
Legacy Builder | Legacy Governance Package
This isn’t just paperwork—it’s peace of mind for generations to come. Our exclusive package is crafted for families who want their love, values, and hard-earned success to live on long after them. With an Advanced Trust Setup built for succession and multi-generational growth, a Family Governance Plan that trains and unites heirs under a shared mission, and a private 90-minute Legacy Strategy Session to design your personalized blueprint—you’ll gain more than protection.
You’ll create a future where your family is guided, empowered, and forever connected by the legacy you’ve built.
What’s Included:
✅ Advanced Trust Setup (with succession + multi-generational planning)
✅ Family Governance Plan (family mission, heir training, stewardship system)
✅ 1:1 Legacy Strategy Session (90 min, personalized blueprint)
This isn’t just paperwork—it’s peace of mind for generations to come. Our exclusive package is crafted for families who want their love, values, and hard-earned success to live on long after them. With an Advanced Trust Setup built for succession and multi-generational growth, a Family Governance Plan that trains and unites heirs under a shared mission, and a private 90-minute Legacy Strategy Session to design your personalized blueprint—you’ll gain more than protection.
You’ll create a future where your family is guided, empowered, and forever connected by the legacy you’ve built.
What’s Included:
✅ Advanced Trust Setup (with succession + multi-generational planning)
✅ Family Governance Plan (family mission, heir training, stewardship system)
✅ 1:1 Legacy Strategy Session (90 min, personalized blueprint)