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020 3376 7910
Legacy Creator
noun.
Family founder. The person who decides to change their family story -
intentionally and for generations to come.
PROTECT WHAT MATTERS MOST :
Most Inheritance Planning
Creates Conflict. At Legacy Creators, It Creates Connection.
Inheritance planning is often associated with:
family arguments
resentment and misunderstandings
money creating distance instead of security
That’s because, for most families, inheritance planning is seen as being about paperwork instead of people.
Documents are drafted.
Forms are signed.
But the conversations that actually matter are never had.
At Legacy Creators, we start somewhere else.
We believe that when legacy planning is done with clarity, intention, and shared understanding, it becomes one of the most powerful ways to bring families closer together - while everyone is still here.
Why This Matters
Research consistently shows that around 90% of wealth transfers fail by the third generation.
Not because families don’t care.
But because wisdom, context, and connection are not being passed on alongside the assets.
Money without meaning doesn’t compound.
It dissolves.
We exist to change that.
It will only take a few minutes and one of our specialists will review your answers. identify areas of risk and opportunity and provide you with recommendations tailored to you.
How We Work
Begin with a Free Family Legacy Review
We start with a calm, confidential conversation.
You’ll answer a few thoughtful questions to help us understand:
- what you already have in place
- who the important people in your life are
- how aligned things currently feel.
We look at the whole picture,
not just the paperwork.
Get Complete Clarity
We’ll walk you through
your review and explain:
- what’s working well
- where there may be gaps, risks and opportunities
- what’s missing - legally, relationally, or generationally.
You’ll leave this conversation with clarity and a clear sense of what the next steps are for your family..
Build the Strongest Possible Foundation
If you choose to continue, we’ll help you:
- put robust estate planning in place
- make your intentions clear while you’re still here
- ensure the right people are supported in the right way.
For families we work with, we also introduce ContinUnity™ -
a simple five-minute daily practice that turns your legacy into something you live, not just something you leave.
Who We Work With
Legacy Creators come from many walks of life, but they share one thing in common:
they care deeply about what happens next.
ANYONE WITH CHILDREN (OR GRANDCHILDREN)
HOMEOWNERS AND LANDLORDS
BLENDED FAMILIES OR SECOND MARRIAGES
BUSINESS OWNERS AND INVESTORS
MARRIED COUPLES, CIVIL PARTNERSHIPS OR SINGLE PEOPLE
ANYONE OVER 18 WHO HAS SOMETHING OR SOMEONE THEY WANT TO PROTECT
As a Legacy Creator, you’ll be able to:
1. Protect ALL Your Assets (Properly)
Make sure your legacy is passed on to your children or chosen heirs - not the state or the care system.
2. Control How Inheritance is Used
Shield your loved ones from receiving large sums at the wrong time, or from the wrong hands.
3. Appoint People
You Trust
Ensure decisions are made by people who truly understand your values.
4. Leave a Legacy That Reflects Your Heart
Combine strategy with meaning - pass on wisdom, values and vision, not just financial assets.