The Legacy Portrait


Make sure your wishes and end-of-life choices are understood. Discuss topics often seen as taboo like wills or estate plans. Prevent confusion about assumed wealth transfer.


Navigate tough conversations in a safe space. Unite differing opinions on equity/fairness. Encourage the next generation to be good stewards of your wealth.


Leave a legacy that goes beyond money. Strengthen family ties through shared values and vision. Put your mind at ease knowing your goals have been clearly understood.

Get the guide


Would regular family meetings boost communication and understanding?
Take a peek inside the program.


What's inside the guide?

Your family legacy

Capture your family’s mission statement, family values, and long-term vision.

Guidance and tools

Use our pre-meeting checklist, record meeting details, and document where important files are stored. 

'Gen-to-Gen' white paper series

Insights by generation
  • Look who's not talking
  • The retirement squeeze
  • Lost in translation
  • Millennials and retirement
  • From generation to generation

Look who's not talking!

The 'Sandwich' generations, Gen X-ers and Baby Boomers, are not talking to each other about retirement planning.
  • See how today's retirees aren't passing along realistic or practical advice to younger generations. 
  • Read about the growing dependence on younger generations to support their parents' retirement.
Read the white paper

The retirement squeeze

Taking care of both parents and kids makes retirement planning a big challenge.

  • Examine how prepared you are to deal with the squeeze.
  • Learn how the dueling demands of raising kids while helping out parents could be distracting you from retirement planning.
Read the white paper

Lost in translation

Research shows parents have learned lessons but struggle communicating.

  • You'll see how parents seem to be learning their lessons when it comes to retirement.
  • Take a look how how those lessons aren't translating into actionable advice for the next generation.
Read the white paper

Millennials and retirement: Irrational optimists?

Millennials are optimistic about their retirement future, but based on how much they've saved so far and the debt they are taking on, should they be?

  • By 2025, millennials will represent 75% of the global workfoce.
  • Read how those from roughly 21 to 40 years old think they're doing and where they might need your help.
Read the white paper

From generation to generation

From Baby Boomers to Millennials, we look at key financial and retirement preparedness trends among the Sandwich generations:

  • Adding another layer of insights to last year's findings, we look at the range of perceptions, preferences and, most importantly, actual preparedness comparing Boomers, Gen X, and now Millennials.
  • Explore where history seems to be repeating and where the younger generations are learning lessons from generations past.
Read the white paper
Insights by topic
  • Men vs. women
  • COVID-19 and retirement
  • Financial professionals
  • Legacy discussions
  • Retirement confidence

Retirement planning among the sexes

The Sandwich Generation spin-off picks up where the Empowered study leaves off, looking at how men and women across the Sandwich generations are doing:

  • In exploring differences among the Sandwich generations, we spotted several areas where men and women were answering questions in notably different ways.
  • See how those differences might impact the way you approach communicating with a spouse or partner.
Read the white paper

COVID-19 and your retirement

The research shows how the global pandemic is shaping the consumer view of financial planning.

  • See how COVID-19 has impacted consumers' day-to-day personal financial picture, as well as their planning for the future.
  • Read how interested consumers are in a fixed index annuity type of product, in the face of market disruption.
Read the white paper

Consumer perceptions of financial professionals

In our generational research, consumers share their thoughts on working with financial professionals for retirement and financial planning.

  • Learn how long they are staying with their financial professional.
  • Find out how closely they choose to work together in retirement planning.
  • See what keeps them coming back each year.
Read the white paper

Addressing the stigma of legacy discussions

In our groundbreaking Gen-to-Gen research study, 39% of our respondents said their parents have never discussed their end-of-life plans with them.

  • Uncover the five reasons families simply aren’t discussing end-of-life plans
  • See how this breakdown in communication impacts younger generations
Read the white paper

Factors in retirement confidence

We asked the hard questions about retirement confidence. Our research looks at:

  • How consumers view their current retirement preparedness
  • Factors that influence how consumers feel about retirement
  • What consumers need to face retirement with confidence
Read the white paper

Shirtsleeves to shirtsleeves in three generations

The graphics below reveal how a breakdown in communication, preparation, and trust can lead to misfortune.

Generation 1

Hard work, sacrifice and determination allowed this generation to build wealth. They lived humbly, and passed their work, wealth and a few family values to their children.

Generation 2

They watched their parents’ determination and wisdom in building wealth, and grew their legacy over time. They learned a few lessons from the 1st generation, though not always the right lessons. When they passed their wealth to their children, they didn’t properly prepare them for the inheritance. This breakdown in communication yielded unfortunate results.

Generation 3

Born into a comfortable lifestyle, the 3rd generation didn’t learn the lessons of sacrifice and hard work their grandparents valued. The missed communication and preparation over the years led this generation to spend their inheritance, draining the family’s wealth.

Additional resources

Worksheets to help plan and document your family's Legacy Portrait journey. 

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

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 family story document

Download extra copies

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


Download printables

Ask your financial professional how the Legacy Portrait

could help your family start communicating.