Building Your Family Legacy
Meaningful family conversations about wealth, values and legacy rarely happen by accident.
This practical guide helps advisers equip clients with a structured way to explore what matters most across generations, using thoughtful discussion prompts, reflective exercises and simple planning tools. Designed to encourage conversations about generosity, purpose and the impact a family hopes to have, it supports clients in moving beyond financial planning alone to create a shared vision for the future. Whether introducing giving for the first time or strengthening an existing family culture of generosity, this resource helps advisers facilitate more purposeful legacy conversations.