Clarify Your Wisdom workshop
Designed for your next Family Meeting, this half-day workshop with Inheriting Wisdom’s founders is the first in a two-part series. This interactive session introduces the topic of a family legacy and Inheriting Wisdom’s Legacy Wheel™. Each person is guided through a self-discovery process, identifying his or her wisdom for the family legacy. Our lively and engaging workshop will unite the family around The Inheriting Wisdom™ process. The outcome is that each family member will learn his or her specific wisdom that will guide the next steps in the family legacy conversation.

Reach Across Generations workshop
This is the second in the two-workshop series, designed for your Family Meeting. This half-day session, which builds on the “Clarify Your Wisdom” workshop, takes each person’s contribution from the first workshop and bridges the gap between the family’s generations. Each generation in the family may view the collective wisdom of the family a bit differently. With the Inheriting Wisdom™ process, your family will recognize the differences between the generations and come to a decision on the overall wisdom that the family wants to pass on. Out of this workshop, the family will develop concrete action steps to create its impact in the near future and for generations to come.

Link Your Wisdom to Your Worth Strategic Plan
In a collaborative engagement with the founders of The Inheriting Wisdom™ process, you design a legacy plan, one that is forward thinking and wise – and integrates the family conversation from the first two workshops. Inheriting Wisdom’s unique process concludes with a seven- to ten-page executive summary that considers each of your heirs and integrates your wisdom with the wills, trusts and other documents of your estate. The final deliverable links the family’s vision for its legacy to the tangible aspects of your wealth. The plan becomes the rudder for all future wealth planning, including philanthropy.

Live the Plan Consulting
Once the legacy plan has been designed and approved, Inheriting Wisdom will work with your family for a defined period of time to bring your plan to action. A legacy plan is not simply a static document that once created will immediately address all the complexities of wealth management. Obstacles inevitably arise as your family incorporates its legacy wishes into the wealth planning process. Inheriting Wisdom’s consultants will meet with your senior family leadership to define the term of the consulting relationship, assisting you to apply your legacy plan into such areas as philanthropy, estate planning, and family business succession.