Private Initial Consultation

Service Description

A strategic conversation for those who have mastered wealth—and are ready to master meaning, continuity, and impact. The challenges facing HNW individuals is no longer capital creation. It is capital coherence. Financial capital is abundant. Information is everywhere. Yet many successful individuals privately sense fragmentation: 1. Wealth has outpaced clarity 2. Decisions feel heavier, not freer 3. Family dynamics are more complex than balance sheets 4. Legacy is “important,” yet rarely given focused time 5. Identity beyond achievement feels undefined—or constrained The "Legacy Discovery Session" is a 90-minute, confidential dialogue designed for individuals who are no longer optimizing for survival, accumulation, or status—but for alignment, perpetuity, and intentional authorship. This is not therapy. It is not financial planning. It is not advice. It is a thinking partnership—grounded in the Co-Active methodology—where you are the authority, and the conversation surfaces what has been implicit, unspoken, or deferred. What We Explore Together 1. Your Legacy in All Forms of Capital We map not only financial capital, but: 1. Human capital (identity, energy, purpose) 2. Emotional capital (decision stress, unspoken pressure, conflict load) 3. Social capital (family, influence, trust, governance) 4. Intellectual capital (wisdom transfer, pattern recognition) 5. Reputational capital (narrative, visibility, discretion) 6. Spiritual or meaning capital (what makes this life coherent) 2. The Real Challenges of 2026 Including: 1. Inter-generational complexity and readiness 2. Emotional governance within wealth 3. Time scarcity and decision fatigue 4. Family alignment without control 5. Public vs private identity 6. The invisible cost of “having it handled” 3. The Gap Between What You’ve Built—and What You’re Living We identify: Where wealth supports your life; Where it subtly constrains it; What legacy currently means to you—and what it wants to become 4. Your Role Going Forward Not as founder, provider, or protector—but as: Steward; Architect; Guide; Or intentional releaser of control The Outcome: 1. Clarity on what matters now, not someday 2. Language for what you’ve been sensing but not naming 3. Insight into where legacy design—not more structures—is required 4. A grounded sense of next steps (with or without further engagement) This session is ideal for one who already understands capital—and recognizes the next decade is about integration.