Expanding Your Strategy: Building a Legacy That Lasts
Nov 27, 2025Legacy-level wealth isn’t accidental. It requires intention, structure, and clear plans that extend beyond your lifetime. This week, we explore how to expand your strategy to serve not just you, but those who come after.
1. Serve Beyond Yourself
Legacy means thinking bigger — family, community, and future generations.
Consider:
- What values do I want to pass on?
- How can my wealth serve those values?
- Who needs to be involved in my legacy conversations?
2. Build Structure, Not Just Intention
Without structure, good intentions fall short.
Key structures:
- Wills, trusts, and estate plans
- Family governance and wealth education
- Clear roles and responsibilities for heirs
3. Prepare Your Wealth to Outlive You
Preparation is the bridge between wealth and legacy.
Action steps:
- Document your plan in writing
- Teach heirs about money and values
- Create rituals that keep your legacy alive
Reflection Prompts
- What legacy do I want my wealth to support?
- Which structures do I need to build or strengthen?
- How will I prepare those who follow?
Legacy isn’t left to chance — it’s built by design. When you expand your Master Plan beyond today, you create a bridge to tomorrow’s generations.