Legacies. Developed.
Legacy Planning(c) is a Coaching and Advisory Firm
Legacy Planning(s) is a coaching and advisory firm specializing in coaching and advising High-Net-Worth Individuals (Generation X, Y and Z typically), whether self-made or part of a family enterprise, for the business promise of freedom, fulfillment and satisfaction.
Coaching others about their legacy plans and vision is far more than just being moved by money or success — we’re driven by meaning, transformation, and the privilege of helping people make sense of their life’s story as well as values.
Here are the core reasons we love coaching clients on the subject of their legacy:
1. We Witness Transformation at the Deepest Level
Most coaching focuses on performance or goals. Legacy coaching focuses on identity, values, and impact — the parts of a person that define who they are and what they leave behind. We get to witness a client’s shift from accumulation to alignment; from “How much can I get?” to “What am I truly giving?”
It’s deeply rewarding to guide someone into clarity about what their life has meant.
“Coaching 'legacy' isn’t about the end of a story — it’s about helping someone realize they’ve been the author all along.”
2. We Love Guiding Complexity Toward Logic, Wholeness and Consistency
High-net-worth and ultra-high-net-worth individuals often live in webs of complexity — multiple trusts, advisors, businesses, and generations. A personal coach helps bring coherence to that chaos by weaving all forms of capital (financial, social, human, intellectual, spiritual) into a single narrative. We thrive on seeing patterns, connecting dots, and transforming scattered efforts into a purposeful ecosystem.
3. We Are Meaning Architects
Coaching 'legacy' is design work — but instead of designing brands or buildings, a coach designs continuity, identity, and in this scenario, your legacy. We love crafting frameworks that make invisible values visible, and intangible dreams tangible.
Each client becomes a living case study in self-actualization — a co-creator in their own legacy plan.
4. We Experience Generativity — the Deepest Human Drive
Psychologists like Erik Erikson described generativity as the drive to nurture and guide future generations.
Great coaches live in that mindset daily. They help others express their love, leadership, and lessons in ways that ripple forward.
That sense of continuity — of helping good people do lasting good — can be profoundly fulfilling.
5. We Believe in Conscious Wealth
Many coaches see their work as a response to the shadow side of wealth — disconnection, entitlement, or loneliness.
We’re passionate about helping successful individuals reintegrate humanity and humility into your lives.
It’s not about softening wealth; it’s about humanizing it.
6. We Get to Play in the Intersection of Psychology, Strategy, and Soul
Legacy planning blends practical systems with deep inner work. A coach is part strategist, part counselor, part philosopher. We love that every virtual session could include a balance sheet, a myth, and a meditation — all in the same hour.
7. We See Legacy as Our Own Calling
Our coaching becomes our contribution — a way to multiply impact beyond what we could do alone.
In that sense, every client we guide is another ripple in the legacy we, too, are leaving behind.
At its core, we love witnessing people come home to themselves. We don’t just help clients plan for succession — we help them reconnect to significance. We are not advisors of the past. We are architects of the future — designing continuity for the human spirit.
Brief History Of The Logo
In 2014, Legacy Planning(c) introduced a new badge, in the shape of a clock at eight o'clock. In numerology, the number 8 is often associated with prosperity, success, abundance, balance, and leadership, representing the infinite flow of energy and the eternal cycle of giving and receiving.
2011 was the year the idea of a coaching and advisory firm took form, specific to the topic of legacies, and was three years in the education and planning process to understand what the market needed. In Feng Shui, gold symbolizes wealth, power, and good luck, while blue represents peace, stability, and tranquility.
Key Characteristics
1. Courage:
We believe anybody's legacy can be designed through one's willingness to personally develop.
2. Long Term Thinking:
We co-design legacy plans with clients through weekly coaching and advisory sessions so there can be a framework for the future.
3. Big Picture Vision:
We are believe in inviting those closest to you into your coaching sessions because regular communication is key.
Our Competitive Advantage in Legacy Planning (Global)
1. We Bridge Wealth and Meaning — Capital and Consciousness.
Most advisors focus on money management or estate logistics. We elevate the conversation — showing HNW and UHNW clients that wealth is only one form of capital. We help clients design legacies that integrate human, intellectual, social, cultural, and spiritual capital — where purpose and profit align. This positions you not as a financial planner, but as a Legacy Architect.
