Preserving Wealth by Preserving Families

Welcome to Your Legacy Work

Legacy isn’t just about what you leave behind—it’s about how you live, love, and lead today.

I’m Dr. Shay, a Family Legacy Strategist supporting families as they navigate the emotional, relational, and financial dimensions of wealth across generations. I work with families who are navigating the emotional and relational dimensions of wealth, transition, and legacy. My work centers on helping families move from complexity to clarity, and from unspoken tension to shared purpose.

Through facilitated engagements and self-guided tools, I help families build frameworks of trust, communication, and continuity—so they can thrive across generations.

It may be time to begin this work if:

  • Your family is navigating change — a transition in leadership, roles, or wealth stewardship

  • A major life event (marriage, loss, inheritance, birth, or business change) has brought new questions to the surface

  • You’re preparing the next generation but aren’t sure how to equip them relationally

  • You want your legacy to reflect your values—not just your assets

  • You’ve outgrown old patterns and want to lead your family with more clarity and care

How I Can Support You

My services are designed to help your family explore and nurture what really matters. Together, we can plant the seeds to grow the trees that provide shade for generations to come.

ROOTED
Legacy Structure & Story Process
A high-touch engagement guiding families through reflection, vision-setting, structural alignment, and legacy education. ROOTED supports long-term stewardship by facilitating clarity, trust, and shared decision-making frameworks.

SEEDED
Legacy Alignment Sessions
A focused, three-session experience for families preparing for legacy conversations or transitions. We explore shared values, surface financial narratives, and co-create a roadmap for next steps.

Coming Soon!

Legacy, Rooted: (Workbook)
The Legacy Deck (Conversation Cards)
Self-guided tools to spark meaningful conversations around money, memory, and legacy.