﷯hrough our process of facilitated, structured discussion around your family’s values and what its members want to accomplish with their money and talents, families bond in deeper ways. Sharing makes families stronger and connects generations in a manner that creates a sense of purpose. The discussion is multi-generational, interactive, and exploratory and is customized to a family’s specific needs. Families can decide to incorporate this discussion into family meetings, reunions or as a reason to bring the family together. The Defining Legacy MethodSM is more than just an important conversation. It transforms the way a family functions, leading to a common vision and a unique legacy roadmap.
Defining Legacy Group helps multi-generational families plan for life by memorializing their legacy.

Facilitating family

collective planning

A TAILORED

FAMILY DISCUSSION

Providing peace of mind

Transferring life experiences

and  guiding principles

Uncovering and preserving family history

WHY DEFINING LEGACY?
To learn more about Defining Legacy Group, click here to download our booklet: Over the years of managing an estate and asset protection planning law practice, we have come to understand that families seldom have a deliberate, purposeful conversation about what sustains them as a family. This often proves to be a barrier to planning, leaving the family susceptible to in-fighting, hurt feeling, high anxiety and being overwhelmed when confronted by the incapacity or death of a loved one. The Defining Legacy Method fosters family dialogue that begins with tailored discussion around what legacy means in the context of your family. We will discuss family culture, traditions and the guiding principles that make your family unique. This discussion is designed to bridge generations of family members and to unify them through an open conversation around the intangibles that are an important part of the family legacy. LEGACY ON PURPOSESM The Defining Legacy Method creates an opportunity to establish an enduring plan to pass on from one generation to the next that is built on guiding principles unique to your family rather than a hollow transfer of assets. Through these discussions, each generation will be well positioned to build on the generation that came before in a spirit that is in keeping with your family’s values. After experiencing the Defining Legacy Method, families enjoy a new understanding of their family’s ideologies and the need to establish or enhance planning documents to reflect your family’s unique footprint.

Contact Information

202-253-9667

© 2019 Defining Legacy Group LLC. All Rights Reserved.

﷯hrough our process of facilitated, structured discussion around your family’s values and what its members want to accomplish with their money and talents, families bond in deeper ways. Sharing makes families stronger and connects generations in a manner that creates a sense of purpose. The discussion is multi-generational, interactive, and exploratory and is customized to a family’s specific needs. Families can decide to incorporate this discussion into family meetings, reunions or as a reason to bring the family together. The Defining Legacy MethodSM is more than just an important conversation. It transforms the way a family functions, leading to a common vision and a unique legacy roadmap.
Defining Legacy Group helps multi-generational families plan for life by memorializing their legacy.
WHY DEFINING LEGACY?
To learn more about Defining Legacy Group, click here to download our booklet: Over the years of managing an estate and asset protection planning law practice, we have come to understand that families seldom have a deliberate, purposeful conversation about what sustains them as a family. This often proves to be a barrier to planning, leaving the family susceptible to in-fighting, hurt feeling, high anxiety and being overwhelmed when confronted by the incapacity or death of a loved one. The Defining Legacy Method fosters family dialogue that begins with tailored discussion around what legacy means in the context of your family. We will discuss family culture, traditions and the guiding principles that make your family unique. This discussion is designed to bridge generations of family members and to unify them through an open conversation around the intangibles that are an important part of the family legacy. LEGACY ON PURPOSESM The Defining Legacy Method creates an opportunity to establish an enduring plan to pass on from one generation to the next that is built on guiding principles unique to your family rather than a hollow transfer of assets. Through these discussions, each generation will be well positioned to build on the generation that came before in a spirit that is in keeping with your family’s values. After experiencing the Defining Legacy Method, families enjoy a new understanding of their family’s ideologies and the need to establish or enhance planning documents to reflect your family’s unique footprint.
﷯hrough our process of facilitated, structured discussion around your family’s values and what its members want to accomplish with their money and talents, families bond in deeper ways. Sharing makes families stronger and connects generations in a manner that creates a sense of purpose. The discussion is multi-generational, interactive, and exploratory and is customized to a family’s specific needs. Families can decide to incorporate this discussion into family meetings, reunions or as a reason to bring the family together. The Defining Legacy MethodSM is more than just an important conversation. It transforms the way a family functions, leading to a common vision and a unique legacy roadmap.
Defining Legacy Group helps multi-generational families plan for life by memorializing their legacy.
WHY DEFINING LEGACY? Over the years of managing an estate and asset protection planning law practice, we have come to understand that families seldom have a deliberate, purposeful conversation about what sustains them as a family. This often proves to be a barrier to planning, leaving the family susceptible to in-fighting, hurt feeling, high anxiety and being overwhelmed when confronted by the incapacity or death of a loved one. The Defining Legacy Method fosters family dialogue that begins with tailored discussion around what legacy means in the context of your family. We will discuss family culture, traditions and the guiding principles that make your family unique. This discussion is designed to bridge generations of family members and to unify them through an open conversation around the intangibles that are an important part of the family legacy. LEGACY ON PURPOSESM The Defining Legacy Method creates an opportunity to establish an enduring plan to pass on from one generation to the next that is built on guiding principles unique to your family rather than a hollow transfer of assets. Through these discussions, each generation will be well positioned to build on the generation that came before in a spirit that is in keeping with your family’s values. After experiencing the Defining Legacy Method, families enjoy a new understanding of their family’s ideologies and the need to establish or enhance planning documents to reflect your family’s unique footprint.
To learn more about Defining Legacy Group, click here to download our booklet:
Defining Legacy Group helps multi-generational families plan for life by memorializing their legacy.
﷯hrough our process of facilitated, structured discussion around your family’s values and what its members want to accomplish with their money and talents, families bond in deeper ways. Sharing makes families stronger and connects generations in a manner that creates a sense of purpose. The discussion is multi-generational, interactive, and exploratory and is customized to a family’s specific needs. Families can decide to incorporate this discussion into family meetings, reunions or as a reason to bring the family together. The Defining Legacy MethodSM is more than just an important conversation. It transforms the way a family functions, leading to a common vision and a unique legacy roadmap.
WHY DEFINING LEGACY? Over the years of managing an estate and asset protection planning law practice, we have come to understand that families seldom have a deliberate, purposeful conversation about what sustains them as a family. This often proves to be a barrier to planning, leaving the family susceptible to in-fighting, hurt feeling, high anxiety and being overwhelmed when confronted by the incapacity or death of a loved one. The Defining Legacy Method fosters family dialogue that begins with tailored discussion around what legacy means in the context of your family. We will discuss family culture, traditions and the guiding principles that make your family unique. This discussion is designed to bridge generations of family members and to unify them through an open conversation around the intangibles that are an important part of the family legacy. LEGACY ON PURPOSESM The Defining Legacy Method creates an opportunity to establish an enduring plan to pass on from one generation to the next that is built on guiding principles unique to your family rather than a hollow transfer of assets. Through these discussions, each generation will be well positioned to build on the generation that came before in a spirit that is in keeping with your family’s values. After experiencing the Defining Legacy Method, families enjoy a new understanding of their family’s ideologies and the need to establish or enhance planning documents to reflect your family’s unique footprint.
To learn more about Defining Legacy Group, click here to download our booklet: