DISCOVER. BUILD. GROW. GIVE.
The Legacy Project is dedicated to helping families remove barriers to effective communication around the topic of estate planning. We are committed to understanding the hurdles that arise between parents and adult children in the legacy planning process. Often planning challenges exist beyond financial matters that, if not addressed through effective communications, can cause permanent strife and long-term interpersonal relationship struggles with surviving family members. The Legacy Project is a product of years of research that has produced numerous approaches to family communications that may contribute to smoother intergenerational transitions and preserve legacies for future generation.
Your Priorities and Vision
WHAT IS YOUR MONEY PERSONALITY?
Capitalist
Capitalists seek to use wealth to produce more wealth with an emphasis on risk-taking and taking chances.
Moguls: take risks with their money in investments or life and own their financial decisions good or bad. "There is always more money to be made, always."
Innovators: DIY investors. The more advanced or technical the investment product, the better.
Gamblers: invest for the thrill or the joy. The adrenalin rush is more important than the ROI.
Humanitarian
This value extends beyond active engagement. By channeling resources towards the greater good; through acts of generosity and philanthropy, individuals embrace altruism, believe that true wealth lies not just in material riches but in enriching the lives of others
Anonymous: values giving back selflessly; gives but does not take credit.
The Philanthropist: values giving, but also desires credit.
Economist
This value promotes a holistic approach to financial well-being, where stability, security, and self-sufficiency pave the way for a prosperous and fulfilling life.
Independent: value financial freedom and self-sufficiency.
Phobic: value financial security; emphasizes financial responsibility. Fears the inability to sustain a lifestyle.
Accumulator: values building wealth, and seeks regular increases of savings and investments.
VIP: value the status that associated with high net worth lifestyles
Family Steward
This value emphasizes protecting and building upon foundational family values such as hard work, respect, education, safety, and preserving family traditions. These principles form the bedrock of a strong family unit, ensuring stability. Family stewards create a supportive environment where each member can thrive and contribute positively to society. Promotes the importance of passing down these core values to future generations, ensuring their sustained impact.
WHAT ARE YOUR PRIORITIES?
