Families of wealth don’t build a legacy to pass on so the NextGen can buy a sports car and wrap it around a tree. They hold the intention to want to give the best of themselves, as well as their assets, but aren’t sure where to start. From emotional and relational perspectives, what are the bigger reasons around designing a legacy? What is enough … or how much is enough in defining enough-ness? What values have we accepted around money from our families? In this episode, hostess Angelina Carleton speaks with property investor Linda Southwood about what we learned about money growing up, especially the good things. She shares her tips for balancing expectations with philanthropy, offering firsthand experience of what worked in her life with her children. You’ll learn there are different ways of relating to money, such as “debt proofing” your kids so they know where their money is going. Tune in and learn how you can design your holistic legacy plan starting with honest conversations around money and philanthropy… to focus on what’s truly meaningful. Learn more about Linda at https://www.culbonecoaching.co.uk. - There is a white space between financial planning and estate law where a coach/advisor can expand the conversation around your legacy. Without a values-based plan, you could go in the wrong direction. When you design your legacy using our framework, happiness and meaning follow. Since 2014, Angelina has advised both individuals and families on their holistic legacy planning. To learn more, and get two chapters from Angelina Carleton’s book, “Design Your Legacy: 60 Days to Master Defining, Developing and Executing your Personal Legacy and More”, please download our free Legacy Planning© Report PDF on individual and family legacy plans right now by visiting: http://www.DesignUrLegacy.com To learn more about designing your holistic legacy plan in advisory services, please see http://www.DesignUrLegacy.com/ I hope you learn and enjoy! 👉 If you enjoy this video, please like it and share it. 👉 Don't forget to subscribe to this channel for more updates. 👉 Subscribe now: ▶️ Please subscribe: / @your-legacy 💢 Be sure to follow Angelina: 💠 Twitter : / designurlegacy 💠 Website : https://www.DesignUrLegacy.com/ 💠 LinkedIn : https://bit.ly/LinkedIn_LegacyPlanning 💠 Apple podcast : https://bit.ly/design-your-legacy-pod... 💠 Published Articles: https://www.angelinacarleton.com/arti... 💠 Facebook : / designurlegacy 💠 Pre-Order Book : https://www.angelinacarleton.com/shop 💠 Future Course : https://www.angelinacarleton.com/the-... Angelina is a published author and for 9+ years, Legacy Planning© has coached individuals from the wealthy to entrepreneurs of all ages. Angelina has spoken on niched platforms such as “ASmallWorld”, Social Secharity (Endow America Network Foundation) and African Family Firms on the subject of legacy. She has been published with Alliance (a Philanthropy website blog), Women in Family Business, and Thrive Global to broaden the conversation around holistic legacy planning to include topics such as succession, leadership roles for women and building a strong support network. Angelina urges her viewers and clients to make their holistic legacy their priority, passion and contribution. She domiciles in Southern California and started Legacy Planning© in 2014. Email for inquiries: info@angelinacarleton.com. *Do you have the character to design a holistic legacy? - #HolisticLegacyPlanning #LegacyPlanning #EstatePlanning #FinancialPlanning #FamilyWealth #WealthManagement #EstatePlan #FamilyTrust #InheritancePlanning #AssetProtection #advisor #advisory #WealthPlanning #Trustees #LegacyGoals #FutureGenerations #SuccessionPlanning #FamilyBusiness #FamilyLegacy #EstatePlanningTip

Are you an online influencer who needs to protect your Name, Image and Likeness? In the world of asset protection, learning about how to protect your intellectual property is often skipped over. Licensing your name, understanding the value of your phone number and learning about minor as well as adult guardianships can turn your blind spots into an opportunity to build your team. In an era where retaining a tax planner is smart design of your legacy planning, so too is the idea of adding a business manager to your team as an entrepreneurial when the time is right. In this week’s episode, Angelina Carleton chats with Scherrie Prince, Esq, an attorney who has learned the hard way why proper planning is so important. After losing her mother at age 16 and watching her family’s 150 acre farm be divided up in an atmosphere of little to no trust, she emphasizes how constant communication is better than quarterly communication. Scherrie brings a real life perspective, challenging the lack of exit planning most individuals have because they haven’t built in any legal protections. She introduces the concept of equity stripping as one remedy ... tune in and learn more tips to transform your ‘lack of knowledge’ into your ‘game plan’ and how Ms. Prince is designing her legacy as a pioneer in her family! Learn more about Scherrie at www.linkedin.com/in/scherriespeaks. - There is a white space between financial planning and estate law where a coach/advisor can expand the conversation around your legacy. Without a values-based plan, you could go in the wrong direction. When you design your legacy using our framework, happiness and meaning follow. Since 2014, Angelina has advised both individuals and families on their holistic legacy planning. To learn more, and get two chapters from Angelina Carleton’s book, “Design Your Legacy: 60 Days to Master Defining, Developing and Executing your Personal Legacy and More”, please download our free Legacy Planning© Report PDF on individual and family legacy plans right now by visiting: http://www.DesignUrLegacy.com To learn more about designing your holistic legacy plan in advisory services, please see http://www.DesignUrLegacy.com/ I hope you learn and enjoy! 