Our Success Mapping Process showed the Dawsons how their wealth could be used to pursue what mattered most to them. They gained clarity around what they wanted for their boys. The money became less of a worry. They were now free to focus on living their legacy and helping their sons pursue their dre...

The Dawson Family was suddenly changed when Kevin Dawson decided to sell a majority of his highly successful data analytics company to a private equity firm. Everyone was in a good place BEFORE the sale but Kevin worried how his success would impact his sons. Can Kevin and his wife, Christy, find a...

The Millers discovered the profound impact Lindsay's grandfather had on her view of the world during their Legacy of Five portion of their family interview. Now it was time to put it to the test. Would their new strategy give them the support and structure they needed to truly live a lasting leg...

Meet the Millers – An Entrepreneurial Legacy of Five Success Story. George Miller became a financially successful entrepreneur late in life. After a successful corporate career, his transition to a start-up company led to a 'jackpot' payout. Now George wanted help managing his family's a...

When Fred died three months after being diagnosed with cancer, his wife Leanne and their sons were not prepared for what happened next. Poor planning and poor communication led to poor decision making – across generations. Can Fred's wife and sons find a new path forward? Will the family find a...