Frequently Asked Questions

Legacy Planning© is a boutique coaching and advisory firm dedicated to serving affluent individuals, entrepreneurs, and family wealth stewards who seek to design a legacy that is as intentional as their success. We guide clients through a personalized, values-based process that goes beyond financial and legal structures—helping them define what truly matters, clarifying their vision, and aligning their wealth, influence, and relationships with a purpose-driven future.

Through one-on-one coaching, curated retreats, and bespoke legacy planning engagements, we create the space for clients to move from success to significance—transforming unspoken goals, potential regrets, and generational hopes into a living legacy that can be led, lived, and passed on with clarity and confidence.

At Legacy Planning©, we don’t just help you leave something behind. We help you lead it—starting now.

Legacy Planning(c) is founded and lead by Angelina Carleton, a US based entity, that has won awards with LA Biz and other public recognition. The Canadian copyright to the intellectual property of the name is owned by the trustees of the Angela Kim Carleton Trust.

The origin for Legacy Planning was brainstormed in 2012 by the founder, Angelina Carleton, while she was still working as a commercial real estate broker for NAI Capital and prior, Sperry Van Ness. She noticed many of her clients lived to chase the deals, where a broker’s value would be to "not leave any money on the table", and yet there was a void in the clients to help grow other areas of their life for balance, happiness and peace of mind. Angelina saw the amount of stress her owner and investor clients carried with them, the price they often paid with their health, and realized these HNW individuals could benefit from honest advice, outside of just deals. She understood the pressure to perform and be productive, to be competitive, while still being able to design a holistic legacy for one’s life in what one intentionally passes on in projecting values forward, creating pre-designed experiences and mapping out a ‘hard cover coffee table book’ as an anchor in identity and knowledge.    

Book your first online session and then, commit to the next 6 or 12 months of your life to be coached, be "coachable" in hearing new feedback and getting challenged in 'kind' honesty and allow the changes in your personal development to be received in choosing what's right and best for you and your future.

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If you would like to become a Sponsor to our podcast, reach out to us at info@angelinacarleton.com. There is a team of independent contractors that work on all aspects of Legacy Planning(c), from our talented graphic designer in Romania, to various freelancers all around the world that help make this boutique business possible.

Affluent and Purpose-Driven Leaders Approaching or Beyond Midlife
 

Specifically:

• Successful entrepreneurs navigating succession or exit.

• High-net-worth individuals (HNWIs) who want to align wealth with meaning.

• Family business owners aiming to preserve harmony across generations.

• C-suite executives transitioning into the “second act” of their life.

• Philanthropists or impact investors seeking to create lasting social good.

• Legacy-minded professionals (doctors, lawyers, creatives) who’ve built careers but now want to focus on contribution and significance.

Those whom earn over $440,000 in the US are deemed to be HNW and yet, they face challenges around finding support in developing themselves beyond just their career goals or financial portfolio. Balance is key and needed for meaningful reasons to wake up each morning, in developing one’s inner world and personal agency around emotions. Some may call this emotional intelligence, emotional governance or the emotional quotient. While we may live in a world that rewards professional accomplishments, where work is enmeshed with identity, this is the default unless one chooses to set aside the time each week to grow other parts of themselves. We’re not just talking about executive presence but rather, quality of life, happiness and the soft skills that prove vital when it comes to mental health and constant change of what arrives on our doorstep. If all entrepreneurs had a coach to hold them accountable to both their standards as well as to ‘what’s real’, performers wouldn’t get lost in the game – they would honor their values with each decision by knowing themselves better. One on one professional coaching is an asset in this area.