Family Wealth and Legacy

Financial Services - Brighton, NY, US

Family Wealth and Legacy Employees
Thomas Smith

Retirement Plan Specialist

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Kristina R.

Director of Marketing & Podcast Executive Producer

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Ken Winton

Wealth Management Advisor

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Amy Kennedy

Client Relations Manager

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Michael Chfc

Family Wealth Advisor

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Family Wealth and Legacy Details

We help family-owned construction companies get fully aligned and ready to scale in 120 days using The Family Wealth and Legacy System.Is it a hassle to get all family members rowing in the same direction?Are you constantly putting out "family fires"?Are some family members acting entitled?Has business growth stagnated?Do any of these questions resonate?We've spoken with hundreds of family businesses and family business coaches and the feedback we have heard again and again is that the lack of alignment among the family is the number one thing holding them back. Without alignment, there's no sustainable way to scale your business. Unfortunately, most family businesses don't have a method for getting and staying in alignment.But there is another way...Having worked with family businesses for years, we realized there were three core areas of struggle:
1. The FAMILY – What are the EXACT steps to take to get family members fully aligned and ready to scale.2. The FINANCES– How to ensure business value and revenue, equate to personal financial freedom for all.3. The FUTURE – How to ensure family harmony and the development of leaders for generations.To Solve these problems, we designed a program that helps family businesses:
1. Go from fighting "family fires" to being fully aligned.2. Go from feeling that business and financial assets are scarce to abundant.3. Go from focusing on the family's success today to the impact they can have for generations.
It's called The Family Wealth and Legacy System and it helps you build your own STRATEGY to create a thriving family business.
Connect today.Registered associates of Family Wealth and Legacy are registered representatives of Lincoln Financial Advisors. Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Family Wealth and Legacy is not an affiliate of Lincoln Financial Advisors. CRN-3741634-083121

Family Wealth and Legacy logo, Family Wealth and Legacy contact details
Employees: 10 - 19
HQ: 585-350-7273
Location: Brighton, NY, US
Revenue: 1 - 2.5 Million
Advanced Estate Planning Family-Owned Business Retirement Planning Business Planning 401k Advisory Investment Planning Tax Planning
Family Wealth and Legacy Technologies
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