CONNECT THE GENERATIONS

HELP YOUR CLIENTS AND DONORS BUILD STRONG INTERGENERATIONAL BONDS.

 

Personal Legacy Advisors supports your professional focus on strengthening these intangible assets within families with tools, programs and services that foster communication, connection and continuity.

The Life Legacy Toolkit, for extraordinary conversations

  • Establish trust and ease immediately
  • Gain valuable insights into their life story, values and priorities
  • Develop an actionable strategy for creating legacy
  • Increase comfortable and active engagement of female clients

Meaningful client gifts

Link clients to Professional Services:

  • Ghostwriters and videographers to create a mini-memoir structured around the Life Legacy Cards
  • Coaching and editing services for creating an ethical will
    or expression of intent.


The right tool
for you?

Susan Turnbull, as
heard in the training.


Additional Services from Personal Legacy Advisors to support your clients and their families.

  • Presentations and workshops:
    Lively and engaging programs for client appreciation or education events, focused on creating legacy and connecting the generations.
  • Facilitated family experiences.
    Expert leadership for lively, multigenerational experiences that reveals perspectives from every generation.


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