2. We Offer a Multi-Capital Framework — A Holistic System.
Our “multi-capital” model transforms abstract legacy ideals into measurable outcomes. This framework helps clients operationalize their values — through dashboards, governance systems, and rituals. Where others inspire, you systematize. Where others theorize, you execute.
That’s your key differentiator in the international arena: “Legacy as a living system, not a static document.”
3. We Bring a Narrative Intelligence Approach.
We don’t just help clients plan their legacy — we help them tell it. Our use of narrative design makes us uniquely capable of:
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Turning individual and/or family identity into a cohesive brand.
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Positioning the ‘rising generation’ as protagonists, not dependents.
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Framing purpose as a strategic growth lever.
We turn legacy into a compelling storyline — not just a spreadsheet.
4. We Merge Coaching, Governance, and Global Insight.
We occupy a rare intersection:
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Executive coaching depth (emotional intelligence and behavioral change).
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Governance acumen (family constitutions, councils, philanthropy structures).
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Global legacy literacy (your writing spans financial, cultural, and philosophical traditions).
This hybrid model enables us to guide global citizens who straddle multiple geographies, generations, and value systems — something few legacy advisors can navigate effectively.
5. We Represent the Next Era — The “Legacy Renaissance.”
We’re reframing legacy from final act to daily practice. In a world facing AI disruption, climate shifts, and identity crises among the affluent, we’ve positioned legacy as a discipline of leadership, not nostalgia. We aren’t preserving the past — you’re designing the future of legacy itself.
Our Competitive Advantage Statement:
We are the bridge between affluence and awareness — helping global individuals and families transform wealth into wisdom through a multi-capital framework that systematizes purpose, amplifies influence, and secures multi-generational ROI.
Founder
Over the past 25 years, while working in the Greater Los Angeles (California, USA) area, Angelina Carleton has worked with investors, entrepreneurs, founders, and "rising" (nextgen) family members.
Growing up in a military family (USAF, 05) allowed her the opportunity to travel globally while experiencing cultures in Europe, the Middle East and America – learning English as well as French, Turkish and some Spanish. Since commencing her coaching and advisory practice in 2014, Legacy Planning©(TM), her dedication to this niche has gained her recognition as a 2015 Los Angeles (LA Biz) Women of Influence as well as other awards, such as with World HRD Congress.
Her biracial upbringing personalized the 'east meets west' dynamic, bringing it right to the kitchen table: lively structured debates at dinner taught her the skills of listening and understanding perspectives while being entrenched in discipline as well as heritage.
Personal core values of a growth mindset and personal development give Mrs. Carleton a curiosity and a knowing of how to relate to each client with their specific needs. In leveraging her experience to listen at an L3 level ("a Co-Active Coaching term"), exploration with client happens in each session for breakthroughts. Adding the "coaching skill" of intuition to the foundation of listening, Angelina can hold space for a client’s vision and provide a clear path forward for their holistic legacy plan in accountability.
Her curiosity to uncover a client’s values, challenges, and strengths enables her to further her client's 'learnings' and provide realistic feedback. These insights are what is desired by clients who are so busy they can't see every blind spot, even if they are expected to 'have it all together'. That's the value of coaching, doing the 'inner work' week in and week out.
Angelina is a graduate of the Pennsylvania State University (Class of 2000) as well as the Co-Active Coaching Institute (6-month certification in 2014/Executive Education program, 6-week fundamentals, etc). She is a 13th generation American on her paternal side with the arrival of English settlers who established themselves in Rowley, Massachusetts in 1638. Author on genealogy and New York attorney, Morrison DeSoto Webb, has documented the Carleton ancestry to 1066. Angelina wed in Dorchester, Ontario, Canada. Her paternal great grandfather, Herman W. Smart, was a Past Master of (the) Golden Fleece Lodge and Mount Sinai's first active Secretary. He was involved in the organization of several Masonic lodges, including Golden Fleece, William Sutton Lodge, Damascus, Wayfarers, Bethlehem, and Benjamin F. Arrington. He received recognition for his faithful service as a Mason. Herbert Carleton, her other great grandfather on her paternal line, was also a freemason.
