ARTICLES & RESOURCES
The Family Legacy By Design Newsletter Series
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
Articles
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The 5 Mistakes Families Make When Planning Legacy
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
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
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 […]
The Three Stages of Comprehensive Legacy Planning
The Three Stages of Comprehensive Legacy Planning A Proven Framework for Guiding Families with Clarity and Care Legacy coaching isn’t a one-time conversation or a checklist to complete. It’s a relationship—and like any meaningful relationship, it grows in stages. Over the years, I’ve developed and refined a three-stage process that helps families move from uncertainty […]
A Legacy of Wealth and Wisdom
A Legacy of Wealth and Wisdom Redefining What We Leave Behind “Tom, he was such a wealthy man.” “Tom, he was so wise.” Most of us would be honored to be remembered with either of those statements. But what if true legacy doesn’t make us choose? What if real legacy requires both? Legacy is more […]
Repairing What Was Broken: Healing Relationships Before Transitioning Wealth
Repairing What Was Broken: Healing Relationships Before Transitioning Wealth Because a fractured family can’t steward a united legacy For many families of wealth, legacy planning begins with logistics—wills, trusts, advisors, and spreadsheets. But what happens when the real challenge isn’t the complexity of the assets… but the brokenness of the relationships? At Family Legacy By […]
From Success to Significance: Redefining the Legacy Conversation
From Success to Significance: Redefining the Legacy Conversation Moving beyond accumulation to discover lasting impact Many families of wealth have reached the mountaintop of success—successful businesses, philanthropic ventures, and financial stability across generations. Yet beneath the surface, a deeper question lingers: Is this all there is? At Family Legacy By Design, we’ve discovered that true […]
Unity as the Foundation of Family Wealth
Unity as the Foundation of Family Wealth Why relational trust is the true inheritance When most people think of wealth preservation, they think in terms of numbers: estate structures, investment strategy, tax protection. But ask any advisor who’s seen a family split over inheritance or conflict, and they’ll tell you—the greatest threat to family wealth […]