
noun.
Family founder. Often the one holding everyone and everything together.
And the person who makes a decision to intentionally change their family story -
both now and for generations to come.
Research consistently shows that around 90% of wealth transfers fail by the third generation.
Please read that again.
Inheritance (of all kinds) is more important now than it ever has been. For many families, financial inheritance is the difference between long term stability and long term struggle. So when wealth transfers come with a 90% failure rate, there's a problem.
That's why Legacy Creators exists.
Traditional estate planning is simply about your legal documents and once you've got those done you're on your own! When you work with us, your legal documentation is step one - from there, we're in your corner for life.
We have developed a unique 5 minutes a day family operating system that makes your family richer in all the ways that matter.
Our hope is that, many generations of our family will be able to work with many generations of yours to (as we like to say)...
Grow gold together.
And create a legacy that grows from year to year and from generation to generation.
It will only take a few minutes and one of our specialists will review your answers. identify areas of risk and opportunity and provide you with recommendations tailored to you.

Begin with a Free Legacy Review
We start with a calm, confidential conversation.
You’ll answer a few thoughtful questions to help us understand:
- what you already have in place
- who the important people in your life are
- how aligned things currently feel.
We look at the whole picture,
and explain:
- what’s working well
- where there may be gaps, risks and opportunities
- what’s missing - legally, relationally, or generationally.
You’ll leave with clarity and a clear sense of what the next steps are for your family.

Lay Your Foundation
If there are any gaps in your current estate planning strategy, and you choose to work with us, we'll help you get everything you need in place so you can begin building the strongest short and long term plan for your family.
We can help you with :
- Lasting Power of Attorney
- Wills and Trusts
- Life Insurance
- Pensions
- Mortgages
- Equity Release
- Tax Planning
And much more.

Join the Club
While you get your full estate planning plan in place from a legal and strategic point of view, (whether through us or with another company) we'd love to invite you to join the Legacy Creators Club.
Inside you'll receive :
- Training on the Legacy Creators 'big picture' to show you what's possible for families who choose to step into this space intentionally.
- ContinUnity - our 5 minute a day family operating system that helps you preserve family stories and values, builds family culture and helps your family get richer in all the ways that matter (not just financially).
- Weekly Legacy Lounge live sessions where we discuss advanced integrated family legacy building and planning strategies. Join live, get your questions answered or watch the recordings in the members area at a time that suits you.
- Memoir Writing AI Coach.
- Our Live Forever Legacy Journal.
- Conversation Cards.
And mini trainings on every aspect of legacy creation.
