The Family Legacy By Design Newsletter Series is crafted to inspire, equip, and engage financial advisors, legacy coaches, and family leaders who serve high-capacity families. Each edition delivers practical tools, deep insight, and real stories—designed to help you move beyond transactions and into transformational work. Whether you’re introducing legacy principles to clients or deepening your own practice, this series offers a pathway to intentional, faith-centered, multi-generational impact. Each edition is built around a powerful theme—designed to spark conversation, provide value, and invite action
We empower families and their advisors to create intentional family legacies through clarity, communication, and alignment, ensuring a sustainable impact for generations.
