Legacy Project | A New Era of Estate Planning

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The Legacy Project

The Role of a Trustee in Building a Legacy

The Legacy Project Launch Event

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About Us

The LEGACY PROJECT is a movement to empower individuals and families to take control of their lives and to equip them with the knowledge and resources to live their legacies. We are a community of like-minded professional advisors helping individuals and families live their legacies through conversation and collaboration.

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Articles

Investing Beyond Money: Your Human & Creative Assets

The financial guys, wealth managers, and estate planners have got it all wrong. Net worth is not the critical economic indicator or the sum total of all you have or …

Articles

Legacy Project Launch—Thank You

We want to thank everyone who participated in the Legacy Project launch event webinar on April 23rd. The overwhelmingly positive response and attendance far exceeded our expectations.

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Your Legacy in Unprecedented Times

These are our greatest assets—not our traditional “financial” assets, but our human and creative assets. These are the assets we should be seeking to grow more than out financial portfolios.