Approach & Strategy

Transformative Process

At LucidLegacy, we integrate the qualitative and quantitative aspects of legacy wealth stewardship by bringing wellness to the forefront of our process. Shining light, while also recognizing the role of darkness, LucidLegacy facilitates a transformative process of exploration and discovery that brings forth clarity and connection to inform inspired action and generate lasting impact. Working with G1-G7 families and individuals, LucidLegacy supports an engaging process where families achieve defined, future-focused goals aligned to their core values.

From Inheritance to Inspired Legacy

Each person within a multi-generational family legacy inherits structures, traditions and nuanced responsibilities from previous generations. LucidLegacy invites families into a trusting process that explores these forms of family inheritance so that each person can understand their current relevance and clarify their role and path forward in service to their defined greater good.

Integrated Journey

Learning to engage with the essence of who we are is an ongoing, creative, humbling and ultimately transformative journey. By integrating the whole person and leveraging both quantitative and qualitative wealth to inform decisions, families experience a fulfilling and inspiring journey together with lasting and sustainable outcomes that reflect both individual identity and shared dreams.

Trust & Inspiration

This process requires mutual trust, commitment, and communication. LucidLegacy is widely recognized for skillfully creating environments where everyone is engaged and inspired to work together on shared objectives.