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? - Your wealth is growing, and you don’t have the staff on hand to manage all the moving parts. When there are asset taxes, regulatory risks, and your reputation at stake, this could unravel your whole legacy vision for generations to come – including managing relationships with various family members. How can you set up your family office so as to manage your legacy and wealth the same way you manage your business? In this week’s episode, Angelina Carleton speaks with Peter Brock, founder of BeeWyzer.com. Peter shares eight key areas of how your modern family office structure can preserve and organize your legacy, to keep day to day operations on track for continuity and momentum. Listen in to learn how managing principle/agent conflict, negotiating fees, and organizational management will help your future and family weather any economic storms on the horizon. Learn more about Peter at www.Beewyzer.com. - Since 2000, Mr. Brock has acted as the Investment Director in "impact investing" for the family office known as "4L Vision GmbH". In addition, in 2018, Peter serves as Chairman of the Investment Committee for a large Swiss single-family office. And third, Mr. Brock is the co-founder of "Bundes Initiative Impact Investing", the federal German initiative for impact investing domiciled in Berlin, Germany where he leads the working group "Family Offices". Fourth, he is the Managing Director of the Impact Investing Magazine www.impactinvestings.de.. Prior to 2018, Mr. Brock was the Executive Director and Leader in Family Office Services in the EMEIA and GSA at Ernst & Young ("EY") based in Dusseldorf, Germany. Over six (6) years, Peter created and expanded the global and multi-disciplinary service offering for Family Office Services at EY. And in the past 25 years, he worked in investment banking / SME Corporate Finance and in Private Banking at such companies at Deloitte, the WestLB-Group in London, HSBC Tinkaus, Sal. Oppenheim and IMAP M & A Consultants. - 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

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Design your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - Most of us have no idea about how our natal star charts could help design our legacy. We’ve only relied on traditional methods, and as a result, we can find ourselves bewildered by fate. But what if you considered astrology, just as interior designers leverage feng shui? This podcast episode will help you do just that! In this “legacy conversation”, I speak with astrologist Barbara Alexander as she provides real life examples of how the planets, as well as their relationships with one another, influence human lives. What if astrology allows you to see and understand more in the context of your legacy planning? Tune in as we unpack some terminology in what you need to know to design a fulfilling holistic legacy no matter the transformative years! Learn how there could be divine orchestration, in the form of a cosmic blueprint, to help guide you through breaking patterns. What if your legacy’s details are revealed in your chart, given the history of astrology's influence? - A graduate of Fordham University, Barbara Alexander worked as a corporate executive for both IBM as well as on Madison Avenue in the specialty of sales and marketing. But after thirty (30) years, the titles and recognition weren't enough when she realized her personal values were different than that of corporate America. She then transitioned from her role as an employee, within large organizations, to that of a small business owner as she now provides coaching services specific to client's astrological charts. Learn more at www.barbaracalexander.com/astrology - 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

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Design your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - No matter your country, the divorce rate(s) as well as the lack of preparation with the next gen is not ideal when we look at the numbers. How might you be compromising your social and family relationships as a blind spot? This week, Angelina Carleton speaks with author Aaron Shelley, MBA as they take a deep dive into how you can build strong columns to support your legacy through social connections and human capital – compared to neglecting the investment into friendships, community and your mental health. We talk about partnership skills and his book, The Family Flywheel, to coach you through how to merge the best practices of the business world with that of your family unit at home. Just as companies invest in all aspects of their business, it’s time to write out your holistic legacy plans starting with your personal mission and vision statements. With intention and education, your family can design a culture to develop a great and lasting legacy! Buy his book, The Family FlyWheel, at https://bit.ly/aaronshelley. - Aaron Shelley was trained as a mechanical engineer with an MBA from Brigham Young University (USA). His work in the academic and business worlds then led him to understand how related our family dynamics are to the merging of the two cultures and models. His book, "The Family Flywheel", presents a proven process for building an unshakable foundation in your life for your holistic legacy. By combining three elements—strategy, structure and culture—you can learn how to preserve your human, social and financial capital and develop the best of your family still to come. - 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

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Design your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - At age 37, Bradley Clark lost it all and had to figure out how to get most of it back. Everything he had known, from his professional identity to his self-worth “being tied up in his achievements” came crashing down. In what was the most painful few years of his life, he lost his status, his regular accolades, and his influence. Fast forward to today, and Bradley Clark now owns Clark Asset Management, a leading fixed flat fee wealth management firm. How in the world did he rebuild his confidence and why should you care? In this week’s episode, you’ll get an inside look at Bradley Clark’s story and how he came back as a successful business owner after having to take on an optimistic mindset. Angelina Carleton speaks with Bradley on the value of designing prepaid “legacy experiences” for your happiness and how to be your own Chief Resilience Officer. Over the 273-page book of his called “Be The Bird”, you’re going to receive a crash course in how to avoid the $1 Trillion dollar “wealth management” shakedown to protect as well as enjoy your assets! But first, you need to hear Bradley’s story. If Mr. Clark can build the perfect portfolio, you can too. Listen in now! Get your copy of "Be The Bird" at https://bradleyclark.com/podcastoffer. - Bradley Clark is one of only 2% of advisors holding both the CFP® (Certified Financial Planner) and the RICP® (Retirement Income Certified Professional) designations. He served as Publisher of The Motley Fool, where he helped millions make better financial decisions. Bradley founded and leads Clark Asset Management, a flat fee wealth management firm specializing in retirement income planning. Mr. Clark holds his BA from Harvard University and an MBA from Stanford University, where he studied Portfolio Theory with Nobel Laureate Bill Sharpe. - 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

