We believe that conversations can be transformative experiences.
It is our goal to engage in an ongoing conversation with our community of professionals in order to pioneer and usher in this new era of legacy planning. Together, we can develop best practices and industry standards that benefit individuals and families across the globe.
In addition, the Legacy Project is an educational platform to speak directly to individuals and families about the need for legacy planning. Through our events, online content and other resources, the Legacy Project will not only be working with our community of professional adviser to better serve their clients, we will be actively working with those clients and integrating their thoughts, feedback and concerns into the legacy planning strategies in order to develop the best industry standards.