Design A Legacy As Intentional

As the Wealth You’ve Built.

Make Your Legacy Worth Living Now

Discovery Call

ExPat Program

Wealth can build comfort.
Legacy builds continuity.

But here’s the uncomfortable truth:

70% of affluent families lose their wealth — and their unity — by the third generation.

Not because of taxes.

Not because of markets.

Because of:

Unspoken expectations
Emotional misalignment
No shared vision

Affluent individuals silently worry:

“Will my family stay connected after I’m gone?”
“Will my values disappear when the money transfers?”
“Who do I trust to guide this process privately?”

You’re not alone.

You want to start this process but there's ...

Introducing the Legacy Discovery Session

A private, virtual meeting with Angelina Carleton —
Co-Active Coach & Legacy Advisor to Affluent Individuals, Founders, and Family Offices.

My team and I will:

Clarify your personal and/or family legacy vision
Identify the emotional and strategic gaps
Map out your next right steps

You don’t need more time.
You need a framework.

Discovery Call

ExPat Program

You may know how to grow capital.

My role is to protect what money can’t buy:

Your influence
Your reputation
Your impact
Your family unity (relationships)

Over the past decade, I’ve worked with:

Affluent founders
Multi-generational families
Rising-generation heirs

My specialty: Connecting human capital + financial capital into one enduring legacy plan.

Discovery Call

ExPat Program

Did you know we have a podcast?

Design Your Legacy(c) is Ranked in the Top 5% Globally.

What are the Benefits of the
Co-Active Coaching Model in
Legacy Planning Conversations?

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Receive Personalized Coaching Today
From a Legacy Planning(TM) Advisor

For Women

Women face a lack of support, even if they will be the ones in the coming years to receive succession opportunities as well as inheritances as widows.

The Rising Gen

Instead of being called "NextGen", what guidance will the Rising Generation need to build our their own legacies within their family's business?

For Investors

After you sell your business or your portfolio has allowed you to no longer live in survival mode, what's next for you in possibilities and contribution?

For Ex Pats

The new economy allows you to travel while working and diversifying assets. How will you invest in the human & emotional capital for your legacy?

Discovery Call

ExPat Program