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"A customer is the most important visitor on our premises. He is not dependent on us. We are dependent on him. He is not an interruption of our work. He is the purpose of it. He is not an outsider to our business. He is part of it. We are not doing him a favour by serving him. He is doing us a favour  by giving us the opportunity to do so."
- Mahatma Gandhi (1869-1948)

Building Your Family Legacy

Good Intergenerational Wealth transfer planning should do more than help you take control of your finances.  It should help you to better understand who you really are and where you want to go.  Financial freedom births personal freedom allowing you the ability to focus on what is truly important to you.  It is part of a total strategy for life harmony.

Building wealth is the foundation, but even more important is the harmony that is created by clarity, conviction and vision.  Once established, it is vital that this vision and harmony be preserved and passed on to your family and for generations to come.  It is your legacy, your heritage of harmony.


 The Legacy Perpetuator Process™

The Legacy Perpetuator Process™ helps you through the process of creating your family legacy and developing a total strategy for life harmony.

We develop customized solutions for preserving and protecting your family wealth, enhancing harmony, educating and empowering you to reach new levels of financial and personal freedom. 

Through the integration of all resources, a multi-generational plan is developed to maximize wealth accumulation for you and your heirs.  Our process allows you to achieve better quality of life, balance of life, and facilitates life transforming experiences.

Generations from now, your ancestors will look back at your vision and foresight and recognize it as a defining action for their future.  Through your actions, the course of the future was changed.  Through your actions, your heirs now have the ability to live life on a new level, one of financial and personal freedom.

Building family wealth is the foundation, but even more important is the multi-generational harmony that is created.  It is your legacy, your heritage…your gift to the world.


Your Legacy Team

Working with you, your children, your attorney and other trusted advisors, we create 25, 50, 75 and 100 year life harmony plans.  Working from this long-term perspective results in:

  • Tranquility
  • A continuous sense of purpose
  • Peace with yourself and others
  • Creating profound impact on every relationship
  • Financial prosperity….

Harmony for you, and for generations to come.

  • The Legacy Perpetuator processTM


Your Legacy of Freedom

Working closely with you, we carefully craft and meticulously implement your Life Harmony Plan.  By viewing all aspects of your current and future goals, effective planning results in a more balanced perspective.  The end result is greater clarity and strategic decisions leading to financial freedom.