Family Legacy Movement

Multigenerational success is more than just passing wealth to the next generation. Your family’s legacy relies on proper stewardship, preparation, and education to ensure the wealth that you’ve built today can flourish for generations to come. Through expert guidance, best practices, and a direct focus on family harmony, we’ll help your family navigate the complexities of your wealth, including sharing a vision; preparing for future opportunities and communications, goal-setting, outlining responsibilities; and understanding the greater purpose and mission of your family wealth.

Family and legacy go hand in hand and most families in business have a desire to connect and contribute to sustaining their legacy across the generations. One way we do this is by sharing and maintaining the things we value, such as important traditions, milestones, personal histories, and the family’s beliefs and principles. In a family business, legacy is the connective tissue that binds the core purpose of the business, the family’s values, and meaningful achievements across multiple generations. It represents both tangible and intangible assets: the financial worth and the social and emotional value that the family has accumulated.

Host or Publisher Janice and Marcus Hardia