Wealth transfer is often the focus of legacy planning, which includes structuring trusts, minimizing taxes, and optimizing entity structures. However, these are just tools. True legacy planning starts with a clear purpose for wealth, incorporating a family mission that guides strategy, investments, and financial planning across generations.
While family strategy is often top-down, success depends on how well it aligns with the evolving needs of individual households. A bottom-up approach that clarifies priorities, anticipates cash flow needs, and proactively adjusts plans and investments can enhance outcomes for families and family offices.
In this session, Jeff Coyle, founder of Libretto and a former advisor with 25+ years of experience managing UHNW clients, will present a framework for engaging each household in strategic planning. He’ll show how families can organize capital, empower the next generation, and manage liquidity complexities while staying true to their mission. The session concludes with a practical process for developing family mission statements that connect long-term strategy with real-life financial needs.
Learning objectives:
- Articulate a clear family vision, values, and principles that guide decision-making across generations
- Develop strategies that incorporate each household’s unique cash flow requirements into the larger family office framework
- Design a balanced approach for distributing financial resources among personal lifestyle, family objectives, and philanthropic influence
- Integrate human, intellectual, and social capital development into multi-generational strategies to strengthen overall family well-being
- Use structured giving and governance roles to foster leadership, collaboration, and a sense of shared purpose among younger generations
- Compare and contrast various models of legacy (limited, enduring, endowed) to match a family’s mission, liquidity needs, and willingness to collaborate
- Incorporate communication practices, mentoring, and formal governance systems that prepare each generation for leadership and responsible stewardship
Register today to secure your spot in this invaluable educational session and build stronger client relationships for your financial advisory firm!
$39 Non-members; $0 Equita Members
This webinar is approved for CFP® and NAPFA CE when attending the live event.
About Jeff Coyle
Jeff has over 25 years of experience managing UHNW private clients and building advice systems to manage complex wealth. Over his career, Jeff founded three boutique advisory firms delivering to UHNW clients, served as Deputy Chief Investment Officer of Personal Financial Services for Northern Trust and was Chief Strategy Officer at myCFO.
