Legacy Strategy Session

Please fill out the details below at least 48 hours prior to our call.

Name/s *

Tell me about your role within the family, and anything about yourself you think is relevant. *

Describe your family and current situation. *

What do you most want your family to preserve or strengthen? *

What important changes, challenges, decisions, or transitions do you expect your family to face over the next 5–10 years? *

What are your biggest concerns about your family’s long-term future, succession, or continuity? *

What would you most like help with during our session? *

Is there anything else you think I should know before we speak? *

Recording ConsentRecording is optional and strictly to help with post-call recollection for your report.I am comfortable with the session being recordedI would prefer the call not be recorded

Please do not fill in this field.