👉 If you enjoy this video, please like it and share it. 👉 Don't forget to subscribe to this channel for more updates. 👉 Subscribe now: ▶️ Please subscribe: / @your-legacy 💢 Be sure to follow Angelina: 💠 Twitter : / designurlegacy 💠 Website : https://www.DesignUrLegacy.com/ 💠 LinkedIn : https://bit.ly/LinkedIn_LegacyPlanning 💠 Apple podcast : https://bit.ly/design-your-legacy-pod... 💠 Published Articles: https://www.angelinacarleton.com/arti... 💠 Facebook : / designurlegacy 💠 Pre-Order Book : https://www.angelinacarleton.com/shop 💠 Future Course : https://www.angelinacarleton.com/the-... Angelina is a published author and for 9+ years, Legacy Planning© has coached individuals from the wealthy to entrepreneurs of all ages. Angelina has spoken on niched platforms such as “ASmallWorld”, Social Secharity (Endow America Network Foundation) and African Family Firms on the subject of legacy. She has been published with Alliance (a Philanthropy website blog), Women in Family Business, and Thrive Global to broaden the conversation around holistic legacy planning to include topics such as succession, leadership roles for women and building a strong support network. Angelina urges her viewers and clients to make their holistic legacy their priority, passion and contribution. She domiciles in Southern California and started Legacy Planning© in 2014. Email for inquiries: info@angelinacarleton.com. *Do you have the character to design a holistic legacy? - #HolisticLegacyPlanning #LegacyPlanning #EstatePlanning #FinancialPlanning #FamilyWealth #WealthManagement #EstatePlan #FamilyTrust #InheritancePlanning #AssetProtection #advisor #advisory #WealthPlanning #Trustees #LegacyGoals #FutureGenerations #SuccessionPlanning #FamilyBusiness #FamilyLegacy #EstatePlanningTip

Succession! To get results, how do you transition and keep communication open? How do you communicate your vision with those involved in the family business and those who benefit? How do you keep everyone up to speed within the group as well as handle group differences? As a second generation of a family business, Dr. Steve Fultz experienced the overall transition between the initial ‘Mom and Pop’ enterprise to bringing in a management team, facing bigger problems as well as growth. Their family business was and is in 48 states as well as 30 countries and Steve has had to trust himself through every year and test! Now, he is bringing his daughter into the business. Don’t miss out on this chance to hear Steve speak into how he is designing his holistic legacy today based on his character, sense of pride and just being ‘a good person’… like how his grandparents were ‘salt of the Earth people’. A legacy is so much more than one’s finances … it is your name, handshake and trust created within yourself and with others to last because you are ‘grateful’ for those who have shaped your life. In this podcast, Angelina Carleton speaks with Dr. Steve Fultz about his best life and business lessons in the layers and challenges. Tune in now! Learn more about Steve at https://stevefultzphd.com. - There is a white space between financial planning and estate law where a coach/advisor can expand the conversation around your legacy. Without a values-based plan, you could go in the wrong direction. When you design your legacy using our framework, happiness and meaning follow. Since 2014, Angelina has advised both individuals and families on their holistic legacy planning. To learn more, and get two chapters from Angelina Carleton’s book, “Design Your Legacy: 60 Days to Master Defining, Developing and Executing your Personal Legacy and More”, please download our free Legacy Planning© Report PDF on individual and family legacy plans right now by visiting: http://www.DesignUrLegacy.com To learn more about designing your holistic legacy plan in advisory services, please see http://www.DesignUrLegacy.com/ I hope you learn and enjoy! 👉 If you enjoy this video, please like it and share it. 👉 Don't forget to subscribe to this channel for more updates. 👉 Subscribe now: ▶️ Please subscribe: / @your-legacy 💢 Be sure to follow Angelina: 💠 Twitter : / designurlegacy 💠 Website : https://www.DesignUrLegacy.com/ 💠 LinkedIn : https://bit.ly/LinkedIn_LegacyPlanning 💠 Apple podcast : https://bit.ly/design-your-legacy-pod... 💠 Published Articles: https://www.angelinacarleton.com/arti... 