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Trusted by families and their advisors
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  • Client Pathways
    • Financial Advisors
    • Current Wealth Holder
    • Next Generation
    • Family Business
  • Services
    • Solutions For Families
    • Solutions For Advisors
    • Family Stories
  • Academy
  • Resources
    • Blog
    • Surveys
    • Documents
    • Videos
    • Podcasts
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    • Overview
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Communicating Your Living Legacy – Virtual Family Education Series

By: Kristen Heaney
family, Legacy Planning, purpose, Uncategorized

Communicating Your Living Legacy – Virtual Family Education Series

April 8th, 2020

INTRO: Whether you’re together or separated from your family members right now, we know you’re doing your best to stay connected, and desiring to have meaningful conversations, but may be unsure where to begin. All of us are working to make vital pivots to adapt to this new reality, and facing unique challenges. None of this is easy. We are committed to serving you during this challenging time, so we’re sharing talking points and activities we commonly use in family meetings and workshops. We encourage you to implement them on your own and with your family to open dialogue and inspire you to thrive together.


 

TODAY’S ACTIVITY:  Challenging times, like we are experiencing now, have a way of bringing into sharp focus exactly what (and often who) is most important to us. As a result, we have a unique opportunity right now to self-reflect and ask ourselves:

 

Is the way I have been living my life aligned with my values –  am I LIVING my intended legacy?

How has this current reality sharpened my focus on what is most important?

How can I do an even better job communicating to my loved ones what I believe is most important?

 

These are some pretty big questions, so allow us offer some assistance! Watch this video, and download our tool, “Communicating Your Family’s Living Legacy” which offers prompts that will help you translate your thoughts into words that you may choose to share in written or verbal form with your loved ones. You’ll find peace in knowing that you are living your intended legacy every day of your life and that you’ve communicated all that you’d hoped to share with your loved ones.

Click HERE to open the video transcript.


IN CASE YOU MISSED IT: In our most recent blog series, “Family Quarantine Time,” we shared 14 posts with practical tips to encourage  family unity for those families living in the house together.

Also, check out the previous post in this series to discover your family’s true net worth via a sticky note activity you can do with your family.

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Legacy Capitals is a leading provider of training, coaching, and consulting services on topics such as wealth & values transfer, preparing the rising generation, family governance, legacy planning, and family philanthropy to financially successful families & family businesses, wealth advisors, family offices, and financial institutions.

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