24 min
A Sagevisor For Your Legacy with Pushpanjali Oliver Lund Design Your Legacy
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- Society & Culture
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.
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What if you need a legacy plan beyond just wills and estates, especially if you are a HNW individual or a new wealth earner/creator? Anything on top of a lack of awareness and applicability would cement your destiny. If your wealth is established or brand new with today’s varied asset classes, a variety of trusts could help you protect and grow your legacy.
In this "Legacy Series" conversation, Angelina Carleton sits down with Pushpanjali Oliver Lund, Founder and Managing Director of Sagevisor, a company that provides estate and succession planning as well as asset protection structures for family businesses, high net worth individuals, entrepreneurs and philanthropists.
Mrs. Lund speaks to the challenge is educating beneficiaries around the responsibilities of becoming a custodian for the preservation and protection of assets. In India and beyond, some beneficiaries keep the business going, while others have the family company end after two or three generations. Listen in as Angelina speaks with Pushpanjali about creating trusts as well as happy custodians so you too can also engage the next generations to come! Learn more about Mrs. Lund at: https://www.linkedin.com/in/pushpanjali-oliver-lund-8349387/
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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.
Our Story:
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.
Our Theme:
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.
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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!
#humancapital #spiritualcapital #intellectualcapital
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.
-
What if you need a legacy plan beyond just wills and estates, especially if you are a HNW individual or a new wealth earner/creator? Anything on top of a lack of awareness and applicability would cement your destiny. If your wealth is established or brand new with today’s varied asset classes, a variety of trusts could help you protect and grow your legacy.
In this "Legacy Series" conversation, Angelina Carleton sits down with Pushpanjali Oliver Lund, Founder and Managing Director of Sagevisor, a company that provides estate and succession planning as well as asset protection structures for family businesses, high net worth individuals, entrepreneurs and philanthropists.
Mrs. Lund speaks to the challenge is educating beneficiaries around the responsibilities of becoming a custodian for the preservation and protection of assets. In India and beyond, some beneficiaries keep the business going, while others have the family company end after two or three generations. Listen in as Angelina speaks with Pushpanjali about creating trusts as well as happy custodians so you too can also engage the next generations to come! Learn more about Mrs. Lund at: https://www.linkedin.com/in/pushpanjali-oliver-lund-8349387/
---
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.
Our Story:
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.
Our Theme:
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!
#humancapital #spiritualcapital #intellectualcapital
24 min