💠 Facebook : / designurlegacy 💠 Pre-Order Book : https://www.angelinacarleton.com/shop 💠 Future Course : https://www.angelinacarleton.com/the-... Angelina is a published author and for 9+ years, Legacy Planning© has coached individuals from the wealthy to entrepreneurs of all ages. Angelina has spoken on niched platforms such as “ASmallWorld”, Social Secharity (Endow America Network Foundation) and African Family Firms on the subject of legacy. She has been published with Alliance (a Philanthropy website blog), Women in Family Business, and Thrive Global to broaden the conversation around holistic legacy planning to include topics such as succession, leadership roles for women and building a strong support network. Angelina urges her viewers and clients to make their holistic legacy their priority, passion and contribution. She domiciles in Southern California and started Legacy Planning© in 2014. Email for inquiries: info@angelinacarleton.com. *Do you have the character to design a holistic legacy? - #HolisticLegacyPlanning #LegacyPlanning #EstatePlanning #FinancialPlanning #FamilyWealth #WealthManagement #EstatePlan #FamilyTrust #InheritancePlanning #AssetProtection #advisor #advisory #WealthPlanning #Trustees #LegacyGoals #FutureGenerations #SuccessionPlanning #FamilyBusiness #FamilyLegacy #EstatePlanningTip

Business owning families often find themselves in need of frameworks and mechanisms to create continuity when it comes to communication, shared purpose and values. But many aren’t sure where to start when it comes to get-togethers, councils, constitutions, forums and committees. Wealth creators get caught up in the demands of the business, forgetting to learn how to nurture beliefs and behaviors of the NextGen – often not blocking out time to create reliable stewards. So how can you increase your family's awareness of your shared purpose, uniqueness, and philosophy to build trust? In today’s episode, Angelina Carleton is joined once again by Laura and Riccardo Gambineri, founders of Trusted Governance, to speak into how to supervise, shape and add to new family conversations around stewardship and governance. They shed light on the value of human interaction and the non-financial aspects often not discussed in family offices. By shifting the focus from pressure and expectations to rejuvenation and self-actualization, you’ll learn how to improve your family’s governance documentation and make sure all members feel heard at the table. Tune in and discover and how good governance can significantly influence your wealth preservation and family harmony. - Laura's Bio ("The Daughter"): Next to being the Founder of Trusted Governance, Laura Gambineri-Giese is a Managing Partner at VivaInsurance Services LLC, a tied intermediary to Crown Global Life Insurance Group. Here, her main areas of expertise include assisting HNWI’s professional advisors in the structuring of and around estate planning by enhancing the solutions with Private Placement Life Insurance with a particular focus on the US and UK. Laura maintains a global network and supports business partners in compliantly structuring wealth enhancing product designs for their clients in cross-border situations. In addition, she provides strategic advice, product design and structuring services for the Crown Global Life Insurance Group. Her higher education includes a Bachelor in International Business Management from the Euro-Business College in Hamburg, as well as a Master of Laws (finished with Distinction) from the University of Liverpool in International Banking & Finance Law. In addition, Laura is a TEP (Trust & Estate Practitioner) at STEP and has finished her Advanced Certificate (with Distinction) in Advising the Family Business as well as her Advanced Certificate (with Distinction) in Family Business Governance. Laura and Riccardo are not only connected by being family, but have been working professionally together for a decade. Riccardo's Bio ("The Father"): Next to being a Co-Founder at Trusted Governance, Riccardo Gambineri is a Managing Partner at VivaInsurance Services LLC, a tied intermediary to Crown Global Life Insurance Group. Here, Riccardo is the President responsible for the development and marketing of its Private Placement Life Insurance solutions issued by Crown Global and based in Zurich Switzerland. Riccardo joined Crown Global from Zurich Insurance Group Ltd., headquartered in Zurich, Switzerland, where he was the Head of Private Banking Solutions in Germany, Austria, Switzerland and the Northern and Eastern European countries. He was responsible for developing and distributing tailored private banking insurance solutions. He enjoyed higher education at University of Applied Sciences in Stuttgart Germany, Executive School of Management, University of St. Gallen in Switzerland, Vlerick Leuven Gent Management School in Belgium and was awarded from the University of Liverpool in England the Degree of Master of Laws in International Finance and Banking Law with Distinction. - About Legacy Planning(c): There is a empty space between financial planning and estate law where a Co-Active coach can expand the conversation of your holistic legacy planning. Our Story: We believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. We coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is defined and developed, more people will be able to experience freedom, fulfillment and satisfaction. Our Mission Statement: Developing a legacy is not normally a conscious endeavor, even if could be an end goal, which sometimes makes people feel directionless and overwhelmed. We wake up every morning and pave a way for "legacy design" so more people can live a happy and satisfying life. - If you need great coaching around planning your holistic legacy - because plans do not develop and execute themselves by good intentions alone - retain a Legacy Planning© advisor today at DesignUrLegacy.com.