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Design your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - Are you in an entrepreneurial family where the subject of your legacy isn’t talked about enough, with key communications to raise issues early? You’re not alone. Starting new conversations can bring up generational issues, conflicting demands, role confusion as well as succession risks. This can get even worse when problems seem big, historic or psychological and you wonder how to transform passions of resentment into passions of a shared vision. If this sounds like your family business, get your cup of tea and get ready for some independent advice and holistic conversation from a seasoned guide who understands the importance of governance. In today’s podcast episode, Angelina Carleton speaks with Peter Brock about best practices, policies and principles when managing corporate, family and wealth governance for your investment statement. Listen in to learn what Peter has to share about the three possible journeys any family member can take in their individual reflection! Sign up for Peter’s Master Class to receive your education of legacy structuring across generations with his five pillars of wealth at www.beewyzer.com. - Recently elected as one of the global top 40 family office service consultants by Family Capital. Peter Brock led the EY (Ernst & Young) Family Office Services practice in EMEIA (Europe, Middle East, India, Africa), where he focused on the areas of family office set up and structuring, family governance, holistic wealth management and transfer to the next generation of accounts reaching up to 5 billion US$. Mr. Brock draws a wide spectrum of experience from his previous posts both in corporate finance at HSBC Trinkaus as well as private banking at Sal. Oppenheim. He is currently involved in founding the Federal Initiative for Impact Investing in Germany. Other stations in his career include: Deloitte and WestLB in London and IMAP M&A Consultants. - 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

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Design your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - Each of us are trying to find our place in this world. Sometimes we need an advocate in our corner that can coach us through the skills we need to know. Yet on our path to designing a legacy, we often miss a few fundamental lessons both for our business and personal life. But fear not, these skills can be learned and not be just someone else’s expertise! When we think of founders and brands who do it right, such as Porsche or Apple, it is the entrepreneurs behind the company who know how to manifest their ideas into results … the good news is you too can learn these skills and it does not have to be a secret to know what works and how to make it easier on yourself in a holistic approach! In today’s episode, Angelina Carleton speaks with author Alex Brueckmann as he walks you through 3 hard skills and 1 soft skill worth knowing, or revisiting, if you are building a legacy brand. Sometimes, entrepreneurs can’t see their blind spots or they can find themselves isolated by what they don't know. If your legacy, starting with your business legacy is something you care about, listen in now to learn what it takes to confidently thrive in today’s marketplace and design a fulfilling life. Buy Alex's book at bit.ly/brueckmann. --- 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

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Design your legacy with confidence at www.designurlegacy.com/sessions. - One of the toughest blind spots of designing a legacy is noticing how you show up. This awareness becomes even more counter cultural when you’ve been conditioned to focus on the intellect and the KPI of performance. But you also need to know that your "vibration/vibe", or frequency of emotions, matters for both your internal conversations as well as what you manifest outside of yourself. If you focus on the wrong thoughts and feelings, it can be cataclysmic for your legacy's planning and ruin the best track record (unintentionally!). In this week’s podcast, Angelina Carleton speaks with Dr. Vic Manzo, author of three books and an international business coach. They talk about we often look outside ourselves for success' validation compared to tapping into our own energy (heart/intuition). Dr. Manzo shares practical tips on how manifest your best legacy and why the quantum world has more power in your legacy planning than you realize. Listen in now to learn how to raise your consciousness in the design of your legacy! Go to www.empoweryourreality.com to learn more about Dr. Manzo. - Like many people in society, Vic was taught to work hard, put in the sweat equity, sacrifice time, money, health and family to just continue "doing", chasing his dreams so eventually, one day, it would all be worth it. But, there came a moment in his life to where he realized this was not the only way to leading the life he desired, to achieving success and, to so much more. He knew there had to be a better way and after working in his business for 5 years and reaching his financial peak, he realized he was burnt out every 4-6 months. He was tired of not feeling satisfied with his success and the impact he was having in his community. Vic felt unfulfilled and even thought about quitting his chiropractor gig. From this experience, he stumbled upon creating a formula that lead to his success for the second part of his career. He calls it: “The Billionaire's Success Formula.” Through his work as a Business Coach, Dr. Manzo has now served individuals in 22 different professions and 4 countries. - 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

