Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation.
Are you in an entrepreneurial family where the subject of your legacy isn’t talked about enough, with key communications to raise issues early? You’re not alone. Starting new conversations can bring up generational issues, conflicting demands, role confusion as well as succession risks. This can get even worse when problems seem big, historic or psychological and you wonder how to transform passions of resentment into passions of a shared vision. If this sounds like your family business, get your cup of tea and get ready for some independent advice and holistic conversation from a seasoned guide who understands the importance of governance.
In today’s podcast episode, Angelina Carleton speaks with Peter Brock about best practices, policies and principles when managing corporate, family and wealth governance for your investment statement. Listen in to learn what Peter has to share about the three possible journeys any family member can take in their individual reflection! Sign up for Peter’s Master Class to receive your education of legacy structuring across generations with his five pillars of wealth at www.beewyzer.com.
Recently elected as one of the global top 40 family office service consultants by Family Capital. Peter Brock led the EY (Ernst & Young) Family Office Services practice in EMEIA (Europe, Middle East, India, Africa), where he focused on the areas of family office set up and structuring, family governance, holistic wealth management and transfer to the next generation of accounts reaching up to 5 billion US$. Mr. Brock draws a wide spectrum of experience from his previous posts both in corporate finance at HSBC Trinkaus as well as private banking at Sal. Oppenheim. He is currently involved in founding the Federal Initiative for Impact Investing in Germany. Other stations in his career include: Deloitte and WestLB in London and IMAP M&A Consultants.
About Legacy Planning(c):
There is an empty space between financial planning and estate law where a Co-Active coach can expand the conversations around your holistic legacy planning.
We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.
Our Mission Statement:
Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.
If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.
When professional coaching can an asset to your legacy planning – it bringing your ideas to life - because plans do not develop and execute themselves by good intentions alone - retain your Legacy Planning© advisor at www.DesignUrLegacy.com.
If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey!
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