Legacy Management: Build Your Lasting Impact

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About Course

Who should attend: Entrepreneurs, leaders, and anyone planning their legacy.
Why attend:
Learn to build and manage wealth for generations.
Legacy Management: Build Your Lasting Impact
is a strategic and purpose-driven program designed to help individuals protect, manage, and transfer wealth, values, and leadership across generations.

This course focuses on long-term thinking—going beyond wealth accumulation to legacy creation. Participants will learn how to preserve assets, plan succession, align family vision, minimize taxes, give back through impactful philanthropy, and ensure a smooth leadership transition while building a meaningful and lasting legacy.

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What Will You Learn?

  • Define your personal and family legacy and purpose
  • Preserve and protect wealth across generations
  • Understand the fundamentals of estate planning
  • Design effective philanthropy strategies with measurable impact
  • Create and implement succession plans for business and leadership
  • Navigate family business dynamics professionally
  • Apply asset protection strategies to shield wealth
  • Invest with a long-term, generational mindset
  • Integrate tax and legacy planning effectively
  • Build a shared family vision and governance structure
  • Manage smooth leadership transitions
  • Apply impact investing to create both profit and purpose
  • Create a legacy that reflects your values and vision

Course Content

1. Defining Your Legacy: What’s your why?

2. Wealth Preservation: Protect what you’ve built

3. Estate Planning 101: Secure your family’s future

4. Philanthropy Strategies: Give with impact

5. Succession Planning: Plan your exit

6. Family Business Dynamics: Manage with care

7. Asset Protection: Shield your wealth

8. Investing for Generations: Grow lasting wealth

9. Tax & Legacy Planning: Minimize taxes

10. Building a Family Vision: Align your crew

11. Leadership Transition: Pass the baton smoothly

12. Impact Investing: Make money & meaning

13. Creating a Lasting Legacy: Leave a mark

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