Podcasts
Podcasts
EPISODE 9
Pathways to Multi-Generational Legacy Presentation
What would it be worth to you and your family if you had a process that you knew could help you leave a harmonious world changing legacy for many generations? Your family legacy includes all that your family holds dear and wants to preserve in future generations.
EPISODE 2
Goal Setting
Retreats - Round Table Discussion
It’s a system for success that I’m pretty sure you won’t hear much about in many other places. But this has been a critical process for us individually and as a family. I learned about this process from a mentor who had focused on success in this specific area of life more than I had.
EPISODE 34
What 2020 Taught
Us - A Family Round Table
It’s that time of the year again where we set our goals and talk about how we can support it in the future! Today’s episode is another family round table discussion! 2020 was a crazy and interesting year. It took a lot away from us but it also gave us a lot to ponder about.
Home
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The Movement
What is Holistic Wealth?
Five Capitals Framework
Why Families Fail and Why Legacies Thrive
Generational Wealth Statistics and The Problem
Beyond Business
About
Our Story
Bio
Five Capitals in Business
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Advisors
Workshops-in-a-Box
Financial Advisors
Legal Advisors
Experiences
Workshop: 100 Year Legacy Vision
Workshop: Family Compass
Course: Thriving Family System
Course: Strategic Planning (Entrepreneur Life and Business)
Speaking: Book Lonnie for Your Event

Home
Empty space, drag to resize
The Movement
What is Holistic Wealth?
Five Capitals Framework
Why Families Fail and Why Legacies Thrive
Generational Wealth Statistics and The Problem
Beyond Business
About
Our Story
Bio
Five Capitals in Business
Empty space, drag to resize
Advisors
Workshops-in-a-Box
Financial Advisors
Legal Advisors
Experiences
Workshop: 100 Year Legacy Vision
Workshop: Family Compass
Course: Thriving Family System
Course: Strategic Planning (Entrepreneur Life and Business)
Speaking: Book Lonnie for Your Event