Cathedral Family The Journey Continues

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FAMILY CATHEDRAL

T H E J O U R N E Y

C O N T I N U E S

Dear Don,

Our time together in Europe, exploring breathtaking cathedrals, highlighted the profound potential of Cathedral Family. Experiencing their grandeur underscored the parallels between building these masterpieces and cultivating enduring family legacies

While the trip offered a glimpse of the possibilities, the full vision requires advancing to the next phase We’ve laid a strong foundation with the scouting tour materials, marketing resources, video production, and website, but now it’s time to scale this initiative to its full potential. This phase will refine and expand resources, creating transformative tools for families and advisors to build legacies rooted in faith and purpose. The attached seed funding budget outlines how we’ll bring this vision to life and move from inspiration to impact

Don, your heart for this project has been a guiding force, and we are confident that with your continued leadership, Cathedral Family will fulfill its promise of transforming families across generations. Let’s move forward together to build something that endures, much like the cathedrals that inspired it

Please feel free to reach out with any questions or thoughts. I’d love to discuss how we can best move ahead

Building Lasting Legacies, Brett

C

The Scouting Tour Brochure outlines the vision behind Cathedral Family's signature international tours. These tours are designed to inspire families through immersive visits to some of the world’s most iconic cathedrals, combining historical beauty with spiritual lessons. This foundational resource communicates the transformational nature of these experiences, serving as an invitation for families to embark on this life-changing journey.

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C A T H E D R A L F A M I L Y T R A I L E R S :

A series of high-quality video trailers were produced to visually capture the heart of the Cathedral Family initiative, providing a compelling introduction to prospective families and donors

B . C A T H E D R A L F A M I L Y F L Y E R :

The flyer highlights the key components of Cathedral Family, blending stunning visuals with concise descriptions to engage both families and advisors.

C . C A T A L O G U E / C O L L E C T I O N :

A detailed catalog showcases the full suite of Cathedral Family offerings, from tours and curriculum to experiences and training, presenting the initiative as a comprehensive legacy-building resource

D . F U L L - C O L O R M A G A Z I N E :

Developed as both a family-focused and donor-specific edition, this professionally designed magazine offers an in-depth exploration of Cathedral Family’s mission, activities, and value, creating a lasting impression on key stakeholders.

A . T E A C H I N G S E R I E S A N D T R A I N I N G R E S O U R C E S :

A multi-session video teaching series, accompanied by daily inspirations and case studies, provides families with tools for personal and collective growth. The videos blend storytelling and actionable insights, equipping families to strengthen their legacy

CONVERGENCE TODAY MATTERS

I SEE A CHURCH

B . C A T H E D R A L F A M I L Y M A S T E R C L A S S

Professionally designed, full-color magazine-style workbooks and trade books complement the video curriculum, enabling families to study together or independently These resources are tailored to address unique family dynamics and wealth-building goals.

DREAMCENTEREDLIFE HOPERISING CONVERGENCE

Custom-branded editions of the curriculum offer personalization for families, reinforcing their connection to the content and enhancing the legacybuilding experience.

4. CATHEDRAL FAMILY PLATFORM

The Cathedral Family platform serves as a central hub for resources, event registrations, and updates, ensuring fam easy access to everyt to engage with the pro community

5. CATHEDRAL FAMILY PRODUCTIONS

The comprehensive Cathedral Family Productions guide outlines the scope of multimedia offerings. From video productions to small group curriculum, semi-custom, and custom productions serve as the backbone of Cathedral Family’s impactful storytelling and teaching.

6. CATHEDRAL FAMILY TOURS

These amilies a once insigh r legacy

The tours teach families how the principles of cathedral construction vision, patience, and generational teamwork can be applied to build enduring family legacies.

For those unable to travel, the Cathedral Family Teaching Series brings these powerful lessons into the home, ensuring accessibility for all.

A . O N E D A Y F A M I L Y

W O R K S H O P S A N D

E X P E R I E N C E S :

Designed to deepen engagement, these events offer families time to reflect and connect, fostering meaningful discussions around legacy-building goals.

Facilitated by certified Cathedral Family faculty, retreats provide a safe space for families to align their legacy plans while strengthening intergenerational relationships.

