Legacy & Life Design
Every legacy and life design begins the same way: a person, a couple, sometimes a whole family, standing at a threshold, wondering what comes next.
The wondering may sound like this: What do I do with all this freedom? What do I actually want now? What was all of it for? And underneath those, maybe one more: am I even asking the right questions?
From there, we walk a path together, in order, at your pace, beginning wherever you are. We call it the Lived Legacy Approach™.
- First, clarity: true answers to what you want now, and what matters most.
- Then, expression: those answers take shape, in how you live your days and in what you choose to bring to life.
- The path is marked by five verbs: sit, decide, live, build, belong.
2 steps, taken in order.
First, clarity: true answers to what you want now, and what matters most.
Then, expression: those answers take shape, in how you live your days and in what you choose to bring to life.
The First Sitting
…for when there is something you have not said out loud, because there has been no one who would truly understand it.
Seventy-five private minutes with someone who has sat with hundreds of people at this same kind of threshold. You say the things you have not said. You learn what this actually is, what it is not, and where to go from here. And you leave with all of it, written for you, in pages worth keeping.
Legacy Design
…for when the next chapter is waiting on you, and there is too much in play to see it clearly.
Together we look at your whole life at once: your money, your relationships, your days, your health, what you actually want. Then you decide the shape of the next chapter, and together we design it.
Legacy Living
…for when you have decided things before, and watched them fade back into the old routine.
We stay beside you, and bring in the right people as you need them, while you live the new decision, until it is your life and not just a plan.
Legacy Build
…for when the next thing is clear, and you want it built well.
The venture, the book, the home, the foundation, the philanthropy, the family repair long overdue: you name it. We gather the team, conduct the build from start to finish, and it comes to life.
LivWeal Collective
…for when the new life is underway, and you want to stay true to it.
A private circle of others who have walked this path, gathering through the year to keep one another true to the lives they have designed and the legacy projects they are building.
Some conversations are best had in company. Three times a year we open a small room: Dear Money, Let's Talk. Dear Legacy, Let's Do This. Dear Life, Yes Please. A family office, a firm, or any private group can also have us guide a room of their own.
Not ready for a conversation?
Where You Stand takes three private minutes, and asks nothing of you.
Reach us
Inquiries are handled personally and with discretion.
Office
FAQs
Answers for leaders considering the work. If your question is not here, write to us.
Accomplished leaders in a season of transition. You have already built much. The work is about designing what comes next with intention.
We begin with a private conversation. From there, we move through the Six Zones at a pace that fits your season. The work is unhurried and deliberate.
Engagements are monthly or yearly. We keep a small number of leaders at a time. This is deliberate, so the attention never thins.
Most advisory sessions are private and can be held remotely. Retreats and ateliers are in person, in small rooms, by design.
Yes. Use the application on this page. We respond within two business days. The first conversation is always private.
Still have questions?
Write to us directly. We answer every inquiry personally.