One-hundred-year families, as well as new wealth creators, often procrastinate their holistic legacy planning because they don’t know where to start. And starting to fill in the foundational pieces can be a challenge when you have your head down focused solely on your business in your time and energy. So ... how can begin to map out your purse of knowledge and leverage a family office perspective? Is this even possible when you don’t even know the questions to ask? In this week’s episode, Angelina Carleton sits down with attorney Josh Kanter, founder of Leaf Planner, a virtual family owner’s manual that offers a comprehensive remedy to your family’s organization, education, communication and decision-making. After 20 years of running a family office, Josh speaks into the opportunities for new engagement and conversations. Mr. Kanter also highlights the key questions to ask when it comes to developing more trust, communication and connection. Tune in and learn how you too can 'turn a new leaf', and have your most important data in one secure online space! - Through Leafplanner and Josh Kanter Wealth Advisory Services, Mr. Kanter's goal is to share his experience, knowledge and tools to help the 100-year family survive and thrive by providing thoughtful, personalized family, business and legal consulting services to his clients. His passion is to think innovatively and strategically, and to use his education, training and experience in an integrated manner to solve complex problems and simplify complex systems in innovative ways that will benefit his clients. His dedication to business, coupled with his creative outlook, has led him to successfully hold executive level roles in various Kanter family-affiliated investment and philanthropic entities. After graduating from Emory University with a degree in Economics and Political Science, he continued his education at University of Chicago, where he earned a Doctor of Law degree in 1987. Immediately following his schooling, he joined the prestigious law firm, Barack Ferrazzano, serving as an attorney in real estate, corporate, and securities law. Following several years in the legal space, he decided to focus on his family business where he currently serves as President of Chicago Financial, Inc., a single family office overseeing a complex organization of trusts, investment and philanthropic entities for a multi-branch and multi-generational family. With experience in the areas including hedge fund investments, private equity, real estate, venture capital, and art, he continues to help direct these entities. - There is a white space between financial planning and estate law where a coach/advisor can expand the conversation around your legacy. Without a values-based plan, you could go in the wrong direction. When you design your legacy using our framework, happiness and meaning follow. Since 2014, Angelina has advised both individuals and families on their holistic legacy planning. To learn more, and get two chapters from Angelina Carleton’s book, “Design Your Legacy: 60 Days to Master Defining, Developing and Executing your Personal Legacy and More”, please download our free Legacy Planning© Report PDF on individual and family legacy plans right now by visiting: http://www.DesignUrLegacy.com To learn more about designing your holistic legacy plan in advisory services, please see http://www.DesignUrLegacy.com/ I hope you learn and enjoy! 👉 If you enjoy this video, please like it and share it. 👉 Don't forget to subscribe to this channel for more updates. 👉 Subscribe now: ▶️ Please subscribe: / @your-legacy 💢 Be sure to follow Angelina: 💠 Twitter : / designurlegacy 💠 Website : https://www.DesignUrLegacy.com/ 💠 LinkedIn : https://bit.ly/LinkedIn_LegacyPlanning 💠 Apple podcast : https://bit.ly/design-your-legacy-pod... 💠 Published Articles: https://www.angelinacarleton.com/arti... 💠 Facebook : / designurlegacy 💠 Pre-Order Book : https://www.angelinacarleton.com/shop 💠 Future Course : https://www.angelinacarleton.com/the-... Angelina is a published author and for 9+ years, Legacy Planning© has coached individuals from the wealthy to entrepreneurs of all ages. Angelina has spoken on niched platforms such as “ASmallWorld”, Social Secharity (Endow America Network Foundation) and African Family Firms on the subject of legacy. She has been published with Alliance (a Philanthropy website blog), Women in Family Business, and Thrive Global to broaden the conversation around holistic legacy planning to include topics such as succession, leadership roles for women and building a strong support network. Angelina urges her viewers and clients to make their holistic legacy their priority, passion and contribution. She domiciles in Southern California and started Legacy Planning© in 2014. Email for inquiries: info@angelinacarleton.com. *Do you have the character to design a holistic legacy?

