In the realm of family business, legacy is often viewed as a destination. The moment of succession, the estate plan, or a specific and tangible transition event. But in reality, legacy is formed and shaped in every interaction between family members.

You’re seen and valued.

You know what to do when a client sells their company, inherits a large estate, or receives a settlement.

But what about the other reality, the one that’s harder to quantify?What about when a family receives sudden wealth while still grieving a parent?
What about the first-generation entrepreneur who just cashed out, but feels overwhelmed, disoriented, or disconnected from their roots?
What about the spouse who received a significant settlement and is quietly navigating both empowerment and loss?

For many of us experiencing cross-class growth, we’ve had to navigate new experiences and relationships that we may be the first in our families to experience. Perhaps you’re the first in your family to create significant wealth that you’ll be transferring to future generations. The question now isn’t just how to manage that wealth, it’s how to build a legacy.