Peak Trust’s Family Legacy Planning

We help families pick the next generation of leaders and prepare them, over time, to understand the values and goals of the current family leaders. Our goal is to help families prepare and transition successfully for future generations.

Tangible Takeaways

  • Family mission statement
  • Family Constitution
  • Conflict Resolution
  • Video interviews/Story Capture
  • Family Narrative/History
  • Family Tree
  • Checklist of distribution scenarios and their decisions on each – and why
  • Letter of intent from the Legacy Leader, video of intent to help trust administrators