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Design your legacy with confidence at www.designurlegacy.com/sessions. Are you able to shape your legacy based on your values? - Ever call the phone company when your name isn’t on the account and the cell carrier won’t speak to you (on behalf of a family member)? All of us are going to face the train that is metaphorically coming for us at the end of our lives - when we fail to plan, our legacy may inadvertently be a bad one of contested legal processes compared to the picnics, holidays and better memories it deserves. While planning for your final days may not be a comfortable conversation, you’ll sleep like a baby afterwards if you don’t have to worry about this one thing. In today’s podcast, Angelina Carleton speaks with John K. Ross, Esq., an elder law attorney. Mr. Ross shares the five biggest mistakes he and his business partner have seen in the past three decades. Listen in to learn how the “financial power of attorney” document is more important than the will, the price of bad advice and why the failure to plan can be a few of the biggest mistakes in your legacy's planning. Prepare today so your legacy can be preserved and your future protected. Learn more about John at rossandshoalmire.com. - Mr. Ross attended Texas Tech Law School where he graduated with honors. The below list includes some of the ways he has assisted his clients in Texas and Arkansas (USA): *Designed estate planning and asset protection devices for high net-worth clients, including family limited partnerships, tax planned wills, and various trust agreements. *Successfully handled multi-million dollar contested probate matters while maintaining cordial relations among the family members. *Assisted countless families by helping them protect their life savings from nursing home costs. *Developed plans for disabled individuals, including special needs trusts, to maximize their quality of life and preserve needs resources. Mr. Ross has published articles on Elder Law and has been featured on radio, television and national publications like the Wall Street Journal, and Forbes Magazine. He has received many awards including Texarkana's Top Lawyer in Trusts & Assets from ALT Magazine in 2019, and Best Elder Law Firm from ALT Magazine in 2020. - 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 #intellectualcapital #humancapital #emotionalcapital

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Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - What if you could look back on your life today with introspection, courage and bravery to imagine how your obituary would read? Would it highlight your strides in the humanities, arts, sciences to be forever branded … or to be forever lost? When immortality is to be earned, where do you begin? For many of us, we may think our children will be our legacy but for those who don’t have kids, what else are you here to do? Or to become in your individual evolution? If you’re ready to design a legacy, where even buying into a sports team could be a reality like hip hop icon Jay Z's assets, this episode is for you. In today’s legacy conversation, Angelina Carleton speaks with Salvatore Buscemi about how entrepreneurship is self-development in disguise, how you can build status through investments, and how the jockeys matter more than the horse. When you can leverage your intellectual influence and reputation to serve on boards, your options open up beyond common stocks, meme stocks and instant gratification. Listen in to start transforming your mindset to design your most exciting legacy in alignment with your values, avatar and relationships! Learn more by visiting investinglegacy.com/gift. - Salvatore M. Buscemi is the CEO and co-founder of Dandrew Partners, a private family investment office, and has managed money successfully for almost 20 years through the creation of multiple portfolios into various cross-asset platforms. This includes Dandrew Partners Encore Ventures, The Dandrew Partners Fine Art Enhanced Income Credit Fund, and various commercial real estate and special situation direct investment allocations. In 2008, Mr. Buscemi also has launched two separate successful distressed credit platforms backed by a $2 billion NYC-based asset manager and a $1 billion commercial real estate investment manager. --- 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 #financialcapital

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Design your legacy with confidence at www.designurlegacy.com/sessions. Are you able to shape your legacy based on your values? - If you feel like today’s architecture is a "copy and paste" exercise based in limited choices, you’re not alone. Most residential and commercial buyers have a hard time imagining what could be for a site, in the integration of the trees and stonework or how light can have an emotional influence in the experience of a space… in how it speaks to you. But if you settle for mediocre design, when you could open your mind to more than what you may have been exposed to, it can have an effect on your feeling of community, connection or self-reliance. In this week’s podcast, hostess Angelina Carleton speaks with Lee Stone of the Haus of Stein about Frank Lloyd Wright, naval architecture (yachts and boating) and his inspiration in how he designs and crafts luxury and bespoke projects. Instead of viewing your project within the confines of commercialism, Lee recommends noticing the polarity of light and shadow within spaces, how the color from trees and the site can bring a structure to life and how we don’t have to live within cookie cutter formulas. Listen in as Lee offers a mini “master class” in architecture to help you see what can be possible through your imagination in real estate development as well as legacy planning. Learn more at hausofstein.com or bit.ly/3CHUz1J. - Hausofstein provides turnkey prime real estate development solutions. They perform a broad array of services to support investors, developers, property owners, and consultants. We target distressed and under performing assets and allocate executional services to create desirable, high quality investments with strong returns. Hausofstein maintains close working relationships with a global network of specialist investors to realize its projects and professional third party service providers to execute projects to the highest quality. Hausofstein is a brand name operating under the trading entity 'JLDS Development Limited'. ---------- 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 #intellectualcapital

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