Cooperative Legacy

Yes, you can educate your family to be competent heirs and beneficiaries through a Cooperative Legacy.

You have a business. You have a foundation. You have a summer home. You have assets that the next generation will need to jointly manage. If you’re like most families, you also have trouble talking about it.

Planning how you want something to unfold before it happens stabilizes the events as they happen. Both generations have the best intentions but can’t seem to get on their own. We can help.

Cooperative Legacy is a customized path to educating your family to manage assets together.

Through Cooperative Legacy:

• Family members will use actual family business events to educate themselves about managing the assets.
• Parents are included in the training process, a better option than beginning the training after they are gone and losing them as a valuable resource.
• Multiple generations participate becoming a resource to one another.
• Family members with different skills and opinions cooperate in designing their future and learning how to sustain it together.
• Family members provide input for critical decisions and in some cases are part of the decision making.
• Parents teach their children how to play together as kids. Now they can teach them to manage assets together as adults through Cooperative Legacy.

If you wonder if you educate your family to be competent heirs and beneficiaries, Yes, you can.