Invite Only Dinners: Legacy Roundtable

Service Description

We host private, invite-only dinners for 6 to 8 patriarchs/matriarchs at discreet venues: "Navigating the Silent Wealth Gap: How to Pass On Ambition, Not Just Assets." Your children and next generations don't need to inherit your exact path to inherit your values. Let's build the framework that creates the win/win for all over a 3 hour dinner. $2,500 per guest or buy out all 8 spaces at the table for this gathering. You built, or your spouse/partner, an empire with clear values. But when you look across the family dinner table, is there a quiet, growing distance? It’s the unspoken paradox of wealth: the financial security you worked so hard to provide can inadvertently build a wall between you and the next generations. You want your heirs to inherit your drive, integrity, and vision—not just your balance sheet. Yet, discussing skills, capacities and access to resources often feels like navigating a minefield of expectations, silence, and/or misunderstandings. The Legacy Roundtable is a private, curated evening for 6 to 8 founders and/or their spouses/partners navigating this exact tension. This is not an estate planning seminar. Your lawyers and wealth managers have secured your assets; our focus is securing your alignment and relationships. Over an intimate, private dining experience, we create a rare, strictly confidential space to discuss the human architecture of wealth. What We Align: 1. The Stewardship Quotient: How to assess and cultivate your spouse and/or heirs' emotional and practical readiness to manage family influence, not just capital. 2. Translating Values: Bridging the gap between your foundational "grit" and their modern desires for autonomy, purpose, and social impact. Their and your needs and wants. 3. The Shared Covenant: Moving beyond rigid legal mandates toward a living family philosophy that preserves relationships across generations. An Invitation to Align: To preserve absolute confidentiality and foster deep, peer-to-peer dialogue, we limit each Roundtable strictly to eight seats. Seating: 6–8 vetted founders per evening. Investment: $2,500 per seat (fully credited toward your first session and/or package should you choose to partner with us for 6 or 12 months). Request Your Invitation: If you are ready to build a living bridge between your lifetime of building and the people you love most, let us begin. Submit your confidential inquiry to review dates and locations by emailing us at info@angelinacarleton.com.