Letter From The Founder

Dear Visionary,

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You’ve spent a lifetime building—companies, wealth, influence, and freedom.
From boardrooms to global ventures, your decisions have shaped outcomes, families, even futures.

But what most successful individuals eventually realize is this:

Achievement doesn’t equal fulfillment.
And accumulation, without alignment, leaves a quiet void.

I’ve met family business members and entrepreneurs like you.
Well-resourced. Respected. Yet inwardly aware that something essential remains unstructured—
Not in your portfolio, but in your purpose.
Not in your financial plan, but in your life's legacy.

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That’s why I founded Legacy Planning(c).

Because legacy isn’t a line in a will, family constitution, governance document or a philanthropic foundation.
It’s the values you live by, the influence you steward, the wisdom you preserve, and the impact you choose—while you still can.

Most legacy plans are treated as an afterthought.
I believe your legacy deserves to be designed as intentionally as your business strategy—
With a personal coach and trusted advisor who can hold the complexity, emotion, and ambition of what you truly want to leave behind.

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This is about more than just heirs or estate planning.
This is about answering the deeper questions:

• What will you stand for when the deals are done?

• How will your story live on, and where is it incomplete?

• What will you regret not having said, shared, or led with?
   

Working with a legacy coach, as one of your advisors, isn’t indulgence—it’s insights.
It’s structure for your unseen wealth: your character, vision, relationships, and lived wisdom.
And it’s the one investment that outlasts you—because it lives on through others.

My mission is to help individuals like you articulate, align, and activate a holistic legacy—one that brings peace of mind now, and ripples of meaning long after you’re gone.

If that resonates with you, it would be an honor to guide the next chapter.

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Best regards,
Angelina Carleton
Founder, Design Your Legacy