Our Projects
Family Legacy by Design Coaching Editions
The Family Legacy by Design Coaching Editions are a six-session video-based teaching, training, and testimony series designed for financial advisors who want to go beyond managing wealth to guiding families with purpose. This introductory experience helps you explore how to bring clarity, alignment, and meaningful conversation into your client relationships—equipping you to offer a deeper, values-driven service that strengthens families and prepares the next generation for lasting impact.
COACHING OVERVIEW (5:03)
Explore the transformative 'Family Legacy by Design Coaching' with founder Tom Conway. This series empowers advisors to guide families beyond financial planning, fostering character and presence. Discover how to serve as a trusted mentor, offering wisdom and hope during critical life moments for diverse families.
CHRISTIAN COUNSELOR OVERVIEW (8:13)
This video introduces the "Family Legacy by Design" Counselor Edition, a six-session program for Christian therapists. It focuses on helping families heal from generational patterns, trauma, and conflict, particularly those with wealth. The series emphasizes the crucial role of counselors in fostering emotional clarity, reconciliation, and strong family connections beyond financial planning.
EXECUTIVE COACH OVERVIEW (6:23)
Explore the Family Legacy by Design Coaching series, an executive coaching edition focused on holistic transformation. This program empowers coaches to guide leaders in overcoming challenges, strengthening relationships, and achieving breakthroughs both professionally and within their families. Learn to foster crucial family elements like clarity, communication, and a shared vision for lasting legacies.
ATTORNEY OVERVIEW (5:33)
This six-week program, 'Family Legacy by Design: Attorney Edition,' empowers legal professionals to navigate complex family dynamics in estate planning. It addresses common hesitations and fears surrounding financial matters, emphasizing the attorney's role in building trust and fostering clear communication. Learn to proactively identify relational gaps and guide families toward unity and wisdom, ensuring even technically perfect plans succeed.
FAMILY OFFICE OVERVIEW (6:29)
This video introduces the Family Office edition of Family Legacy by Design, a program focused on relational leadership for family office professionals. It emphasizes that beyond asset management, families require alignment, clarity, communication, and connection to ensure generational continuity and prevent fragmentation. The series offers practical tools and insights to foster values-based conversations and strengthen intergenerational relationships.
CPA OVERVIEW (7:14)
This video introduces the "Family Legacy by Design, CPA Edition" program. It highlights how CPAs are uniquely positioned to understand family dynamics beyond financial data, identifying relational issues that impact wealth transfer. The program equips accountants to provide clarity, coaching, and a stabilizing presence during complex family financial decisions.