Free Download
The book every founder family needs to read before succession.
Most families spend months on the legal and financial structure of their transition. Almost none ask the one question that determines whether any of it will hold.
Legacy asks that question. And it shows you what to do with the answer.
"Modern shamans... holding the space for what matters most."
James E. Hughes Jr. — Author, Family Wealth"What a wonderful book. It delivers so deeply on how to have a deep, honest and consequential family discussion."
Dennis T. Jaffe PhD — Author, Borrowed from Your GrandchildrenNo spam. Just the book. Unsubscribe anytime.
What's Inside
Legacy answers the questions most families spend decades avoiding.
Why 70% of family wealth transitions fail
The research is clear. Almost never the money. It's the conversations nobody had before the pressure arrived.
The one question no succession plan asks
Are the relationships in this family strong enough to carry the plan? That's the question that determines everything else.
What Relational Due Diligence looks like
The same rigour you apply to the financial structure, applied to the relationships the plan depends on.
How to have the conversation that changes everything
Not a family meeting. Not mediation. Something simpler and harder than both.
Building a Family Legacy Mission
The north star that makes every decision after succession easier — for this generation and the next.
Stories from real families
What it actually looks like when a family does this work, and what becomes possible on the other side.