It’s a common oversight for NextGen family members – finding a vision all your own, after a leadership change, all the while skipping over the branding bit when both could be an accelerator, game changer and force multiplier. Branding creates notoriety, a visual recognition of your company as well as an emotional connection. So how do you transform your functionally-led company to that of an emotionally-led brand, in simplifying the complex and transforming your firm into a meaningful legacy to last beyond your years. In this week's episode, hostess Angelina Carleton discusses the journey of a family business over 60+ years with Ed Delia, offering insights into how you can weave your values into your legacy. He asks ‘what are you left with after the moments?” whether you are winning as a champion or in the ‘sensibility of time’ when fully engaged. Listen to receive both wisdom and Ed’s real life experiences to inspire you to design your legacy with ‘old world honesty’ today! - Ed Delia became President of Delia Associates in 1998, assuming full control of the company founded by his father, Michael A. Delia, in 1964. Under Ed’s leadership, Delia Associates has contributed directly to the success and growth of a wide variety of clients, from global to regional organizations. The firm has helped many businesses to grow and expand their sales opportunities through the development and implementation of highly successful brand-based programs. Known for its business-centric creativity, Delia Associates has received numerous professional awards and industry commendations. Under Ed’s direction, Delia Associates developed and launched a proprietary brand development system designed to take customers through a detailed process that results in the development of a unique brand identity platform. This innovative and self-contained system, called The Brand Leadership Solution™, was first introduced in September 2003. To date, it has been successfully used to launch, introduce, or revitalize more than 200 brands. Ed earned the distinction of being named one of NJBIZ’s “Forty Under 40,” which recognizes up-and-coming business leaders in New Jersey. He is a past recipient of Somerset County’s Outstanding Business Person of the Year. Ed was also recognized with two Chapter Achievement Awards while serving on the board of the Entrepreneurs’ Organization NJ Chapter. Ed is one of only 250 professionals nationwide to be designated a Professional Certified Marketer (PCM) by the American Marketing Association. - There is a white space between financial planning and estate law where a coach/advisor can expand the conversation around your legacy. Without a values-based plan, you could go in the wrong direction. When you design your legacy using our framework, happiness and meaning follow. Since 2014, Angelina has advised both individuals and families on their holistic legacy planning. To learn more, and get two chapters from Angelina Carleton’s book, “Design Your Legacy: 60 Days to Master Defining, Developing and Executing your Personal Legacy and More”, please download our free Legacy Planning© Report PDF on individual and family legacy plans right now by visiting: http://www.DesignUrLegacy.com To learn more about designing your holistic legacy plan in advisory services, please see http://www.DesignUrLegacy.com/ I hope you learn and enjoy! 👉 If you enjoy this video, please like it and share it. 👉 Don't forget to subscribe to this channel for more updates. 👉 Subscribe now: ▶️ Please subscribe: / @your-legacy 💢 Be sure to follow Angelina: 💠 Twitter : / designurlegacy 💠 Website : https://www.DesignUrLegacy.com/ 💠 LinkedIn : https://bit.ly/LinkedIn_LegacyPlanning 💠 Apple podcast : https://bit.ly/design-your-legacy-pod... 💠 Published Articles: https://www.angelinacarleton.com/arti... 💠 Facebook : / designurlegacy 💠 Pre-Order Book : https://www.angelinacarleton.com/shop 💠 Future Course : https://www.angelinacarleton.com/the-... Angelina is a published author and for 9+ years, Legacy Planning© has coached individuals from the wealthy to entrepreneurs of all ages. Angelina has spoken on niched platforms such as “ASmallWorld”, Social Secharity (Endow America Network Foundation) and African Family Firms on the subject of legacy. She has been published with Alliance (a Philanthropy website blog), Women in Family Business, and Thrive Global to broaden the conversation around holistic legacy planning to include topics such as succession, leadership roles for women and building a strong support network. Angelina urges her viewers and clients to make their holistic legacy their priority, passion and contribution. She domiciles in Southern California and started Legacy Planning© in 2014. Email for inquiries: info@angelinacarleton.com. *Do you have the character to design a holistic legacy?

