The Legacy Gap Assessment
Discover Your Family's Wealth Preservation Score & Build a Legacy That Lasts for Generations
Why Most Wealth Transfer Plans Fail
70% of wealth transfers fail by the second generation, and 90% by the third generation.
The Problem
Most wealthy families focus exclusively on financial and tax planning, while ignoring the critical human elements that determine whether wealth survives across generations.
Without a comprehensive approach that addresses all aspects of wealth preservation, families face significant risks to their legacy.
The Solution
The Legacy Gap Assessment identifies critical vulnerabilities in your family's wealth preservation strategy across 5 essential dimensions.
By identifying these gaps now, you can take targeted action to ensure your wealth benefits multiple generations of your family.
What You'll Discover
The Legacy Gap Assessment gives you clarity on where your family stands today and what you need to focus on for long-term wealth preservation.
Your Legacy Readiness Score
Receive a personalized score that measures how prepared your family is to preserve wealth across generations.
Critical Gaps
Identify the specific vulnerabilities in your wealth preservation strategy that require immediate attention.
Actionable Recommendations
Get tailored strategies to address your specific gaps and strengthen your family's wealth preservation plan.
Potential Tax Savings
Uncover opportunities to optimize your tax strategy and preserve more wealth for future generations.
Family Cohesion Strategies
Learn how to strengthen your family's communication and governance to prevent conflict around wealth.
Risk Analysis
Identify hidden risks to your family's wealth that you may have overlooked in your current planning.