones families […]