Most families want high levels of achievement and business performance from their members. But they can often overlook one of the biggest foundational pieces in creating long term success: cultivating a legacy through socio-emotional wealth! Incorporating in “non-financial well-being” metrics leads to more meaningful conversations about the ‘why’ and ‘how’ of decisions, work-life balance and peace of mind. But how can you start when there are ‘too’ high of expectations – and what does this look like as a structure and a way forward? In today’s episode, Angelina Carleton speaks with Laura and Riccardo Gambineri, the founders of Trusted Governance where they help families find their shared purpose and embodiment of triumph. With a background in ‘private placement’ insurance, they share how families who invest into their legacy tend to be more united, purpose driven and philanthropic. They also share their personal legacy visions and the core values that drive them in their life’s decisions! Tune in now to hear the success stories and how you incorporate these insights into your legacy! - Laura's Bio ("The Daughter"): Next to being the Founder of Trusted Governance, Laura Gambineri-Giese is a Managing Partner at VivaInsurance Services LLC, a tied intermediary to Crown Global Life Insurance Group. Here, her main areas of expertise include assisting HNWI’s professional advisors in the structuring of and around estate planning by enhancing the solutions with Private Placement Life Insurance with a particular focus on the US and UK. Laura maintains a global network and supports business partners in compliantly structuring wealth enhancing product designs for their clients in cross-border situations. In addition, she provides strategic advice, product design and structuring services for the Crown Global Life Insurance Group. Her higher education includes a Bachelor in International Business Management from the Euro-Business College in Hamburg, as well as a Master of Laws (finished with Distinction) from the University of Liverpool in International Banking & Finance Law. In addition, Laura is a TEP (Trust & Estate Practitioner) at STEP and has finished her Advanced Certificate (with Distinction) in Advising the Family Business as well as her Advanced Certificate (with Distinction) in Family Business Governance. Laura and Riccardo are not only connected by being family, but have been working professionally together for a decade. Riccardo's Bio ("The Father"): Next to being a Co-Founder at Trusted Governance, Riccardo Gambineri is a Managing Partner at VivaInsurance Services LLC, a tied intermediary to Crown Global Life Insurance Group. Here, Riccardo is the President responsible for the development and marketing of its Private Placement Life Insurance solutions issued by Crown Global and based in Zurich Switzerland. Riccardo joined Crown Global from Zurich Insurance Group Ltd., headquartered in Zurich, Switzerland, where he was the Head of Private Banking Solutions in Germany, Austria, Switzerland and the Northern and Eastern European countries. He was responsible for developing and distributing tailored private banking insurance solutions. Riccardo has also held senior management positions at SWIFT, Clearstream Banking, Deutsche Börse AG, Capco and Commerzbank AG in Frankfurt, where he was Senior Vice President, investment banking. He enjoyed further and higher education at University of Applied Sciences in Stuttgart Germany, Executive School of Management, University of St. Gallen in Switzerland, Vlerick Leuven Gent Management School in Belgium and was awarded from the University of Liverpool in England the Degree of Master of Laws in International Finance and Banking Law with Distinction. - About Legacy Planning(c): There is a empty space between financial planning and estate law where a Co-Active coach can expand the conversation of your holistic legacy planning. Our Story: We believe the positive legacy of every human being can be realized. Most of us are not developing the kind of legacy that allows us to be as happy and satisfied as we'd like to be. We coach, think and speak about developing personal life legacies so that others can see a way forward with greater simplicity. If the path to your legacy is defined and developed, more people will be able to experience freedom, fulfillment and satisfaction. Our Mission Statement: Developing a legacy is not normally a conscious endeavor, even if could be an end goal, which sometimes makes people feel directionless and overwhelmed. We wake up every morning and pave a way for "legacy design" so more people can live a happy and satisfying life. - If you need great coaching around planning your holistic legacy - because plans do not develop and execute themselves by good intentions alone - retain a Legacy Planning© advisor today at DesignUrLegacy.com.

