Our Process

We have a proven process for preserving family legacy that has been honed and refined to ensure a successful transition.


Phase 1: Define Legacy (Generation 1)

    Define vision, goals, values, and key indicators

Phase 2: Establish Legacy (Generations 1, 2)

    Assess Family Dynamics, including how each family member thinks, learns, and communicates. 

    Use the "10 CORE Questions" to create a plan to align vision, goals, and values at a Family Meeting

    Establish legacy practices at a Family Retreat

Phase 3: Reinforce Legacy (Generations 1, 2, 3)

    Use "CORE" tools to introduce and reinforce family culture 

    Provide legacy moments and events

Phase 4: Solidify Legacy

    Track progress

    Recalibrate the process for the family