What is a legacy?
There are numerous sources that you could research to try and find what the best definition of a legacy is, and depending on what perspective you are approaching the question from, you would be correct in having several different answers. What all of them have in common, however, is that they all refer to the existence of either a concept or physical item being possessed that is eventually passed to the next generation – and then to the next generation after that, and so on.
Throughout history, there have been examples of family legacies, particularly from royals or families of means, which would have a family trust established, that in turn contained all of the family assets for use by the family, and each generation would add into that trust during their lifetime – for it to be enriched and grown for the next generation to follow. Unfortunately for our modern society, somewhere along the way, that tradition of excellence and contributing into something greater than one’s self was lost.
We at Jas.Advisors.Grp intend to help our clients bring that kind of multigenerational security back. With strategic planning built around each of our client’s unique circumstances, it is possible to create a plan for them which will result in producing the type of growth necessary to build a lasting legacy. One which allows each individual the freedom to choose their lifestyle, their passions, their contributions to society and the world at large, as well as their business ventures. We all have unique gifts. Those gifts are what give us the greatest joy and satisfaction, so shouldn’t you be living more life and passing that ability to your descendents?
What should it mean?
Having a legacy planned out for your family means that you have considered everything that is most important, and taken steps to ensure that those values are protected and empowered to continue into the future, with or without your personal intervention.
Why is it important?
Planning is essential to create a legacy for your family and/or business. Having a legacy planned out will be the most important thing we can do in our lives, because it is not only the culmination of everything we have done up to the point we are currently at, but also an indicator as to where we are headed as individuals, families, and business owners.
How do I start?
We want to talk to you about what your unique story will be. Your story is part of your legacy, and drives what you want to be passed down to descendents as well as who in your business will be taking over when you step away from the helm. Our no obligation consultative process will equip you with the answers that you are looking for.