Legacy Compass
Legacy Compass is a guided process supported by a private family portal: a place to return to the ideas, answers, and guidance that shape what you are building together.
Bring the right people in
Read, listen, reflect, and move through the work at your own pace. Invite the people you want involved when the time is right, then gradually bring individual perspectives into a shared understanding.
When context matters
Legacy Compass gives your family a place to return to the reasoning behind important decisions. That context supports family governance: a shared understanding of how decisions are made, what responsibilities people carry, and why those choices matter. Keep policy notes and questions close to the work, adding folders and notes as your family’s needs evolve.
Built to grow with the work
Some families will use Legacy Compass as a self-guided way to begin succession planning: preparing the next generation or a professional to take on responsibility, at a pace the family chooses. Others may bring in administrators, advisors, or more tailored support. Legacy Compass gives the work a place to begin and room to grow.
When a more tailored path helps
For families who want a more tailored path, Legacy Compass can become a shared foundation for work alongside trusted advisors and professionals.
Start Legacy Compass and create a private place for the guidance, conversation, and shared understanding that help an inheritance endure.
