What do we do with what we’ve been blessed with?
Why Families Drift Without It—and How to Find Direction Again
Understanding Identity, Purpose, and Individual Calling
Defining What the Family Stands For
Understanding Wealth, Stewardship, and Responsibility
Aligning Enterprise, Ownership, and Family Vision
Defining Your Impact and Generosity Vision
Explore the essential elements of building a lasting family legacy with expert Tom Conway. This series delves into personal, family, financial, business, and charitable legacies, guiding you to define your priorities and ensure a positive impact. Learn to move from a 'legacy by default' to a 'legacy by design' through clarity, alignment, and open communication.
Discover the foundational step in family legacy planning: individual clarity. Brett Eastman and Tom Conway of Family Legacy Coaching by Design emphasize understanding personal values, purpose, and priorities before establishing shared family goals. Learn practical techniques, including reflective questions and envisioning your legacy, to align your life with your deepest desires and ensure consistent decision-making.
This video explores the critical importance of defining family values and goals for harmonious relationships and effective wealth transfer. It emphasizes understanding each family member's perspective, including extended family, to foster alignment and prevent a "family legacy by default." The discussion highlights practical tools and strategies for creating a unified family vision and identity.
This video addresses the critical need for families to openly discuss financial realities and wealth transfer. Speakers Brett Eastman and Tom Conway highlight common avoidance of these topics and the potential negative consequences, such as wealth dissipation across generations. They emphasize clear communication, individualized approaches to inheritance, and the importance of preparing children for financial stewardship to ensure lasting family legacy.
This video explores the multifaceted concept of legacy, focusing on five key areas: personal, family, financial, business, and charitable. Christian business owners are encouraged to consider the profound impact of their business legacy on all aspects of their lives. The discussion emphasizes assessing business health, leadership effectiveness, and the influence on employees and customers, offering valuable insights for financial advisors and business leaders alike.
This video series, 'Family Clarity,' guides families in defining their vision for generosity and kingdom impact. Speakers Brett Eastman and Tom Conway emphasize shifting focus from structure to the tangible difference generosity makes. The discussion explores aligning charitable giving with personal passions and values, both currently and in estate planning, to maximize impact and fulfill one's calling.
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.
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.”
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 […]
