Category: Freeform

The Need: Preserving Legacy and Preventing “Shirtsleeves to Shirtsleeves” Wealthy families often worry that their hard-earned legacy could dissipate or harm the next generation. Research famously shows that only about 30% of families maintain control of their assets and family harmony by the third generation preparingheirs.com. This “shirtsleeves to shirtsleeves” proverb – wealth gained in…
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Wealth advisors and family coaches employ a holistic mix of educational, experiential, and coaching interventions to help ultra-high-net-worth (UHNW) heirs become responsible, resilient, purpose-driven stewards. Rather than just handing down financial knowledge, these programs focus on character-building, family values, and hands-on experience. Key models include family retreats, rites of passage experiences, structured coaching programs, formal…
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Maintaining both substantial wealth and close family relationships across generations is notoriously challenging – only about 30% of families successfully transfer wealth beyond the second generation truist.com. However, several Western dynasties have beaten the odds. Below we examine case studies from family business, real estate, technology, and investment-origin wealth, identifying key behaviors, succession practices, governance…
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Core Emotional Fears and Psychological Blocks Wealthy patriarchs often experience a range of deep-seated fears and mental barriers when facing succession or legacy planning. Common emotional concerns include: Each patriarch is unique, of course, but these core fears – losing control, facing mortality, losing identity, mistrust, family conflict, regret, and isolation – form a psychological…
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Powerful people secretly want to build heirs who don’t crumble under pressure, shame the family name, or blow up relationships. So, let’s fact check what really works. “At the core of every successful wealth transition is not the structure, it’s the people.” What preserves a legacy isn’t just documents — it’s character. My work helps…
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by Bryant Stratton The other day, a woman looked down at her shoes and said, “I’m wearing really ugly crocs.” Then she turned to me and asked, “Do you have an opinion on crocs?” I paused. I didn’t want to lie. So I said, “Actually, no—I don’t have an opinion on crocs.” But then I…
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Discover how AI, imagination, and abundance are reshaping our future. A manifesto for visionaries ready to co-create what’s next

Once, there was a boy who stood at the edge of a vast, twisted forest. The air was thick with shadows, the trees gnarled and ancient, their branches reaching out like claws. The boy was uncertain, filled with both fear and hope. He knew he had to enter the forest, though it was said that…
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The Founding Order of the Virtuous Path In the early days of the Order of the Virtuous Path, three heroes emerged as the pioneers, driven by a sense of purpose and a desire to bring the prophecy to life. Alaric, the visionary; Imani, the diplomat; and Elara, the scholar, each brought unique talents to the…
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My grandfather grew up during the car modification boom of the 30s and 40s and is one of the world’s experts in modifying the Ford Flathead V8 from that era.  He uses the rule of 3 projects to maintain productivity. At all times you should have at least 3 active projects that fall into the…
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