The Legacy Portrait

Find everything you need to prepare and run a successful family meeting. Your financial professional will be a great resource for you during this time. 

FAMILY MEETING GUIDE

Plan and run your family meetings

Use this guide to plan the first of many family meetings, and to document your family's Legacy Portrait story. 
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INFOGRAPHIC

Stop this unhealthy cycle

Walk through the 'Shirtsleeves to Shirtsleeves' phenomenon on how your family's wealth could disappear.
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KICK-OFF VIDEO

Picture your
family here

This clip shows what the Legacy Portrait can accomplish for your family. It may be a helpful way to start your first family meeting.

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