You have valuable intangible gifts: your values, your hard-earned life lessons, your insights, and the stories of your life. These pieces of you are priceless to your loved-ones and are too easily lost over time.
The keystone of Legacy Preservation is the Family Wealth Legacy Interview. These 30-minute interviews pose questions to draw out some of your most valuable advice and most important life lessons and preserve them via audio or video recordings. Each interview has a theme and topics include “Lessons for the Kids”, “What Matters Most” and “Words of Wisdom”.
You will have an opportunity to do your first Family Wealth Legacy Interview at the Delivery Meeting. You will receive the questions a week ahead of time so you can consider your answers and how you would like them to be recorded. You can do additional Family Wealth Legacy Interviews on a yearly basis, free of charge.