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My Family-My Wealth

Help Your Family Flourish Now and Into the Future with our Intergenerational Family Wealth Process

Discover an effective process for talking about and sharing your abundance.

Multi generation family sitting together on the sofa at modern home and watching TV

Creative Solutions

Intergenerational wealth planning helps ensure that knowledge, tradition and values are passed down from one generation to the next.

Shared Values

Family bonds are strengthened across generations as they identify and articulate their shared values around money and their goals in life.

Better Communication

The “My Family-My Wealth” Process helps families talk comfortably, share ideas, and develop healthy, productive, and ways to optimize their abundance.

Are you struggling with how to best communicate with and help your family in the most productive ways with your abundance?

  • Conversations about family wealth don’t come naturally and aren’t usually easy.
  • Patterns of avoidance and silence are deeply embedded and have been reinforced over many years or even generations.
  • That’s why we created the “My Family-My Wealth” process.

My Family- My Wealth process

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Bring the Family Together

Families need to come together and identify and articulate their shared values around money.

Happy family taking selfie at home

Identify Resources

Once the lines of communication are
open, families can begin to identify and quantify underutilized wealth.

Positive grandpa lying on the floor with colorful pencils and a careful granddaughter combing his hair

Develop a New Process

Family ties are strengthened as they
develop tools for sharing abundance as
individuals and as a family unit.

We know you want to help your family flourish, as a whole, and as
individuals, now and into the future.

We understand what a difference it can make for you and your family to talk comfortably, share ideas, and jointly develop healthy, productive and caring ways to optimize the benefits of your abundance. We have seen how doing this helps ensure that knowledge, tradition and values are passed down from one generation to the next and how it can strengthen family ties.

That’s why we used our 25 years of experience to develop the “My Family – My Wealth” process to help families identify and articulate their shared values around money; identify and quantify underutilized wealth or “abundance;” and develop tools for sharing abundance that help individual family members and the family as a unit to thrive and flourish.

Testimonial

We don’t just help families with documents. We help them find ways to develop a new set of habits, routines, and rituals to support the development of shared values, better communication and shared action. This allows the individuals and their monetary wealth to flourish. Here’s how we do it:

Our family is the best. Bottom view of happy and positive family smiling at camera while standing outdoors. Happy moments. Parents and children
Family saving money putting coins into piggy bank
Young active family of hikers with backpacks moving upwards while bearded man helping his wife and son during trip on weekend

 

 

1. Learn about Your Unique Family
Dynamics

We take the time to learn about your family and what is
important. Who is it that you want to communicate with and how can we help you in that process?

 

 

2. Design a Process for
Communication

This is the time to identify and articulate your shared values
around money and your sphere of care overall. Who do you
care about and how can you use your wealth at the highest and best use to properly care for them?

 

 

 

3. Work with Your Family Every Step
of The Way

The “My Family – My Wealth” process is about unlocking your family’s human potential for individual growth, fulfillment, love, and actualization.

At Legacy Counsellors we understand that you want your wealth to help your family flourish, as a whole, and as individuals, now and into the future. In order to do that, it’s
important to discover an effective process for talking about and sharing your abundance.

The problem is, that conversations about family wealth don’t come naturally and aren’t usually easy. Too often, patterns of avoidance and silence are deeply embedded and have been reinforced over many years or even generations. This can leave you feeling confused and anxious and unsure of how to best communicate with and help your family in the most productive ways.

We believe you should have the opportunity to find creative ways to help your family flourish with your abundance. We understand what a difference it can make for you and your family to talk comfortably, share ideas, and jointly develop healthy, productive, and caring ways to optimize the benefits of your abundance. We have seen how doing this helps ensure that knowledge, tradition, and values are passed down from one generation to the next and how it can strengthen family ties.

That’s why we used our 25 years of experience to develop the “My Family – My Wealth” process to help families identify and articulate their shared values around money; identify and quantify underutilized wealth or “abundance;” and develop tools for sharing abundance that help individual family members and the family as a unit to thrive and flourish.

Rather than just helping families with documents, we help them find ways to develop a new set of habits, routines, and rituals to support the development of shared values, better communication, and shared action to allow the individuals and their monetary wealth to flourish. Imagine what could happen if this process became a part of your family’s identity, passed down, and improved by, generation aftergeneration.

Download our Free Guide:
“Top 5 Ways to Use Your Wealth To Help Your Family Flourish”

Download our Free Guide

Top 5 Ways to Use Your Wealth To Help Your Family Flourish