Virtual "Expat" Program

Service Description

Design a Legacy That Transcends Borders, Wealth, and Time Exclusive Coaching & Advisory for Global Citizens of Means Are you a globally minded individual or family living the expat lifestyle—navigating cultures, managing complex wealth, and striving for a meaningful life beyond financial success? If you're among the affluent class—working with private bankers, wealth managers, etc, —you likely already have a strong financial foundation in place. But true legacy planning goes far beyond spreadsheets or succession documents. You’re not just building wealth. You’re shaping a legacy! I offer personal coaching & advisory sessions for internationally minded individuals who want to intentionally craft an intentional and multi-generational legacy—one that integrates resource stewardship with emotional well-being, cultural identity, personal values, and impact. What Makes This Different? Legacy is no longer just about money. It’s about: • Values and Identity – Who are you, and what do you want to pass on beyond assets? • Recognition and Impact – How do you want to be remembered? What change do you want to inspire? • Influence/Leadership – How are you shaping your family, community, or causes? • Well Being/Longevity – How do you protect your energy, clarity, and mental wellness to truly enjoy your days? The Unique Challenges in 2025: Unprecedented Complexity • Living across cultures can create a sense of disconnection, even among family. My coaching brings clarity to your challenges and purpose. • The weight of responsibility, global uncertainty, and constant transitions can erode your mental health. My work supports emotional resilience and mindfulness-driven decision making. • Wealth and status can create social barriers. My coaching creates a space for deep, honest conversations that often don’t happen anywhere else. • With increasing lifespans and biohacking trends accelerating, we address how to align longevity planning with meaningful living today. What You’ll Gain / Short-Term: • Deep clarity on your personal and/or family's shared values • A structured framework to integrate wealth, values, and impact • Emotional alignment between generations and/or life partners • Relief from internal conflict and anxiety Long-Term Benefits: • A fully realized legacy that aligns with your vision and aspirations • Continuity of values and purpose • Enhanced family cohesion, trust, multigenerational harmony • A roadmap to fulfillment and contribution