Are you struggling to create good family council meetings, to build on your written charter and constitution? What does it take to make your family business last 8 generations? No matter your industry, there can be seasons of family pruning just as there are times which it’s wise to not let discord from the board meetings impact the family time together. In today’s episode, Angelina Carleton speaks with Martha Stice, a 6th generation family shareholder of Siemer Milling Co., a leading processor of soft wheat flour in the US. She is the founding chair of the Siemer Family Council, and a director of Siemer Milling. While her primary focus has been the care and education of her 5 children, a touchstone of Martha’s vocation is community development and group governance. In numerous venues she has worked diligently to bring people together to both share life and also accomplish group goals. Her most important effort to date has been the collaborative effort to develop the Siemer Family Council and chair its work to see the extended Siemer shareholding family come closer together and carry our shared values into the next generation. Martha graduated from Baylor University with a Masters in Social Work. She has also completed the Family Governance Leadership Institute at Loyola University, Chicago. Listen in to learn how you can move through unexpected board meeting conflicts with candid, kind honesty and find the vulnerability to create new conversations to best prepare the Next and Now Generations. Learn more at www.siemermilling.com. - There is a white space between financial planning and estate law where a coach/advisor can expand the conversation around your legacy. Without a values-based plan, you could go in the wrong direction. When you design your legacy using our framework, happiness and meaning follow. Since 2014, Angelina has advised both individuals and families on their holistic legacy planning. To learn more, and get two chapters from Angelina Carleton’s book, “Design Your Legacy: 60 Days to Master Defining, Developing and Executing your Personal Legacy and More”, please download our free Legacy Planning© Report PDF on individual and family legacy plans right now by visiting: http://www.DesignUrLegacy.com To learn more about designing your holistic legacy plan in advisory services, please see http://www.DesignUrLegacy.com/ I hope you learn and enjoy! 👉 If you enjoy this video, please like it and share it. 👉 Don't forget to subscribe to this channel for more updates. 👉 Subscribe now: ▶️ Please subscribe: / @your-legacy 💢 Be sure to follow Angelina: 💠 Twitter : https://twitter.com/DesignUrLegacy 💠 Website : https://www.DesignUrLegacy.com/ 💠 LinkedIn : https://bit.ly/LinkedIn_LegacyPlanning 💠 Apple podcast : https://bit.ly/design-your-legacy-pod... 💠 Published Articles: https://www.angelinacarleton.com/arti... 💠 Facebook : https://www.facebook.com/DesignUrLegacy/ 💠 Pre-Order Book : https://www.angelinacarleton.com/shop 💠 Future Course : https://www.angelinacarleton.com/the-... Angelina is a published author and for 9+ years, Legacy Planning© has coached individuals from the wealthy to entrepreneurs of all ages. Angelina has spoken on niched platforms such as “ASmallWorld”, Social Secharity (Endow America Network Foundation) and African Family Firms on the subject of legacy. She has been published with Alliance (a Philanthropy website blog), Women in Family Business, and Thrive Global to broaden the conversation around holistic legacy planning to include topics such as succession, leadership roles for women and building a strong support network. Angelina urges her viewers and clients to make their holistic legacy their priority, passion and contribution. She domiciles in Southern California and started Legacy Planning© in 2014. Email for inquiries: info@angelinacarleton.com. *Do you have the character to design a holistic legacy? - #HolisticLegacyPlanning #LegacyPlanning #EstatePlanning #FinancialPlanning #FamilyWealth #WealthManagement #EstatePlan #FamilyTrust #InheritancePlanning #AssetProtection #advisor #advisory #WealthPlanning #Trustees #LegacyGoals #FutureGenerations #SuccessionPlanning #FamilyBusiness #FamilyLegacy #EstatePlanningTip

