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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Family meeting guide

Use this Legacy Portrait guide to plan the first of many family meetings.
Download digital guide

Pre-meeting checklist

Use this checklist to help ensure your first family meeting goes off without a hitch.
Download checklist

Family document locator

Use this Family Document Locator to record where your important files are safely stored, and how to get ahold of them quickly. 
Download family document locator

Download extra copies

Completed so many family meetings that you filled up your family meeting guide? Download printable extra copies below.
Download printables

Your family story

Use this template as a way to document what you stand for as a family. Capture your mission statement, family values and long-term vision.

Download document

Generational wealth infographic

Walk through the 'Shirtsleeves to Shirtsleeves' phenomenon on how your family's wealth could disappear.
Explore infographic

Research white papers

A lot of the time, our parents give advice based on lessons they had to learn the hard way. Had they only known...
Read white papers

Kick-off video

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