The Big Conversation / Family & Wealth
The house. The business. The sacrifices nobody saw. Let's talk about what happens next.
Start the conversationThe Legacy Conversation / 001
A family question.
A generational consequence.
Legacy / Perspectives
We need
to talk.
The inheritance conversation starts long before an inheritance.
What do you want the people you love to know, and what have you left unsaid?
Read the storyLegacy / Perspectives
Founder.
And then?
You built a business. Does it have a life beyond you?
The next chapter deserves as much intention as the first.
Read the storyLegacy / Perspectives
Our house.
Our future?
“We should talk about the house.” Now what?
A familiar place. Different expectations. A conversation worth having.
Read the storyThe Research Desk
Ideas worth sitting with. Questions worth taking to your next advisor meeting.
Send this to the family group chat
You don't need all the answers to ask a better question.
This week's conversation starter
“If something happened to me, would you know where to start?”
The Legacy Letter
One thoughtful read. One useful question. Delivered when we publish something worth your time.