90 Minutes of Instruction

Culturally relevant education

Digital Journey Book

Data driven analysis of Family Journey towards Wealth

Aggregated Legacy Wealth Blueprint

STEP ONE

Get CLEAR at the role legacy plays in wealth

STEP TWO

Get CONFIDENT at your family's pursuit of wealth their way

STEP THREE

Get CAPACITY to create a group process at wealth with your family

STEP FOUR

Get CONNECTED to wealth outcomes as a family

STEP FIVE

Anchor to LEGACY WEALTH OUTCOMES you believe in