Legacy Strategy Session

Find out where your family's legacy is strong, where you're exposed, and what to do next.

A private 60-minute strategy session with Ben Black focused on your family’s continuity and legacy plan.

How the Session Works:

Prior to discussion, you’ll answer a short questionnaire so I can prepare.

During the strategy session, we’ll examine your family’s current situation, identify where you’re exposed and what you’ve been overlooking, and work out the specific next steps to move toward the legacy you’re building.

You will learn:

Where your family is most vulnerable.
Which issues deserve priority now.
The next steps to move your family forward.

Post-call, you’ll get a written summary of priorities and specific actions to take.

Areas We Explore:

Depending on your situation, we cover:

Family culture, identity and standards
Preparing children and future heirs
Succession and continuity
Family leadership and decision-making
Concentration of knowledge or responsibility
Alignment between generations
Preserving what the family has already built
Long-term generational planning

This is for people who take the long-term future of their family seriously.

Legacy Strategy Session

$250

Pre-call review and preparation
Private 60-minute strategy session
Personalized summary of priorities and next steps

I take a limited number of these each month.

Confidential. Strategic legacy guidance only. Not legal, tax, or financial advice.

Questions You May Have

What happens after booking?

After booking, you’ll answer a short set of questions about your family and what you want help with. I’ll review your answers and prepare before we speak.

We’ll then spend 60 minutes working through your situation and identifying the areas that deserve the most attention.

After the call, I will consider our discussion and create a personalised written summary of the priorities and next steps for you to accomplish your goals.

Is this only for wealthy or established families?

No. While we welcome established families and their members, this will help legacy minded families at all stages.

Are you able to help me with tax, legal or investment advice?

This is strategic legacy guidance only. I do not provide legal, tax, investment or financial advice. In the instance where input of that nature is required I may be able to refer you to a legacy-aligned specialist.

What can we discuss during the session?

Anything within the broader realm of family continuity, including family culture and standards, preparing children and future heirs, succession, leadership and decision-making, alignment between generations, concentration of responsibility or knowledge, preserving what your family has built, and long-term generational planning.

Is the session confidential?

Yes. What you share with me during the session is treated as confidential.

What if I can’t find a time?

Feel free to contact me either via DM on X/Substack or via email to discuss options.

Will the call be recorded?

Only with your permission. If recorded, it is for my private reference when reviewing the conversation and preparing your follow-up, and will not be published or shared. There is an option in the pre-call questions to opt in or out of recording.

What if I need to reschedule or cancel?

I understand that circumstances change and you may have to reschedule. Cancellations are non-refundable as I spend time in preparing for our call and planning around it.

Can my spouse or other family members join the call?

You are welcome to invite another person onto the call where appropriate.

Do you work with families beyond a single session?

Yes. I take on a limited number of private engagements with families who want more ongoing support. The Legacy Strategy Session is designed to stand on its own, but if deeper work seems appropriate, we can discuss that afterward.