Cathedral Family Phase2

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FAMILY CATHEDRAL

P H A S E 2

CATHEDRAL FAMILY PHASE 2

Dear Don,

Reflecting on our time together during the scouting trip to Europe, I’m struck by how meaningful it was to walk alongside you through some of the most breathtaking cathedrals in the world Experiencing their grandeur and understanding the legacy of dedication they represent brought the profound potential of Cathedral Family into even sharper focus

As we stood together in those sacred spaces, the parallels between building a cathedral and cultivating multi-generational family legacies became undeniably clear These moments reaffirmed not only the vision of this project but the unique opportunity we have to create something transformative for families around the world

While the trip gave us all a taste of the possibilities, we understand that the full breadth of this initiative may not yet feel tangible. That’s where this next phase comes in. We’ve laid a strong foundation with deliverables such as the scouting tour materials, marketing resources, initial video production, and the Cathedral Family website Now, we need to take decisive steps forward to bring this vision to life at scale

The next phase is essential for refining and expanding our work, enabling us to create deeper resources and programming that families and advisors can use to build legacies rooted in faith and purpose. To support this, we’ve outlined the attached seed funding budget, which details how we’ll 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

1. CATHEDRAL FAMILY SCOUTING TOUR

S C O U T I N G T O U R B R O C H U R E :

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.

A . 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

AND

B . C U S T O M S M A L L G R O U P S E R I E 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

BORNFORTHIS

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

The Cathedral Family website serves as a central hub for resources, event registrations, and updates, ensuring families have easy access to everything they need to engage with the program.

scan or visit online at CathedralFamilyLegacy.com

5. CATHEDRAL FAMILY PRODUCTIONS

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

6. CATHEDRAL FAMILY GUIDED 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 O R T W O D A Y

F A M I L Y W O R K S H O P S :

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

C . O N L I N E W E B I N A R S :

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

C O N F E R E N C E S :

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

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.

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

A . F A M I L Y - F O C U S E D

C E R T I F I C A T I O N :

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 A N D 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.

C . A D V I S O R T R A I N I N G :

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

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

A . C U S T O M C U R R I C U L U M

11. CATHEDRAL FAMILY CHURCH

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.

11. CATHEDRAL FAMILY CHURCH

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

Each deliverable above represents a cornerstone in building the Cathedral Family initiative From impactful marketing assets and professional-grade curriculum to immersive tours and family experiences, our work has established a robust foundation for multi-generational legacy building.

The scope and quality of these offerings have positioned Cathedral Family as a comprehensive resource for families and advisors, ensuring long-term engagement and success.

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