Design Your Legacy - Life Lessons

Design your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values?

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Families of wealth don’t build a legacy to pass on so the NextGen can buy a sports car and wrap it around a tree. They hold the intention to want to give the best of themselves, as well as their assets, but aren’t sure where to start. From emotional and relational perspectives, what are the bigger reasons around designing a legacy? What is enough … or how much is enough in defining enough-ness? What values have we accepted around money from our families?

In this episode, hostess Angelina Carleton speaks with property investor Linda Southwood about what we learned about money growing up, especially the good things. She shares her tips for balancing expectations with philanthropy, offering firsthand experience of what worked in her life with her children. You’ll learn there are different ways of relating to money, such as “debt proofing” your kids so they know where their money is going. Tune in and learn how you can design your holistic legacy plan starting with honest conversations around money and philanthropy… to focus on what’s truly meaningful. Learn more about Linda at www.culbonecoaching.co.uk.

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Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

#humancapital #spiritualcapital #intellectualcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

Design your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values?

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Are you an online influencer who needs to protect your Name, Image and Likeness? In the world of asset protection, learning about how to protect your intellectual property is often skipped over. Licensing your name, understanding the value of your phone number and learning about minor as well as adult guardianships can turn your blind spots into an opportunity to build your team. In an era where retaining a tax planner is smart design of your legacy planning, so too is the idea of adding a business manager to your team as an entrepreneurial when the time is right.

In this week’s episode, Angelina Carleton chats with Scherrie Prince, Esq, an attorney who has learned the hard way why proper planning is so important. After losing her mother at age 16 and watching her family’s 150 acre farm be divided up in an atmosphere of little to no trust, she emphasizes how constant communication is better than quarterly communication. Scherrie brings a real life perspective, challenging the lack of exit planning most individuals have because they haven’t built in any legal protections. She introduces the concept of equity stripping as one remedy ... Learn more about Scherrie at www.linkedin.com/in/scherriespeaks.

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Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

#humancapital #spiritualcapital #intellectualcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

Design your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values?

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Succession! To get results, how do you transition and keep communication open? How do you communicate your vision with those involved in the family business and those who benefit? How do you keep everyone up to speed within the group as well as handle group differences? As a second generation of a family business, Dr. Fultz experienced the overall transition between the initial ‘Mom and Pop’ enterprise to bringing in a management team, facing bigger problems as well as growth. Their family business was and is in 48 states as well as 30 countries and Steve has had to trust himself through every year and test!

Now, he is bringing his daughter into the business. Don’t miss out on this chance to hear Steve speak into how he is designing his legacy today based on his character, sense of pride and just being ‘a good person’… like how his grandparents were ‘salt of the Earth people’. A legacy is so much more than one’s finances … it is your name, handshake and trust created within yourself and with others to last because you are ‘grateful’ for those who have shaped your life. In this podcast, Angelina Carleton speaks with Steve Fultz about his best life and business lessons. Tune in now! Learn more about Dr. Fultz at https://stevefultzphd.com.

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Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

#humancapital #spiritualcapital #intellectualcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

Design your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values?

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Business owning families often find themselves in need of frameworks and mechanisms to create continuity when it comes to communication, shared purpose and values. But many aren’t sure where to start when it comes to get-togethers, councils, constitutions, forums and committees. Wealth creators get caught up in the demands of the business, forgetting to learn how to nurture beliefs and behaviors of the NextGen – often not blocking out time to create reliable stewards. So how can you increase your family's awareness of your shared purpose, uniqueness, and philosophy to build trust?

In today’s episode, Angelina Carleton is joined once again by Laura and Riccardo Gambineri, founders of Trusted Governance, to speak into how to supervise, shape and add to new family conversations around stewardship and governance. They shed light on the value of human interaction and the non-financial aspects often not discussed in family offices. By shifting the focus from pressure and expectations to rejuvenation and self-actualization, you’ll learn how to improve your family’s governance and make sure all members feel heard at the table. Tune in and discover how good governance can significantly influence your wealth preservation and family harmony.

Learn more at https://www.trustedgovernance.com.

