The Cornerstones and Touchstones of successful family wealth transitions
Free Legacy Planning Worksheet
Legacies often slip away for two reasons:
unnecessary financial risk and avoidable family conflict
Taxes, market losses, and poor decisions can chip away at what you’ve built — but so can unclear expectations and heirs who aren’t prepared for responsibility.
This legacy-planning worksheet is designed to help your family build a strong foundation for the financial and human side of multigenerational wealth.
With clear Cornerstones and simple Touchstone questions, your family can use this shared framework for making thoughtful, values-driven decisions that help preserve your wealth and your relationships for years to come.
Worried about protecting your family and your wealth? We can help.
Our Rock-Solid Family Wealth Plan combines financial planning, estate planning, and communication to help families of wealth build strong, values-based legacies.
