Family Legacy By Design was born from a profound insight: true legacy planning goes far beyond financial wealth. Founded by Tom Conway, our organization emerged from decades of experience working with high-net-worth families who struggled to align their values, resources, and goals across generations.
We recognized a clear progression in the advisory landscape: most wealth advisors focus primarily on helping clients increase their net worth through investment strategies and financial planning. Some advisors take a step further, guiding clients toward increased charitable giving and generosity. But at Family Legacy By Design, we go significantly deeper—advancing beyond both wealth accumulation and philanthropic planning into comprehensive legacy planning that encompasses the entirety of a family's future.
At Legacy by Design, we believe that a true legacy is about more than money—it's about meaning. High-net-worth families face the unique challenge of not only transferring financial wealth but also passing on the values, relationships, and purpose that sustain it. That's why we equip financial advisors to go beyond traditional planning and help their clients build multi-generational legacies rooted in relational, spiritual, human, social, and financial capital.
Our approach addresses the critical questions that traditional advising overlooks: How will wealth impact future generations? How can families transfer not just assets but values? How can communication bridges be built across generations to ensure both financial resources and core principles survive the wealth transfer? With proven strategies and tools, we teach advisors how to engage the next generation, foster alignment across families, and create legacies that last far beyond a balance sheet.
Tom Conway, founder of Conway & Associates, LLC, leads Legacy by Design, helping families create lasting legacies through Clarity, Alignment, and Communication in personal, family, financial, business, and charitable areas. With a CPA background, Tom has served with Ernst & Young, Cru, Ronald Blue & Co., Generous Giving, and the National Christian Foundation.
Through the Legacy by Design Coaching process, he guides families in aligning financial plans with faith-driven goals, often achieving zero estate and IRD tax situations. A Qualified Kingdom Advisor (QKA™), Tom co-authored unHERITAGE and unPREPARED, offering insights on wealth transfer.
His global Christian perspective was shaped by service in Africa, Europe, Asia, and Russia. Tom and his wife Susan, married for 44 years, live in Atlanta, Georgia, with their daughter Pamela Joy. They have four children and ten grandchildren.
We empower families and their advisors to create intentional family legacies through clarity, communication, and alignment, ensuring a sustainable impact for generations.