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Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

#humancapital #spiritualcapital #intellectualcapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

Design your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - Even though Halloween just passed, for many of you, the ‘trick or treat’ is whether you realize the connection between karma and your legacy... Where wealth, or money, itself cannot teach you how to bring in more balance or joy to shift terrorizing fears or haunting frequencies. In the broader sense, your life is a series of tests where the record of your decisions becomes your legacy … in the ripple effect, or the physics of your metaphysics. But where do you start? In this special podcast episode of “Design Your Legacy”, I speak with retired US Naval Submarine Force Commander Tina Erwin, to unveil the connection between protecting a fleet of 86 submarines to raising your frequency in order to overcome spiritual attacks. We speak about individual karma, group karma and the needed strategies to bring you back to happiness, release unneeded attachments, and step into a world of freedom with your personal agency. No tricks, all treat. Tune in and learn how to be specific in your healing and design a fulfilling legacy you love! Purchase one of Tina's books at https://bit.ly/3QJkTA3 and learn more at her website https://ghosthelpers.com. - Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com! If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com. #humancapital #spiritualcapital #intellectualcapital #legacycapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

Design your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - How important is healing and not bleeding to death? Triage in a hospital is a process to stop the bleeding, to stabilize and to allow for recovery. PTSD can happen for both physical injuries as well as emotional wounds and triggers … especially individuals whom have experienced relationships with those who have NPD (Narcissistic Personality Disorder). Recognizing NPD traits is half the healing journey in ‘awareness’ and the other half … is finding the remedies. Subtle, sinister and savvy – NPD’s are experts at getting you into their web. In her 70’s now, author and divorcee Patricia Watson used to be married to an individual with NPD (narcissistic personality disorder) and was a part of a family business. After her divorce, she lost much of her assets including her initial legacy plan of creating a vacation home for adoptive mothers. Being that NPD is an unavoidable trend today, Pat decided to write a few books based on her own real life experiences. To stay in relationship with a narcissist is both detrimental to your soul and mental health. But to leave, well ... It’s common for the NPD to make their victims look bad, in either the social or professional scene. What is it you need to know? Tune in and find out! - Ms. Watson's book can be purchased at https://amzn.to/47qZZeP. - Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com! If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com. #legacycapital #emotionalcapital #humancapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

Design your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - One-hundred-year families, as well as new wealth creators, often procrastinate their holistic legacy planning because they don’t know where to start. And starting to fill in the foundational pieces can be a challenge when you have your head down focused solely on your business in your time and energy. So ... how can begin to map out your purse of knowledge and leverage a family office perspective? Is this even possible when you don’t even know the questions to ask? In this week’s episode, Angelina Carleton sits down with attorney Josh Kanter, founder of Leaf Planner, a virtual family owner’s manual that offers a comprehensive remedy to your family’s organization, education, communication and decision-making. After 20 years of running a family office, Josh speaks into the opportunities for new engagement and conversations. Mr. Kanter also highlights the key questions to ask when it comes to developing more trust, communication and connection. Tune in and learn how you too can 'turn a new leaf', and have your most important data in one secure online space! - Through Leafplanner and Josh Kanter Wealth Advisory Services, Mr. Kanter's goal is to share his experience, knowledge and tools to help the 100-year family survive and thrive by providing thoughtful, personalized family, business and legal consulting services to his clients. After graduating from Emory University with a degree in Economics and Political Science, he continued his education at University of Chicago, where he earned a Doctor of Law degree in 1987. Following his schooling, he joined the prestigious law firm, Barack Ferrazzano, serving as an attorney in real estate, corporate, and securities law. Following several years in the legal space, he decided to focus on his family business where he currently serves as President of Chicago Financial, Inc., a single family office overseeing a complex organization of trusts, investment and philanthropic entities for a multi-branch and multi-generational family. With experience in the areas including hedge fund investments, private equity, real estate, venture capital, and art, he continues to help direct these entities. - Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com! If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com. #legacycapital #emotionalcapital #humancapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

