The UHNW Institute Legacy Toolkit

We invite you to utilize our new monthly resource toolkit, focused exclusively on the topic of our recent December 7th Roundtable, Leading with Legacy: Discovering the Voice & Shared Purpose of the Multigenerational Family. Discover ways firms connect family stories to purpose and extend ‘legacy’ beyond the wealth creator to capture future generations. Through these resources, you’ll learn how to support multigenerational families as they discover their collective voice and a shared purpose that clarifies learning goals, philanthropic endeavors and social impact investments – all while supporting connectedness and improving family dynamics.

We encourage you to explore The UHNW Institute’s Resource Library content here and in The Legacy Toolkit below with a selection of books, articles, podcasts and actionable tools to get started.