Resources

Read how Generational Family Wealth helped a Trustee create a lasting legacy for a local barber and what to do to ensure you are intentional about leaving your legacy.

Read our article on preventing entitled heirs and creating entrusted heirs. Learn about the importance of passing down rich amounts of non-financial wealth to your kids and grandkids (human, intellectual, and social) along with strategic amounts of financial capital.

Sharon talks with John Ramstead, founder and host of the Eternal Leadership podcast about her journey to becoming a Legacy Coach and starting Generational Family Wealth.

Learn more about the process of designing your own legacy, creating family unity, and preparing the next generations to inherit ALL forms of wealth.. not just financial!

We care about you and your family, so we’ve partnered with the Legacy Letter Challenge!

Click the image above to get free access to their incredible 10-step Masterclass.  We’re excited to join their mission of helping 1 million dads and moms leave a lasting legacy with their children by writing at least one well-written, meaningful Legacy Letter.

In this white paper, learn about the results of two decades of research defining the specific steps that successful multi-generational families have taken over the centuries to remain strong and united.

The 12 Elements detailed in this paper have been proven to be the true keys to family success. They form the foundation for the delivery of the Heritage Design services we offer.

Learn about our Legacy Planning process, called “Heritage Design”, and how it fits with traditional financial and estate planning. Why is Heritage Design so critical for families with a multi-generational perspective, and how did it develop over time? What can Heritage Design do for your family, and how can you get started?