Most families only know their priorities when it comes to their work life. If you want to see total family health though in your relationships, to build on your already great habits, then you need to make your values a priority as well as a set of goals. But how can you know which values to protect and not compromise on when tested? If you’re not careful, you could end up with losing out on this precious time to build relationships when we can learn about one another’s visions through 8 workshops. In today’s episode, Angelina Carleton speaks with Alex Kirby, CEO of Total Family Management. He walks the listeners through an introduction of clarifying your values so as to leverage them to help you make decisions. Because no one says “more money” after a health scare, loss or car accident. You’ll learn how your legacy’s value includes more than just AUM (Assets Under Management) and how family coaching can add to your growth mindset for those whom are open to new ideas! If family therapy is not what your family needs but rather a process to stay proactive, then this episode is for you! - Alex Kirby is the Founder and CEO of Total Family Management. TFM is an expert-led, virtual workshop service for individuals and households that reduces burnout and clarifies connection, values and goals. Prior to this role, Alex worked as VP of Sales for Sandler and in commercial banking. He is a graduate of the University of Maryland in accounting and business management. Learn more at https://www.totalfamilymgmt.com. - There is a white space between financial planning and estate law where a coach/advisor can expand the conversation around your legacy. Without a values-based plan, you could go in the wrong direction. When you design your legacy using our framework, happiness and meaning follow. Since 2014, Angelina has advised both individuals and families on their holistic legacy planning. To learn more, and get two chapters from Angelina Carleton’s book, “Design Your Legacy: 60 Days to Master Defining, Developing and Executing your Personal Legacy and More”, please download our free Legacy Planning© Report PDF on individual and family legacy plans right now by visiting: http://www.DesignUrLegacy.com To learn more about designing your holistic legacy plan in advisory services, please see http://www.DesignUrLegacy.com/ I hope you learn and enjoy! 👉 If you enjoy this video, please like it and share it. 👉 Don't forget to subscribe to this channel for more updates. 👉 Subscribe now: ▶️ Please subscribe: / @your-legacy 💢 Be sure to follow Angelina: 💠 Twitter : https://twitter.com/DesignUrLegacy 💠 Website : https://www.DesignUrLegacy.com/ 💠 LinkedIn : https://bit.ly/LinkedIn_LegacyPlanning 💠 Apple podcast : https://bit.ly/design-your-legacy-pod... 💠 Published Articles: https://www.angelinacarleton.com/arti... 💠 Facebook : https://www.facebook.com/DesignUrLegacy/ 💠 Pre-Order Book : https://www.angelinacarleton.com/shop 💠 Future Course : https://www.angelinacarleton.com/the-... Angelina is a published author and for 9+ years, Legacy Planning© has coached individuals from the wealthy to entrepreneurs of all ages. Angelina has spoken on niched platforms such as “ASmallWorld”, Social Secharity (Endow America Network Foundation) and African Family Firms on the subject of legacy. She has been published with Alliance (a Philanthropy website blog), Women in Family Business, and Thrive Global to broaden the conversation around holistic legacy planning to include topics such as succession, leadership roles for women and building a strong support network. Angelina urges her viewers and clients to make their holistic legacy their priority, passion and contribution. She domiciles in Southern California and started Legacy Planning© in 2014. Email for inquiries: info@angelinacarleton.com. *Do you have the character to design a holistic legacy? - #HolisticLegacyPlanning #LegacyPlanning #EstatePlanning #FinancialPlanning #FamilyWealth #WealthManagement #EstatePlan #FamilyTrust #InheritancePlanning #AssetProtection #advisor #advisory #WealthPlanning #Trustees #LegacyGoals #FutureGenerations #SuccessionPlanning #FamilyBusiness #FamilyLegacy #EstatePlanningTip