FAMILY LEGACY ADVISORS
Co-create your plan for a bright future and a strong family legacy
Legacy planning can be a stressful, emotional, and complex process. With a thoughtful approach and a trusted advisor, you’ll create pathways for open communication, strengthen family bonds, and action a plan for the future that is meaningful and effective.
FAMILY DIALOGUE
A crucial starting point for any legacy plan, dialogue facilitation creates a safe space to have difficult discussions. We tactfully elicit family members’ connection to purpose and legacy through open and honest conversations. The resulting values, aspirations, questions and concerns are translated into a vision for your legacy that acts as a decision-making framework for the legacy planning phase.
LEGACY PLANNING
We work closely with you to understand your unique goals, assess your current situation, and
create a personalized roadmap for your succession plan, based on years of legal, estate planning, and mediation experience. We remain by your side to adjust your legacy plan as your lives and assets evolve.
ADVISORY GROUP COLLABORATION
We help you guide your advisory team with confidence, joining you at the table to support the effective translation of your vision into a real structure that meets your needs. Our goal is harmonious collaboration and deepened relationships.
LEGACY PLANNING BRINGS UP COMPLEX QUESTIONS
Our process makes the time to address your most pressing concerns.
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How do we begin the conversation about family wealth and legacy?
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How do we engage the younger generations?
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Do the younger generations even want to be part of the family enterprise?
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How can we distribute wealth and responsibilities in a way that feels fair?
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Can we just leave everything equally to the children and let them figure it out?
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Will everyone feel comfortable sharing their wishes with the family?
OUR PROCESS
Whether you’re just getting started with legacy planning or in need of a more effective approach, our process will clarify your vision and put it into action. We ground our work first in the authentic truth of where we are before creating a blueprint for where we want to go.
CO-CREATE
Together we plan your legacy and inheritance succession
COMMUNICATE
We communicate your wishes with your advisors and lawyers
REVIEW
We review with your legal and advisory team to affirm that your new structure reflects your
vision
REVISIT
We revisit your plan as needed to adjust for changes in circumstance and unexpected events
“Planning is bringing the future into the present so that you can do something about it now.”
- A Lakein
WHY CLIENTS CHOOSE OPEN FIELD CONSULTING
Our clients see results that go beyond their expectations to improve their family dynamic and determine a legacy plan.
✔ Gain a clear, actionable legacy plan
✔ Strengthen family bonds
✔ Reduce stress
✔ Improve intergenerational communication
✔ Engage younger generations
✔ Ease the transition of leadership
✔ Enable multi-generational wealth
Mapping your family legacy and starting a secure future starts today.
Contact us today to learn more about Open Field Consulting’s services, or schedule a free and confidential consultation.