Accessible live or on-demand, webinars ensure families and advisors can engage with Cathedral Family’s resources no matter their location.

8. CATHEDRAL FAMILY EXPERIENCE

Multi-day sessions (both on-site and in-home) allow families to engage in guided storytelling, capturing their unique values, vision, and legacy in various formats.

These gatherings include interviews, generational discussions, and reflective sessions, all recorded to create a secure, digital “family library” for future generations.

C . T I M E L E S S F A M I L Y E S S E N C E :

Designed to preserve a family’s story and purpose, this offering ensures that wisdom and values are passed down authentically.

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Similar to this presentation, our publishing capabilities allow us to create a fully integrated, 100-page family album. This album can capture the essence of a family legacy tour, a legacy experience, or any of the unique activities we offer to families.

Additionally, we can develop a fully dynamic log that consolidates their courses, classes, and photos into one seamless and easy-to-use flipbook.

This unique training program, modeled after our online certification at Small Group University, prepares families to intentionally build legacies while training advisors who serve them

B . C O U R S E S & C U R R I C U L U M :

Programs feature courses taught by leading advisors, addressing wealth transfer, succession planning, and strategic philanthropy in a conversational format that resonates with families and professionals alike.

Certification programs for wealth advisors, lawyers, and estate planners provide a first-of-its-kind training opportunity in the legacy-building space

A . C A T

How To Start A Cathedral Family Group

Inspire others to build faith-driven legacies by leading a Cathedral Family Group. This role empowers you to guide families through tailored curriculum, meaningful discussions, and legacy-building activities, helping them align their values and create multi-generational impact rooted in faith and purpose.

A Cathedral Family Group

Empower your congregation to build faithdriven, multi-generational legacies by launching a Cathedral Family Ministry This program equips churches with custom resources, engaging curriculum, and actionable strategies to inspire families to align their values, create lasting impacts, and strengthen their connection to God’s purpose across generations.

Leading
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Coaching Cathedral Family Leaders And Family Members

Equip leaders and family members with the tools to build multi-generational legacies through Cathedral Family Coaching This personalized program provides expert guidance, practical strategies, and faith-driven insights to strengthen leadership, align family values, and foster meaningful, lasting impact across generations

Starting Cathedral Family Ministry In Your Church

Empower your congregation to build faithdriven, multi-generational legacies by launching a Cathedral Family Ministry. This program equips churches with custom resources, engaging curriculum, and actionable strategies to inspire families to align their values, create lasting impacts, and strengthen their connection to God’s purpose across generations.

12. CATHEDRAL FAMILY CUSTOM SERIES

Design a unique legacy-building experience with a Cathedral Family Custom Series. Tailored to your family’s values and goals, this series includes personalized curriculum, storytelling, and multimedia resources to preserve your family’s vision and create a faith-driven impact for generations to come.

Enables families to explore topics like wealth transfer, succession planning, and philanthropy in a collaborative smallgroup setting

L I B R A R Y W I T H A R C H I V I S T A

The whole universe of digital and valuable family content accumulated or created over the decades is one of their greatest generational family. Some is timely and some is timeless. Some is very creative, some is highly technical but all of it needs to be intentionally curated, creatively designed and systematically documented for a family to build a legacy that lasts. That is why we have built the Cathedral Family Library that is a secure fully customized digital family legacy platform that serves as a comprehensive digital vault serving the past, present and future generations to come.

D . C A T H E

Cathedral Family: Women’s Edition celebrates the unique role of women in building and sustaining multi-generational legacies. Through inspiring stories, practical insights, and timeless wisdom, this beautiful special edition empowers women to lead with faith, nurture lasting connections, and shape a legacy that reflects God’s beauty, strength, and purpose across generations.

TheCathedralFamilyCurriculumSamplerprovidesfamilieswithatransformative frameworktostrengthenbonds,fostermeaningfulconversations,andcreatelasting memories.Designedforfamiliesseekingtogrowcloser,thisresourceofferspractical toolsandfaith-basedguidanceforbuildingaflourishingfamilyculture.Keyhighlights include:

EngagingFamilyActivities:Creativeideasfordinnertimeconversations, storytelling,andsharedexperiencesthatencourageconnectionandfun.

