Passing on Your TrueWealth℠
As a profession, we estate planners have pretended that “how you take care of your family when you’re gone” is to sign estate planning documents and pass on your assets. Over 30 years’ practice our founder, Catherine Hammond, has learned that’s simply not true.
What is it you care most about? We are confident it’s not your house, your business, or your bank account. It’s your people. As you plan for the future, while your assets are important, the wellbeing you want for your loved ones won’t come through leaving your money, your house, or your carefully curated art collection and tools. It certainly won’t come through money or assets left without a solid context.
The question is this: have you done enough to truly take care of your family when you’re gone? When you’re gone, what your family will long for is more of you. What have you done so far to leave what matters most to them?
Leaving behind your financial capital without your human capital will leave your loved ones wanting – and needing – more. Without your curated human capital, your loved ones may not know or remember how much you love them. The money you worked hard for may not last as long as you’d hoped (70% of family wealth is gone by the 2nd generation, and 90% disappears by the 3rd). The legacy you get one chance to leave may not be quite what you want it to be. The family history that is so grounding and important to know may be lost along with your money.
Catherine has spent the last year creating tools and a system to help you pass not only your financial capital but also your human capital: your wisdom, values, and life experiences, curated in a way that makes them helpful to your loved ones long after you’re gone, and expressed in ways that will last for generations. This is what we call your TrueWealth℠.
Join us in October to cultivate your human capital and pass it on, alongside your financial capital. Over four months, Catherine will be leading a group through this process. By February you’ll have cultivated, tangible stories, wisdom, life lessons, personal letters, audio and/or video recordings, and more to gift your family when you’re gone.
These tangible expressions of your love will last long after your money is gone. And this process is so much more than that. This is an invitation to step into the fullness of your role as an elder and ancestor, no matter your age.
Not sure if this program is for you? Want to learn more about Passing on Your TrueWealth℠?
Schedule a 30 minute conversation with Catherine Here.
