start a conversation | identify your wisdom | create a legacy plan
Inheriting Wisdom ™



the legacy conversation - $29.95



The Legacy Conversation brims with anecdotes, insights and practical steps that illustrate how to identify and cultivate your family’s true wealth. This book redefines traditional wealth planning, and will inspire you to design and implement an intentional legacy plan for your family. (sales tax not included, plus shipping and handling)



conversation starters - $20.00



Inheriting Wisdom’s Conversation Starters really get things going. This innovative game is designed to stimulate engaging conversation with thought provoking questions. Each 52-card deck is divided into seven categories. (sales tax not included, plus shipping and handling)




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. 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

The second in the two-part series, this half-day session builds on the “Clarify Your Wisdom” workshop. Each generation in your family may view the collective wisdom of the family a bit differently. "Reach Across Generations" guides your family to recognize and value 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.