My Family's 100 Year Plan: Generational Wealth and Legacy Workshop
Description:
My Family's 100 Year Plan is a transformative workshop designed to help families build a lasting legacy of wealth, success, and impact that spans generations. In this workshop, Fran Harris will guide you through the strategies, tools, and mindset necessary to create a comprehensive plan for preserving and growing your family’s wealth over the next century. From estate planning and financial literacy to business succession and philanthropy, you’ll learn how to structure your family’s assets, businesses, and values in ways that ensure prosperity for generations to come. This workshop is a must for those serious about building multi-generational wealth and leaving an indelible mark on future generations.
Target Audience:
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Families who want to create a long-term financial plan that preserves wealth, strengthens familial ties, and ensures future prosperity.
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Entrepreneurs looking to structure their businesses for long-term success and secure a legacy for their children and grandchildren.
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Wealthy individuals and families interested in building or preserving generational wealth through smart investments and careful estate planning.
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Financial advisors and wealth planners who wish to deepen their knowledge of generational wealth strategies to better serve their clients.
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Young adults who want to learn about wealth-building and long-term financial planning to ensure they leave a meaningful legacy.
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Philanthropists and community leaders looking to incorporate charitable giving and legacy work into their family’s financial blueprint.
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Families of high net worth looking to protect their assets, plan for succession, and create a lasting family legacy through strategic wealth management.
Objectives:
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Create a Vision for Generational Wealth: Help families define and articulate their long-term vision for building wealth, success, and impact across generations, grounded in shared values and goals.
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Build the Foundations of Wealth: Learn the essential tools and principles for growing and managing wealth, including investment strategies, real estate, business operations, and tax planning.
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Master Estate and Succession Planning: Understand how to structure wills, trusts, and other estate planning tools to ensure that assets are passed down effectively, with minimal tax impact and maximum benefit to future generations.
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Empower the Next Generation: Equip younger family members with the financial literacy, mindset, and skills needed to take on leadership roles in the family’s wealth-building endeavors.
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Plan for Business Succession: Learn how to create a business succession plan that allows for the smooth transition of ownership and leadership in family-owned businesses.
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Incorporate Philanthropy and Giving: Understand how to integrate charitable giving and philanthropic efforts into your family’s wealth-building plan, fostering social impact and legacy.
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Protect and Preserve the Family Legacy: Explore strategies for safeguarding your family’s wealth against unforeseen challenges, from market downturns to legal disputes, ensuring the longevity and protection of your legacy.
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Establish Clear Communication and Governance: Develop effective family governance structures to foster transparency, communication, and unity, ensuring everyone is aligned with the 100-year plan.
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Take Action with Confidence: Leave the workshop with a clear roadmap for your family’s wealth, business, and legacy plan—equipped to make strategic decisions and take actionable steps toward securing a lasting legacy.