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DISCOVER. BUILD. GROW. GIVE. 


The Legacy Project is dedicated to delving into the intricacies of communication within families when it comes to estate planning. Our team, assembled for this purpose, is committed to understanding the hurdles that arise between parents and adult children in the realm of legacy planning. We recognize that these challenges extend beyond financial matters and often touch upon deeply personal and emotional aspects of family dynamics. By bringing awareness to these complexities, we aim to foster open dialogue and provide valuable insights that can contribute to smoother intergenerational transitions and the preservation of family legacies for generations to come.

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WHAT IS YOUR MONEY PERSONALITY?
 

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Humanitarian 

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Extends beyond active engagement and channeling resources towards the greater good; through acts of generosity and philanthropy, individuals embrace altruism, understanding that true wealth lies not just in material riches but in enriching the lives of others
Anonymous: values giving back selflessly; gives but does not take credit.
The Philanthropist: values giving, but also desires credit.

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Family Steward

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Promotes a holistic approach to financial well-being, where stability, security, and self-sufficiency pave the way for a prosperous and fulfilling life.
Independents: value financial freedom and self-sufficiency.
Phobics: value financial security; emphasizes financial responsibility. 
Accumulators: value building wealth overall and savings.
VIPs: value the status that coincides with wealth and usually includes investing.

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Economist 

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Emphasizes protecting and building upon foundational family values such as hard work, respect, education, loyalty, safety, and humility. These principles form the bedrock of a strong family unit, ensuring stability and nurturing personal growth. By instilling these values, families create a supportive environment where each member can thrive and contribute positively to society.

Promotes the importance of passing down these core values to future generations, ensuring their sustained impact.

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Investor

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Aligned with taking larger risks to build their portfolio or help others, these individuals are often "capitalists" in the sense of using a majority of their wealth to produce more wealth, with an emphasis on risk-taking and taking chances. They can be described as moguls, constantly seeking new ventures to expand their empires; innovators, always on the lookout for groundbreaking ideas to revolutionize industries; or gamblers, willing to stake significant resources on high-risk, high-reward opportunities.
Moguls, Innovators, Gamblers 

DISCOVER YOUR VALUES
 

A quick quiz below will help you determine your priorities and values. After completing this quiz, you will be contacted by a member of our team with your results and the next step in choosing a template that will help guide you with seamless communication in your family. We are eager to help you leave a lasting legacy!

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