Family Advising Toolkit

This foundational experience facilitates a deep conversation around transitioning the full weight of the family’s wealth and legacy, not just transferring it. Families explore how their memories, values, and pursuits are lived and expressed around the family table—one from the past, present, and future. This tool sparks reflection on family priorities, legacy needs, and generation influences, and sets the table to further explore opportunities to grow intellectual, social, human, emotional, and spiritual capital across generations.

This interactive exercise expands the definition of wealth, helping families visualize and assess their overall well-being, purpose, and impact. By identifying key drivers of personal fulfillment and shared legacy, families gain insight into where they are today and where they want to invest—emotionally, spiritually, and socially—to live richer, more purposeful lives.

Item descriptionThis immersive tool helps individuals explore the story of their "organic legacy"—the impact one naturally leaves on their surroundings through relationships, values, and achievements in life. Using 100 coins, participants assign how many coins are needed for each of the 6 Jukebox’s that make up the orchestra of your organic legacy. This exercise often reveals gaps between intention and action, sparking important conversations about aligning legacy goals with present-day values. Families walk away with a clear understanding of the story they are writing—and the legacy they want to live.

Inheritance by nature involves a lack of choice, but identifying and understanding a fuller picture of what is being transitioned to individuals across generations is invaluable to successful families. This tool identifies the values, beliefs, and experiences that represent nonfinancial assets of an individual and the outcomes are used to create a framework of where and how families can cultivate and communicate intangible forms of wealth.

Money is more than a number or an amount- it is a component of wealth that is shaped by stories, beliefs, and assumptions. This self-reflection tool helps individuals and families uncover the unconscious "Old Money Messages" that have shaped their relationship with wealth. From there, we guide them in creating a new, values-based "Money Message" that fosters healthier decision-making, reduces tension, and supports legacy and estate planning with intention and clarity.

Our childhood is where the lens which we use to see the world is formed. For some of us the lens we first used is the one we still use today, and others have their perception changed over time. Understanding how, where, and who molded your view of the world at an early age can deliver clarity and meaning about questions related to your why.  A memory from childhood can open doors to share more about our values, purpose, and goals in life and help articulate a story that binds them.

With 52 unique characters in a deck of cards and hundreds of games- there is always an opportunity to shuffle the deck. We are all dealt cards in life, some of us are fortunate enough to deal our own, what is really important is not what cards you are holding but how and when you play them. Reshuffling your Deck is a personal reflection tool used to identify root causes of systemic challenges and build effective strategies to problem solve complex family dynamics.