Legacy Sync
Legacy Sync

Connecting Your Values & Valuables...for Generations

Connecting Your Values & Valuables...for GenerationsConnecting Your Values & Valuables...for GenerationsConnecting Your Values & Valuables...for Generations

a Mission driven company

Our Why

We believe that true wealth extends far beyond financial assets.  


The Problem: Families today are losing their key storytellers—those who pass down the wisdom, experiences, and values that shape a family’s identity. 


At the same time, traditional estate planning often focuses almost exclusively on financial assets. The result is that wealth may transfer, but the deeper meaning, purpose, and values behind it are often lost. There is a growing need to ensure that family wealth and family values are intentionally passed on together, working in sync across generations. 

  

The Risk: Without a clear articulation of family values, wealth often falls into the classic “shirtsleeves to shirtsleeves in three generations” cycle. Over time, both assets and the wisdom behind them erode as the original wealth creators—and the family storytellers who carried those lessons forward—are no longer present to guide the next generation.


The Solution with 7thGen Wealth:  We help families thrive and preserve the wisdom behind their wealth, not just the capital.   We exist to help families break this cycle and put their legacy in motion—building what we call a 150-year family and helping them connect their values to their valuables.

Wealth is already moving.

 The United States is currently in the middle of what many researchers call the “Great Wealth Transfer” — the largest intergenerational transfer of wealth in history. 


Current estimates from Cerulli Associates project that approximately $84 trillion to $124 trillion will move from older generations to heirs and charities between now and roughly 2045–2048. 

Our CORE Focus AREAS

Group of people sitting together

Family Legacy Coaching

Our core passion is teaching, coaching and guiding families to thrive for  generational impact.  We will help you articulate your unique family Vision, Mission and Values statements using our proven process.


Our services are for married couples, young couples, widows, singles and blended families.  Anyone can benefit from the time spent.


Typically this planning is part of your overall estate planning or the result of a life event, such as an inheritance or selling a business.


Most families initially engage with us through our Family Legacy Workshops (virtual or in person).

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Estate Planning & Risk Management

We provide a comprehensive Audit of your current estate plan and then provide solutions to Align your current plan with your values.  


We also help families identify and eliminate risk in their estate plans.  We stress test your plan and identify blind spots and risk areas that might leave you vulnerable or hinder your success.


Our planning process is based on delivering Clarity, Alignment and Family Communication in your estate plan.


 See where you stand today!


Answer 10 honest questions. Receive your Legacy Readiness Score and a personalized gap analysis — in under 5 minutes. 

Our Legacy Alignment Assessment

Our Legacy Lab Process

Clarity

Communication

Alignment

Through our Family Legacy Workshop experience, we want your family to gain key insights and tools to shape your next steps. 


You’ll gain from:

  • A new understanding of the purpose of family
  • A framework to guide your family communication
  • The creation of your own Family vision, mission, and values statements to guide generations (Key deliverable)
  • Practical tools to begin implementing these concepts


No matter the stage your family is at, you will find applicable teaching and insight for all life seasons. 


You’ll leave with a family plan you can continue to grow and refine.

Alignment

Communication

Alignment

Stage 1: Goals & Gaps Analysis


  • Goals Conversation around the 5 Key Areas of Legacy including Personal, Family, Financial, Business & Charitable
  • Review current Estate Plan & Balance Sheet 
  • Create Family Legacy Goals & Gaps Analysis with deliverable report identifying Gaps vs Family Goals and Observations to Align them efficiently.
  • Family Risk Architecture Audit - coverage purpose, gaps, ownership, beneficiaries, estate liquidity, disability, long-term care, and ongoing policy fit.



Stage 2: Estate Strategy & Implementation


  • Align estate plan to meet family goals.
  • Comprehensive Estate Plan Report with a Description of Strategies including Key Benefits, Planning Concepts, Timeline to Implement and a Summary comparison of estate beneficiaries with current vs proposed plan.


Communication

Communication

Communication

Lead your family through a customized and personal 7thGen Consulting Process. 


  1. Discovery 
  2. Communication 
  3. Alignment
  4. Implementation
  5. Celebration  


This is typically a monthly or quarterly meeting cadence that provides the practical framework to help families "connect their values to their valuables."


Prepare the next generation of your family  to steward wealth and the family purpose. 


Consulting arrangements typically range from 6 to 18 months and some for years.



A family walking together

WORK WITH EXPERIENCED EXPERTS

Being certified by 7th Gen Consulting, one of the most respected family legacy training and resource firms in the US,  reflects our deep level of commitment to helping families move beyond traditional estate planning into true legacy stewardship. This certification means we have invested time and money to offer our families timely, relevant solutions.  


We are trained in a proven process that helps your family articulate your values, strengthen communication across generations, and align your wealth with a shared purpose. For the families we serve, this is a meaningful distinction—it ensures that conversations about trusts, taxes, and structures don’t happen in isolation, but are guided by what matters most to the family. 


The result is not just an efficient transfer of assets, but a thoughtful transition of wisdom, responsibility, and unity that can endure for generations. 

Take the first step... Our Virtual Family Legacy Workshops

Learn More

Estate Planning & RISK MANAGEMENT education

Estate Planning Basics

Estate Planning for High Net Worth Individuals

Business Succession Planning

We educate and guide clients through the estate planning process, including their wills, trusts, powers of attorney, and healthcare directives.

How do you want to leave assets to heirs - either outright or graduated over time?

Business Succession Planning

Estate Planning for High Net Worth Individuals

Business Succession Planning

We assist business owners with succession planning, ensuring that their businesses can continue to thrive even after they retire, become disable or pass away.

Estate Planning for High Net Worth Individuals

Estate Planning for High Net Worth Individuals

Estate Planning for High Net Worth Individuals

Our primary focus is protecting wealth and avoiding surprises.  Strategies to help reduce taxes is another major focus.

Estate Planning for Blended Families

Estate Planning for Blended Families

Estate Planning for High Net Worth Individuals

 For blended families,  estate planning is one of the most important steps a remarried couple can take to protect each other and ensure their wishes are carried out.  Estate planning creates clarity, protects the surviving spouse, preserves inheritances for children from prior marriages, and helps avoid unintended outcomes and family conflict. 

Estate Planning for Digital Assets

Estate Planning for Blended Families

Estate Planning for Digital Assets

We help clients protect their digital assets, including social media accounts, cryptocurrency, and other online property, through estate planning.

Risk Management

Estate Planning for Blended Families

Estate Planning for Digital Assets

Through our independent platform of experts in all areas of insurance, we help families audit their current risk management program.  


We work hard to identify and quantify all family risks and then determine the most efficient strategies to assume and/or transfer that risk.

Client Stories

Start Your Legacy Journey

Contact Information

Email:  brian@7thgenwealth.com

Schedule a Discovery Call Today

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