Design Your Legacy - 6 Months

Service Description

You are not starting from zero. You are starting from significance. This private 6-month co-active coaching engagement is designed for the HNW who are navigating a transition—personal, generational, or existential. It is particularly well-suited for those who are newly widowed, entering a next chapter after a major liquidity event, or stepping into responsibility as a rising NextGen steward of family wealth. At this level of success, the challenge is no longer accumulation. It is alignment. This engagement creates a confidential, high-trust space to orient yourself in the midst of complexity—whether you are rebuilding identity after loss, redefining purpose beyond achievement, or clarifying your role within a family system shaped by wealth, expectations, and legacy. Over six months, we focus on the foundation that must be set before long-term legacy decisions are finalized. This initial engagement supports you in: 1. Stabilizing identity during transition, grief, or role change 2. Clarifying personal values separate from inherited expectations or past chapters 3. Re-establishing decision confidence after loss, succession, or sudden responsibility 4. Naming unspoken emotional and relational dynamics within family systems 5. Defining what “enough,” “next,” and “meaningful” truly mean for you Whether you are single, partnered, or guiding a family, this work begins with internal governance—the clarity, emotional steadiness, and self-trust required before shaping external structures, philanthropy, or generational plans. This is not therapy, financial advice, or performance coaching. It is a disciplined co-active partnership that helps you think clearly, decide cleanly, and move forward without carrying unresolved weight from the past. Clients often describe this six-month engagement as: 1. A reset after loss or transition 2. A grounding force during periods of uncertainty 3. A bridge between inherited wealth and self-authored legacy 4. A rare space of privacy, depth, and non-judgment This six-month engagement is intentionally designed as a starting point—a way to work together without over-commitment, while laying the groundwork for longer-term legacy architecture should you choose to continue. Private. Bespoke. Discreet. Available by invitation or referral. If you are navigating a moment that will quietly shape the rest of your life—and your family’s future—this engagement offers the clarity to move forward with intention rather than momentum.