Living My Legacy focuses on creating thriving families and successfully transferring wealth by guiding clients to imagine and describe the legacy they want to live now and the legacy they wish to leave. To achieve the desired outcomes of the family, we help prepare the family and the next generations through intergenerational mentoring and coaching. We also facilitate family meetings to begin creating a culture of communication and trust that supports a strong multi-generational family unit. In the process, we also know how important it is to build a collaborative team that includes the client and their other professional advisors. Our desired outcome for our clients is for them to confidently say “I am LIVING MY LEGACY”!