Unlock Your Hidden Wealth for Generations to Come

When Bob and Edna Wyatt passed away, they left behind a financial estate worth over $3 million for their three children: Mark, Sarah, and Ben. As college-educated professionals, Bob and Edna believed their careful planning would secure their children’s futures. However, without a clear roadmap of shared values and purpose, the inheritance quickly divided them.

Don’t unintentionally create a divisive legacy

Mark used his share to start a business, driven as usual by ambition and a desire for success. Sarah, the middle child, poured hers into a community arts project that she believed honored their family’s creative spirit. Ben, the youngest, sought personal fulfillment, spending his portion on travel and self-discovery.

Conflict erupted almost immediately. Mark resented Sarah’s spending, labeling it wasteful. Sarah felt unsupported and attacked for pursuing her passion. Ben, overwhelmed by the tension and lacking direction, distanced himself from his siblings.

The family fractured. They stopped speaking regularly, each harboring resentment and confusion about their parents’ intentions. The financial wealth they inherited, instead of uniting them, became a painful reminder of their parents’ absence and unmet expectations.

One day, while sorting through old belongings, Mark stumbled upon a forgotten journal written by their father, Bob. Within its pages, Bob had chronicled family traditions, personal reflections, and life lessons learned over the years. Inspired, Mark began to distill his parents’ values and stories, seeking to understand their true intentions.

He reached out to Sarah and Ben, determined to reconnect and find a way forward. Together, they worked through their differences, rediscovering the values and beliefs their parents cherished. With effort and commitment, they began to slowly rebuild their bonds, using the journal as a guiding light to shape their collective legacy and reunite their family.

For most families, a fracture like this is permanent.  

So how do you avoid permanently dividing your family when your time comes? Here’s what Bob and Edna could do today to avoid the family conflict entirely. 

Bob and Edna recognize that leaving a financial inheritance alone is not enough. They enroll in the TrueWealth Family Legacy^SM Journey and proactively document their wisdom, life story, and love. Together, they craft a comprehensive legacy plan that includes life stories and key lessons learned, wisdom they want to pass on to their children, and a Family Legacy Letter centered on integrity, creativity, and connection.

They also leave a letter for each of their children, telling them how much they love them and letting them know what their hopes and dreams are for their future, including family harmony. Their legacy isn’t left to hope or chance.

With TrueWealth Family Legacy^SM as their foundation, the Wyatts hold periodic family meetings to discuss their legacy, share personal stories, and ensure everyone understands the purpose behind their wealth. When Bob and Edna pass, Mark, Sarah, and Ben are prepared. They don’t need fate to guide them; their parents have already done so with intention and care.

Mark expands his business with a sense of community purpose, supported by his siblings. Sarah’s arts initiative flourishes with family involvement, and Ben finds direction and purpose through shared family goals.

When the Wyatts intentionally pass their human capital there is no fracture—only a legacy of love, connection, and unity. Bob and Edna’s decision to pass on their TrueWealth^SM ensures their family doesn’t need to rely on luck or a hidden journal. They create a legacy that will guide their children and future generations with clarity, values, and enduring care.

Learn more about our TrueWealth Family Legacy^SM System and how you can pass what matters most to your loved ones by coming to our upcoming workshop.

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