Custom experiences designed by you!
Don't just leave a legacy, leave an experience
- Legacy Tours: Combines financial planning and leisure assistance with a focus on creating personalized, legacy-building experiences.
- Unique Advisory Firm: Unlike any other firm, it shares customizable experiences to celebrate life’s successes.
- Expanding Life’s Reach: Founded with the aim of extending one’s legacy beyond their years.
- Crafting Unforgettable Experiences: Helps design experiences based on life lessons and passions to pass down to heirs.
- Diverse Offerings: Covers everything from showcasing your roots to family-oriented events and resourceful experiences.
- Blending Life Experiences: Combines life experiences with resources to create lasting memories.
- Complete Concierge Services: Provides full-service planning, logistics management, and expense tracking.
- Customization is Key: Tailors each trip to clients’ unique passions.
- Availability and Efficiency: Always accessible for last-minute reservations and changes, leaving clients free to focus on their mission.
- End-to-End Planning: Offers comprehensive planning for customized events and knowledge transfer.
The Three Rules
Rule 1:
Document your past positive life experiences
Rule 2:
Write out your top 25 things experiences to do (your Bucket List) and then focus on the top 5 of those items to get done in the next year.
Rule 3:
Designate an organization to help pass on your wishes to your family, friends, or favorite charity(s) when it will offer the best results for them.
Our concept is about sharing life experiences, not just leaving money behind, as money is a fleeting medium with limited positive impact once you’re gone. It’s crucial to be proactive in caring for others, as your ability to guide and help them diminishes over time due to increasing expenses and potential forgetfulness. This recognition of the transient nature of life often leads to growing spirituality as we age, even for those who may not be particularly religious.
Rule 1: Document your positive life experiences
This will take some time but will begin the process of enabling others to see, hear, and feel what you did and how it affected you, hopefully leaving your distinctive advantages with others in learning how to become a better person.
Look at your legacy from a different perspective. Imagine yourself in a situation where a priest is offering you your last rites. What would you want to express, do, or rectify? From my own experiences, I’ve come to realize three essential things: First, the most cherished memories often don’t involve extravagant spending. Second, personally, I wouldn’t want to regret spending too much time in the office, neglecting my family and friends in pursuit of wealth. Lastly, and most importantly, I would never want to wish that I had taken more chances in life, seizing opportunities to enrich my own journey.
Rule 2: Write out your top 25 things experiences to do (your Bucket List) and then focus on the top 5 of those items to get done in the next year.
Start actively contemplating the life experiences you desire and how often you wish to have them. These experiences can vary in scale, cost, and purpose, spanning from charitable to indulgent. Reflect on your true aspirations for a life filled with meaningful and memorable moments.
Utilize a budget, recognizing that financial priorities differ from person to person. Choose the most significant experiences for yourself or others, often surprisingly affordable. Documenting your sources of happiness and passing them on after your time is our primary focus, believing it contributes to a better world for those who remain. Investing in sharing life-altering experiences is more impactful than conventional wealth transfer, providing lasting dividends.
Among the top 5 experiences you’ve listed, consider prioritizing them by timeframe. Are there items you can accomplish today, this month, this quarter, or by year’s end? Make a plan, jot down ideas, or as I often say, ‘schedule them,’ allocating time to fulfill these aspirations. By doing so, you’ll discover that thoughtful planning yields greater benefits and a more enduring impact for yourself, others, and those who can benefit from your generosity.
Rule 3: Designate an organization to help pass on your wishes to your family, friends, or favorite charity(s) when it will offer the best results for them.
This has, and will always be, the most critical service we provide. We are continually seeking the safest methods for you to invest in passing on your life experiences. Understanding what you’re doing and how your most valuable asset class is being safeguarded is essential. We strongly advise consulting with experts and specialists, particularly fiduciaries in their respective fields, including estate planners, financial planners, attorneys, trustees, and those whom you already trust in your life.
We are committed to guiding you through this process, but your active participation and awareness are essential to ensure the best possible outcome. There may be unforeseen factors at play, such as changes in time, location, service costs, and inflation, which can impact your plans.
The Benefit:
The true benefit to you of making this a part of your Legacy is that it puts you in control of to who, how much, when and how it will be used instead of letting it all be occur in a time of distress for others when they mourn over the loss of having you in their lives!