Legacy Sync
Legacy Sync

Your Values. Your Wealth. In Sync.

Your Values. Your Wealth. In Sync.Your Values. Your Wealth. In Sync.Your Values. Your Wealth. In Sync.

Legacy is not what you leave behind.  

Legacy is what you put in motion.

a Mission driven company

Our Why

We believe that true wealth extends far beyond financial assets.  


The Problem: Families today are losing their key storytellers—those who pass down the wisdom, experiences, and values that shape a family’s identity. 


At the same time, traditional estate planning often focuses almost exclusively on financial assets. The result is that wealth may transfer, but the deeper meaning, purpose, and values behind it are often lost. There is a growing need to ensure that family wealth and family values are intentionally passed on together, working in sync across generations. 

  

The Risk: Without a clear articulation of family values, wealth often falls into the classic “shirtsleeves to shirtsleeves in three generations” cycle. Over time, both assets and the wisdom behind them erode as the original wealth creators—and the family storytellers who carried those lessons forward—are no longer present to guide the next generation.


The Solution with Legacy Sync:  We help families thrive and preserve the wisdom behind their wealth, not just the capital.   We exist to help families break this cycle and put their legacy in motion—building what we call a 150-year family. 

Wealth is already moving.

 The United States is currently in the middle of what many researchers call the “Great Wealth Transfer” — the largest intergenerational transfer of wealth in history. 


Current estimates from Cerulli Associates project that approximately $84 trillion to $124 trillion will move from older generations to heirs and charities between now and roughly 2045–2048. 

Our CORE Focus AREAS

Group of people sitting together

Family Legacy: Consulting & Governance

Our core passion is teaching and guiding families to thrive for  generational impact.  We will help you articulate your unique family Vision, Mission and Values statements using our proven process.


Our services are for married couples, young couples, widows, singles and blended families.  Anyone can benefit from the time spent.


Typically this planning is part of your overall estate planning or the result of a life event, such as an inheritance or selling a business.


Most families initially engage with us through our Family Legacy Workshops (virtual and in person).

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Estate Plan: Audit and Align

We use our 35+ years experience in the estate planning. family office and trust company world to review your current estate plan and then provide solutions to align your plan with your values.  


We also stress test your plan and identify blind spots and risk areas that might hinder your success.


Our passion is to help families articulate, align and advance their legacy and planning vision.

A family walking together

WORK WITH EXPERIENCED EXPERTS

Being certified by 7th Gen Consulting, one of the most respected family legacy training and resource firms in the US,  reflects our deep level of commitment to helping families move beyond traditional estate planning into true legacy stewardship. This certification means we have invested time and money to offer our families timely, relevant solutions.  


We are trained in a proven process that helps your family articulate your values, strengthen communication across generations, and align your wealth with a shared purpose. For the families we serve, this is a meaningful distinction—it ensures that conversations about trusts, taxes, and structures don’t happen in isolation, but are guided by what matters most to the family. 


The result is not just an efficient transfer of assets, but a thoughtful transition of wisdom, responsibility, and unity that can endure for generations. 

Take the first step... Our Virtual Family Legacy Workshops

Learn More

SEE HOW WE WORK WITH FAMILIES AND OUR "legacy lab" PROCESS

Articulate: Legacy Workshops

Advance: Legacy Consulting

Articulate: Legacy Workshops

  1. Help families put legacy in motion and become generational vs. individualistic 
  2. Help families develop written Vision, Mission and Values statements
  3. Help families improve their communication 
  4. Create an actionable plan for a family meeting, including family generosity  

Audit & Align: Legacy Plan

Advance: Legacy Consulting

Articulate: Legacy Workshops

  1. Review current Estate Plan & Balance Sheet 
  2. Identify gaps between goals and current plan
  3. Risk management / Insurance audit to identify family risks and gaps in current plan
  4. Recommendations to sync family values and family wealth.  

Advance: Legacy Consulting

Advance: Legacy Consulting

Advance: Legacy Consulting

  

Lead family through a customized and personal 7thGen Consulting Process.


  1. Discovery 
  2. Communication
  3. Alignment
  4. Implementation
  5. Celebration  


  • Legacy Vault and Dashboard


  • Family Governance Planning 

Estate Planning education

Estate Planning Basics

Estate Planning for Blended Families

Business Succession Planning

We educate and guide clients through the estate planning process, including their wills, trusts, powers of attorney, and healthcare directives.

Business Succession Planning

Estate Planning for Blended Families

Business Succession Planning

We assist business owners with succession planning, ensuring that their businesses can continue to thrive even after they retire, become disable or pass away.

Estate Planning for Blended Families

Estate Planning for Blended Families

Estate Planning for High Net Worth Individuals

We help clients in blended families navigate the complexities of estate planning, including the protection of assets and the distribution of property.

Estate Planning for High Net Worth Individuals

Estate Planning for High Net Worth Individuals

Estate Planning for High Net Worth Individuals

We provide sophisticated estate planning solutions for high net worth individuals, including the use of trusts, family limited partnerships, and charitable giving.

Estate Planning for Digital Assets

Estate Planning for High Net Worth Individuals

Estate Planning for Digital Assets

We help clients protect their digital assets, including social media accounts, cryptocurrency, and other online property, through estate planning.

Client Stories

Start Your Legacy Journey

Contact Information

Email:  brian@legacy-sync.org


Schedule a Discovery Call Today

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