LeadershipandGrowth:Tipsforfamilyleadersonguidingdiscussions, resolvingconflicts,andcultivatingasupportiveenvironment.

MemoryandLegacyBuilding:Practicaladviceforcapturingandpreserving familystories,photos,andvideosforfuturegenerations.

Faith-CenteredDevelopment:Biblicalprinciplesfornurturingspiritualgrowth andshepherdingfamilymembersinloveandunity.

Thissamplerequipsfamilieswithactionablestrategiestonavigatechallenges, celebratetheiruniquedynamics,andbuildalegacyofloveandconnectionfor generationstocome.

Prompts and Activities: Suggestions for family conversations and activities to strengthen bonds, such as family dinners, storytelling, and outdoor events.

Leadership and Guidance: Instructions on how to lead family discussions, manage group dynamics, and create agreements for family gatherings.

Resources for Legacy and Memory Sharing: Ideas for capturing family memories through photos, videos, and storytelling, as well as guidance for preserving these memories.

Conflict Resolution and Authenticity: Tips on addressing family conflicts and promoting open, authentic communication.

Faith-Based Leadership: Christian-based principles for family leadership, emphasizing shepherding, spiritual growth, and shared responsibility.

16. CATHEDRAL FAMILY CHURCH

C H U R C H C O N V E R S A T I O N A L S E R I E S

Hosting multiple churches services produced inside of some of the most historical cathedrals around the world is an idea whose time has come. LifeTogether has produced hundreds of conversational worship services––complete with music and dozens of creative formats––that offer a unique church service for families of wealth to participate individually or with families and friends.

17. CATHEDRAL FAMILY WORSHIP

Producing a worship series representing the unique worship styles of Cathedral family churches, has not only been done before, but is ready to be produced in these historic cathedrals around the world

In much the same way as building 1,000-year-old cathedrals, the creation of lasting legacies has always relied on the generosity of a few visionary patrons.

Throughout history, faith-based churches, hospitals, and museums have endured for generations thanks to the extravagant generosity of a few faithful families. This principle will also hold true for Cathedral Family, particularly in the ministry's early stages.

While we anticipate a variety of significant revenue streams, there will always be a need—and an opportunity—for a few Patron Families and strategic ministry partners to fund and fuel the vision. This support will ensure that, like the Cathedral Families themselves, this ministry lives on for generations to come.

The Cathedral Family 90-Day Donor Plan seeks to secure $1,000,000 to support its mission of multi-generational legacy building. The plan focuses on identifying high-potential donors, engaging them through tailored outreach, and securing commitments.

The first phase, builds a donor pipeline, targeting a “Top 10” list of highcapacity donors, a broader “Top 100,” and a refined database of 500+ families. Outreach includes daily calls, emails, and newsletters introducing Cathedral Family’s vision.

The second phase, deepens engagement through webinars and sharing deliverables like video trailers, Family Planners, and Legacy Libraries. Donors are invited to fund impactful experiences like Couples Trips and Family Journeys.

The final phase, secures commitments through personalized follow-ups and exclusive donor events. Contributions are tied to specific outcomes, ensuring a direct connection between donor support and Cathedral Family’s transformative initiatives.

B R I N G I N G T H E V I S I O N T O L I F E

Family Founders Campaign is a magazine-style presentation to perspective-founding member families of this new ministry. It outlines a

Cathedral Family Go-To-Market Plan: Year 1 Synopsis

Cathedral Family's Year 1 plan engages high-net-worth families in faithdriven, multi-generational legacy building through:

Immersive Experiences: 1.

Couples Trips: 5-day tours for patriarchs and matriarchs to craft

Family Planners.

Family Journeys: 7–10 day multi-generational tours with cathedral visits and legacy alignment.

Custom Resources: 2.

Launch Family Planners and Legacy Libraries to preserve stories and values.

Publish branded curriculum like the 40-Day Legacy Campaign.

Engagement:3.

Webinars, workshops, and Cathedral Family University for advisor certification.

Outcome: Generate $8M+ revenue and engage 50+ families, establishing Cathedral Family as a premier legacy-building platform.

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