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
Recalibrate the process for the family