Wealth Legacy Institute

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About Wealth Legacy Institute

Wealth Legacy Institute, Inc. is an international wealth planning advisory firm created to enhance the financial, intellectual and human capital of our individual, family and nonprofit clients.   

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Financial Planning and Advice

The First Stage is where most financial planning begins. WLI uses a unique and collaborative Discover>Design>Deploy>Deliver> approach to planning, called the Wealth Legacy Planning Optimization Wheel™. In traditional planning, consistent with the College of Financial Planning, a plan usually covers six key areas: Financial Position (Net worth/Cash Flow), Risk Management (life, disability, health, long-term care, property casualty insurances), Investment Management/Education Funding (portfolio allocations and construction), Retirement Planning (how much does one need & when), Tax Planning (managing gains/losses) and Estate Planning (wills, power-of-attorney, living will, and medical power-of-attorney). Not one decision is made without impacting another or several areas. Consequently, it is imperative that all decisions tie together in a comprehensive plan.

Essential Estate Planning

Once your values, beliefs and goals are identified and illustrated, the Second Stage includes documents such as wills, guardianship, simple trusts, living wills and powers-of-attorney. These can be created to reflect your basic transfers or unexpected loss.

Client Retreat

The Third Stage uses our proprietary Optimizing Wealth/Enriching Lives Questionnaire, which helps clients articulate their life purpose and establish individual and family goals. Wealth Legacy Institute assists clients in creating Mission and Vision Statements, a Family Philosophy and Letter of Intent; which helps clients express their preferred goals and objectives. This becomes the guiding document – the individual or family constitution – that directs the professional advisory team through the remainder of the Wealth Legacy Planning Optimization Wheel™.

Family Meetings

Upon completion of a client retreat, the Fourth Stage offers the opportunity to openly communicate the purpose of your life and wealth goals with that of your family. This process invites your family and heirs to participate by creating a shared family vision.

Advanced Legal/Accounting/Financial

The Fifth Stage integrates non-tax reasons for planning with advanced tax, legal and financial strategies. This Tier requires high levels of technical expertise from a number of professional disciplines as well as continuous cooperation among the advisors. With the chosen team of advisors and the family Letter of Intent completed, our clients are equipped to lead the planning process and achieve results that exceed even the most optimistic expectations.

Family Enterprise Leadership Retreat

The Sixth Stage is the ultimate goal in fulfilling family harmony and is designed to strengthen the business of the family. Not economic success, but emotional well-being and a capacity to function as a successful social enterprise. The Family Leadership and Life Skills training may be conducted in a three-day retreat or over of period of months. Facilitated by experts, each of your trusted advisors share information and ideas to help prepare the next generation of family leaders in the key areas of finance, legal, philanthropy, leadership and fun.