Calling all parents

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Book a call with a family legacy expert

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What matters most to your family?

Set a Firm Foundation

Create a value system in the home, help your kids to create value in the world, and create a last name that means something

Strong Relationships and breakthroughs

Create a deeper connection with your spouse and your kids that last a lifetime

Pass on Money Skills & Practical Skills

Learn from the world’s best in helping your kids understand money and the skills required for success


We have created the world's best
parenting community

Dinner Table Community

Ready to close the Bank of Mom and Dad? Join our FREE community of parents and grandparents dedicated to passing down financial wisdom. Connect with like-minded parents, access expert resources, and learn proven strategies.

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Value Creation Coaching

Our community embraces strong family bonds and instills values that encourage both personal and communal growth. With guidance from our experts, you’ll learn how to nurture your children into empowered, thoughtful individuals.

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Foundations Workshop

This one is for the Moms and Dads. In this 4-week virtual workshop, you will learn to successfully pass on the values, skills and traits that matter most to you.


Legacy Accelerator

The 12-Month family program that sets up a strong family for generations to come: values, finances, mindsets, skills, and depth of relationship. Learn all 18 strategies of legacy.

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Corporate Training

Do your employees have a strong financial training for their whole family? Strong families equal strong businesses. Bring us in!

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Dinner Table Academy

Give your clients, your employees, or start a new business in a box. Train, retain, and automate new leads with our white labeled approach

This training solved all of our conflict and nagging around chores and trying to motivate our kids. It's unbelievable! Our kids have taken responsibility around the house and are proactive in looking for ways to create value. From unpacking our U-Haul to fixing their own lunches, they're starting to understand and enjoy the freedoms that come with more responsibility.
Adams family
Adams family
These Family Legacy strategies include much more than passing on financial assets and businesses; we intend to pass on values, beliefs and standards that give our family the integrity, skills and the character tosucceed long after we’re gone. This unites us in a purpose that lasts and brings us closer together. Best investment we've ever made!
Family photo
“We’ve seen her having conversations with her younger siblings about the difference between adding value and just doing what’s expected.”
“I’m loving the fact that they’re earning their own money.”
Sykes Family

Stay updated with our special Dinner Table events and more. Even if we do not reach out often, you will always be a part of our family.

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