90-Minute Legacy Calibration

Service Description

A Strategic Alignment Session You have probably optimized your estate. Your Trusts are secured, your tax strategies are locked, and your assets are insulated by great legal counsel. Yet when you look toward the horizon, a deeper question remains unanswered: Are your heirs (or spouse/partner) prepared to receive what you have built? Or will your lifetime of achievement inadvertently create a burden, entitlement, or distance? This Legacy Calibration is a private, intensive Zoom session designed specifically for founders and wealth creators navigating the complex human architecture of wealth transfer. Together, we will 'name' the friction points in your family’s generational transition and map a precise path to relational alignment. What We Accomplish in 90 Minutes 1. Diagnose the Generational Gap: Map the friction points between your foundational "skills" and your heirs’ expectations. 2. The Multi-Capital Audit: Evaluate your family’s alignment across the 5 non-financial capitals: Human, Relational, Intellectual, Cultural, and Stewardship. 3. The Preparedness Assessment: Identify whether your heirs possess the necessary Stewardship Quotient (SQ) to manage influence, not just capital. 4. Your Generational Roadmap: Walk away with a clear, actionable 3-step strategy to initiate high-trust legacy conversations with your family. Why a Advisor Who is Neither an Attorney nor a Financial Planner is Your Most Critical Asset. Many affluent individuas ask: “Why should I work with Angelina if she doesn't draft wills or manage portfolios? ”The answer lies in a fundamental truth: A will protects assets, but a legacy protects people. [Attorneys & Wealth Managers] ──> Focus on the ASSETS ("The Capital") ▲ │ ── Bridged by Angelina Carleton ▼ [Legacy & Alignment Advisory] ──> Focus on the PEOPLE ("The Consciousness") Traditional advisors are technically brilliant, but their scope is legally and financially bound. They focus on the mechanics of the transfer, not the readiness of the humans receiving it. Here is why our skill sets are the essential component to your existing wealth team: We are Fluent in the Language of Human Infrastructure: Backed by 12 years of Co-Active coaching sessions, we address the emotional terrain that attorneys and planners are not equipped to touch—including resentments, entitlement, PTSD and identity. A Conflict-Free, Objective Advocate: Because we do not manage your money.