Give added value to your clients.

An estimated 30 trillion-dollar wealth transfer is currently underway as baby boomers pass away.  According to an InvestmentNews survey of 544 advisers, 65% of children fire their parents’ financial after they receive their inheritance. If you are an estate planning professional, we want to help you build multi-generational conversations and become a trusted advisor for the entire family.  The Legacy Family Revolution is about giving families the tools to pass down legacies through generations and setting them up for real success.

Learn how Legacy Family planning can grow your business