Illuptas eruptatem que num nobisci tatiandit quia que necto ommolupta nulluptatem. Re, ut repelen emporest faccum, voluptat lit, iminverias asimusa quiaecuptati idipsam, ex eum dere la voluptatur? Quist, que odi optisimus, ommoles tibustiore reped ut audisci maximus sinvend iciminit reicae sit il idunt, exerumqui odistiuntur arcimai onsequi atiberum quia natur mi, ut fugit, esse endit autem eum fugia imusaepres aliquoditi sitaspi endipisi beribusam es re volupta aspis aboriae laudia voluptibus excersperro ea voluptate con resed et fuga. Itas eictis et esseditem natium repel evenducid que sunt ullibus erovidicatem serspelitam, sam fuga. Natur suntius reium eni ut es as nectempora qui as aut abor soluptae non eum volesti cullament.
Faccum ea plat. Iquodit esto dus.
Dandebitam ex et qui omni quidio is maiore eribusandunt premoluptio quis nis dis doluptaero imincta asperorum voluptus acitati utat ommod quam nis que a perum que persped moluptam, quam, tem quo endelen ihitio. Ma dellabo. Ut lautem re, conseque sim que comnis invelecus, non corempo repremquis maiorio. In restibu saperia derion pror sita dolut minctur? Tust aut et ullorest, sumquisciet faccum am, ut vit alita simod explab int vit harchil itasped ut iniscitae num nonsedite dentotaturia solora que evel erro doloreribus.
Dunt as cus et inum culpa que ent.
Pis et ea et autatem voluptasi digenita volorere poribus accum ideremolorro que ressi inctet aut idunt modipsandus quatio tesequaspero doluptatem ratus
endorsements
“I think that’s what Tom has paved the way for. We heard about Tom, spent a little bit of time with him, and then said, ‘Okay, we gotta hear more.’ So, we spent two full days with Tom, and he personally walked us through his process. We’ve really put that to memory, and as Tom says, ‘Take it and run with it,’ we’ve done just that.
Now, we’re applying his process not only for ourselves and our own family but also for our clients. What’s remarkable is how much we’re learning along the way. It’s funny how, as facilitators, we end up learning as much as everyone else in the process.
What Tom has laid out is a process that leads to all these points of discovery. It’s a continual process that fosters togetherness and unity, which is what we’re really trying to accomplish.”
—DAVID HARPER
“I’ve known Tom Conway now for about 25 years, which technically feels like half a century—though that might seem a bit long!
Tom is not only a great friend but also, unintentionally, a great mentor to me. We both work in the same field—the wealth management and generosity field—and I’ve learned so much from him over the years. I still get to work closely with him, encouraging families in the stewardship of their wealth and generosity.
Together, we help families thrive. I focus more on the technical, planning side of things, but one of Tom’s greatest gifts is his pastoral counselor’s heart.
Most professionals in our industry approach things from a technical perspective—as attorneys, accountants, or financial advisors—but Tom has this unique ability to mentor and counsel. He draws out from families what they truly want to achieve from a heart perspective, often asking questions they didn’t even know they needed to ask. It’s always a thrill to partner with Tom in serving families as they steward their wealth and resources.”
—MICHAEL KING
“I’ve been on this journey for over 20 years, seeking to learn everything I can about what families need to do—not only to leave a financial legacy but also to strengthen the relational fabric of their families. Tom is a master teacher.
He has an incredible gift—not all do—of simplifying and synthesizing complex ideas. What he’s done here is lay out everything he’s learned about how to do this work. This is an amazing opportunity to sit at the feet of a master as he shares concepts, stories, and principles that will elevate your practice.
When I started this work, it was really intimidating. There wasn’t a manual to guide you. But I’d tell you now—there is a manual, and Tom has it. You should come to his next event and learn from Tom Conway.”
—DAVID A. WARNICK
1 session Introduction to Multi Generational Legacy Coaching
Financial advising is so much more than creating tax strategies. While that is part of it, you must consider how a person’s wealth will affect his or her family for generations to come. Unfortunately, most family wealth is created by the first generation, managed by the second generation, and spent by the third. What happens to the family after them? In this session I would like for you to consider some key factors in perpetuating someone’s legacy for generations and even centuries to come. The person sitting in front of you is not the only one you should advise.
Before you start this first meeting, get contact information for every participant, so you can connect between meetings. This is voluntary, so there is no need to share your information with anyone other than the group leader if you are uncomfortable sharing your information with the group.
BEGIN YOUR TIME TOGETHER BY USING THE FOLLOWING QUESTIONS AND ACTIVITIES TO GET PEOPLE TALKING:
Icebreaker
Who do you know who has left a lasting legacy?
• Whether your group is new or ongoing, it’s always important to reflect on and review your values together. On page ??? is a Small Group Agreement with the values we’ve found most useful in sustaining healthy, balanced groups. We recommend that you choose one or two values—ones you haven’t previously focused on or have room to grow in—to emphasize during this study. Choose ones that will take your group to the next stage of intimacy and spiritual health.
• If your group is new, welcome newcomers. Introduce everyone—you may even want to have name tags for your first meeting.
• The Small Group Calendar on page ??? is a tool for planning who will host and lead each meeting. Take a few minutes to plan hosts and leaders for your remaining meetings. Don’t skip this important step! It will revolutionize your group. If anyone is hesitant, simply tell them to think about it, and you’ll get back to them.
Watch the
VIDEO
Use the Teaching Notes space provided to record key thoughts, questions and things you want to remember or follow up on. After watching the video, have someone read the discussion questions and direct the discussion among the group. As you go through each of the subsequent sections, ask someone else to read the questions, and direct the discussion.
DISCUSSION
Questions
• What is a legacy?
• In the video, Tom said, “The most significant legacy people leave is not all about money. It’s really values, character, and memories.” What is the importance of the family meeting? What are the challenges of the family meeting?
• Ecclesiastes 2:18-19 says, “ I hated all the things I had toiled for under the sun, because I must leave them to the one who comes after me. And who knows whether that person will be wise or foolish? Yet they will have control over all the fruit of my toil into which I have poured my effort and skill under the sun. This too is meaningless.
• How can people transfer wisdom as well as wealth?
• How is letting the heir figure it out not expressing love?
Questions APPLICATION
1. How do you dig down to the next generation?
2. How can you help prevent wealth transfer from failing?
3. How can you increase communication and trust in a family?
4. When you think about the process that integrates what the family members learn together, which of the following is your practice strongest in? What areas should you grow in?
• Communication
• Openness
• Trust
• Accountability
• Team Consensus Building
• Articulating & Sharing Values
• Unifying Behind a Common Mission
• Financial Management
• Estate Planning
• Charitable Giving
5. Based on this session, what is one thing you can do this week to implement these principles into your practice? (You’ll be asked about your progress in the next session.)
READING
PLAN
The Family Legacy by Design Coaching book is a great way to reinforce what you are learning in your small group time every week. The work you do on your own will greatly benefit you and your group time.