Design your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - It’s a common oversight for NextGen family members – finding a vision all your own, after a leadership change, all the while skipping over the branding bit when both could be an accelerator, game changer and force multiplier. Branding creates notoriety, a visual recognition of your company as well as an emotional connection. So how do you transform your functionally-led company to that of an emotionally-led brand, in simplifying the complex and transforming your firm into a meaningful legacy to last beyond your years. In today's episode, hostess Angelina Carleton discusses the journey of a family business over 60+ years with Ed Delia, offering insights into how you can weave your values into your legacy. He asks ‘what are you left with after the moments?” whether you are winning as a champion or in the ‘sensibility of time’ when fully engaged. Listen to receive both wisdom and Ed’s real life experiences to inspire you to design your legacy with ‘old world honesty’ today! - Ed Delia became President of Delia Associates in 1998, assuming full control of the company founded by his father, Michael A. Delia, in 1964. Under Ed’s leadership, Delia Associates has contributed directly to the success and growth of a wide variety of clients, from global to regional organizations. Under Ed’s direction, Delia Associates developed and launched a proprietary brand development system designed to take customers through a detailed process that results in the development of a unique brand identity platform. This innovative and self-contained system, called The Brand Leadership Solution™, was first introduced in September 2003. To date, it has been successfully used to launch, introduce, or revitalize more than 200 brands. He is a past recipient of Somerset County’s Outstanding Business Person of the Year. Ed was also recognized with two Chapter Achievement Awards while serving on the board of the Entrepreneurs’ Organization NJ Chapter. Ed is one of only 250 professionals nationwide to be designated a Professional Certified Marketer (PCM) by the American Marketing Association. - Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com! If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com. #legacycapital #emotionalcapital #humancapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

Design your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - When it comes to your digital files, it’s natural to feel overwhelmed in managing your privacy. The secret is to protect your virtual data anywhere (SSE/SASE) as well as to be able to restrict information, by structuring your systems right from the start. Evgeniy Kharam, a cybersecurity architect, is an expert on this subject. He understands zero trust security, firewalls as well as the value of mastering ‘soft skills’ to protect his data as well as his client's segmentation. In today’s episode, host Angelina Carleton sits down with Evgeniy to uncover why password management is so important and how proper due diligence is essential before investing into your cybersecurity. You’ll discover insights around ChatGPT as well as what you need to know about external thumb drives, malware and ransomware to be up to date. Tune in also as Evgeniy asks ‘what if your legacy is what you leave in the world to be the better version of yourself?'! - Evgeniy is a cybersecurity professional who has had the opportunity to spend more than 40,000 hours providing pre and post-sales support as an architect and principal consultant in various technologies. Evgeniy has worked with medium to large enterprise level customers ranging in sizes from 500 to 100,000 employees. Evgeniy is very passionate about cybersecurity technology, vendor relationships, and architecture. He believes in connected infrastructure, a significant need for vendor consolidation, and the ability for security control to integrate and share information. Mr. Kharam brings much knowledge about VAR, MSSP, and technical pre-sales. And as a result, Evgeniy has become proficient in speaking on most cyber security technical domains, including; Endpoint, Security, Network Security, SIEM/SOC/SOAR, SASE/SEE, VMS, and Cloud Security, to name a few. - Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com! If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com. #legacycapital #emotionalcapital #humancapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.

Design your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values? - In anyone’s mind, more than half our thoughts begin as negative! But today, entrepreneurs are discovering the power of neuroscience to change their mindset so designing a legacy can become a reality. So set aside your logical mind for a moment because – it’s all about honing in on what it is you are telling your subconscious each day and night. In this podcast episode, Angelina Carleton speaks with Nathalie Plamondon-Thomas about a two-step neuroscience hack that allows you to exit the loop of sabotaging behaviors so you can actually design a meaningful legacy. Learn how to position negativity in your past so you can expand choices, be at your best, and change your future. If you’ve been looking for a system to build your confidence, especially in the agency of your personal legacy, this episode is for you! Learn more about Nathalie at https://thinkyourself.com. - Fluent in English, French and Spanish, Nathalie is an international No.1 Bestselling Author of fifteen (15) books on success, communication, wellness and empowerment. She is the Founder and CEO of the THINK Yourself® ACADEMY, offering leading-edge courses, training and events. In the past 30 years, she has inspired over 100,000 audience members through her public speaking on stages and empowered thousands more as clients. - Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com! If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com. #legacycapital #emotionalcapital #humancapital

Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.