Design Your Legacy - Life Lessons

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. - While only 3% of MBA applicants retain a consultant to prepare them for the interview, their success rates far exceed the 97% who will have no idea of what they will encounter? Mateo Chang has a specialty skill that allows a higher success rate for those who access his resources and coaching. He is an MBA Admissions Consultant as well as a Branding and Business Strategist. In the MBA niche, he walks students through their application journey and prepares them for the final stretch of the process, the MBA interview. Learn more about Mateo at www.mateochang.com. On the business strategy side, Mateo helps company officers either make their transition into the digital market and/or improve their online connections and conversions with clients. His firm includes client-services such as web/app development, content production, and marketing setup. Currently, he serves on the Board of Advisors to two mid-sized companies, as he nears the launch of two of his own startups. In this podcast episode, Mateo shares his insights, insider knowledge and clues on what MBA schools are looking for in their final candidate interviews. These business schools include Harvard, Columbia, Stanford and MIT. How much do the soft skills and emotional intelligence matter in the application process? What is the benefit, or return on investment, of increased self-awareness? What new doors can be opened or opportunities tailored when there is increased self-knowledge? How does one find more of their identity in discovering what more they can bring to the table or the impact they can bring with their legacy? How can an MBA consultant help you to better present yourself in a forty (40) minute interview? In showcasing your best self in any meeting, do you influence with your people skills or technical knowledge? For his holistic legacy, Mateo is lead by this value of gratitude in realizing each day offers him a chance to have an impact. Mr. Chang shares his belief that humans’ ability to create something from nothing gives them purpose and significantly sets us as 'humans' above artificial intelligence. --- About Legacy Planning(c): There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning. Our Story: We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction. Our Mission Statement: Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy. Our Theme: If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values. - 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 self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey! #humancapital #spiritualcapital #intellectualcapital

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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. - The universe is full of patterns. When you recognize them, designing your holistic legacy becomes easier. Lydia Mandell is an Intuitive Breathwork and Embodiment Coach and Spiritual Teacher who guides people through life’s transitions, helps them land on their feet, and feel fully embodied. Lydia brings 20+ years of experience as a Licensed Counselor and Registered Board Certified Art Therapist, and teacher to her coaching and healing work. Mrs. Mandell’s training and experience led her to connections to the wisdom our body has to offer us and she passes that wisdom on to her clients. She is interested in how uncovering birth stories helps people to recognize their most stubborn patterns to work through them. The three keys to unlocking you birth story are: 1. Learning your birth story; 2. Recognizing how patterns from your birth story play out currently in your life; and 3, Using breath-work and affirmations to change any needed behaviors. When you feel safe, you can grow -- compared to deflect negativity. You can also show up better as a leader. In this podcast episode, we explore pre-verbal memories and how "renewal breathing" can create space to rewrite your birth story. Learn more about Lydia at http://www.lydiamandell.com. ------ About Legacy Planning(c): There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning. Our Story: We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction. Our Mission Statement: Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy. Our Theme: If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values. - When professional coaching can an asset to your legacy planning – in bringing your ideas to life - because plans do not develop and execute themselves by intentions alone - retain your Legacy Planning© advisor 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 self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey! #humancapital #spiritualcapital #intellectualcapital

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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. - Andres Ospina, Managing Director of Family Office Club, introduces the listeners to the concept of a "family office” and highlights the features family offices offer. Family legacies will be best protected when the next generations understand the history and hard work behind the business that created the wealth. He shares the difference(s) in generational heritage that seeks to instill pride into the nextgen's in their last name and bloodline whereas "new wealth" faces tax challenges. Many individuals would like to be acknowledged and remembered. Andres highlights the question of “what type of legacy do they want to leave behind?” For many of affluence, they prioritize the values of family (human capital) as well as wealth preservation. For coaches and advisors, Mr. Ospina emphasizes the importance of being in partnership with these family’s legacy visions, so their future legacy aligns with past successes. When the two areas of family and business entangle, friction can increase exponentially. For this niche of society, family business members and those of wealth face additional hurdles - they need to maintain a public face while having to navigate many difficult conversations. Obviously an individual or family worth $200M has unique needs, challenges and dynamics, compared to $2M. For Andres, his personal legacy involves sharing spiritual lessons connected to business. He would like to bring more peace to the world by putting diverse situations into perspective. He expresses how valuable it is when we can admit we do not understand the person sitting across from us – this level of honesty pushes us to ask better quality questions. Salesmanship is understanding another human being in their problems and challenges. In designing his legacy, Mr. Ospina honors his values around: • acknowledgement (a form of love and respect); • curiosity in learning with an open mind; • humility (in suppressing his ego when learning); • keeping an open mind as he takes new risks; and • living outside of his comfort zone. --- About Legacy Planning(c): There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning. Our Story: We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction. Our Mission Statement: Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy. Our Theme: If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values. - 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 self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey! #humancapital #spiritualcapital #intellectualcapital

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

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. - A common misconception is the latest generations are lazy. Yet stay tuned for the perspectives of one young, ambitious member of Generation Z. Young people are changing culture, the business landscape and what is possible for the future. Megan would like to have a legacy defined by “character of strength” so that she can positively impact others in how she is in service to them. Today, Megan faces the obstacles of: -Being the youngest female in a business setting and feeling she needs to step aside compared to accepting she has earned her place; -Peer pressure from friends who may not understand she is dedicated to her profession; -Learning to speak with confidence; -Transforming the language of apologies into “thank you’s instead”; -Turning insecurities into super powers; and Yet, Megan leans into her values of: *Fearlessness in the legacy she is designing each day; *Pride in her work when she brings her own creativity; *Character; and *Courage. She is inspired by the selflessness of leaders who are already successful and choose to build a better world. She hopes to better other people by bettering herself. She lives by the motto of “We never take short cuts. Always strive to be creative.” Megan leans into the tools of visualization, meditation and affirmations to develop her legacy plans. --- About Legacy Planning(c): There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning. Our Story: We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction. Our Mission Statement: Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy. Our Theme: If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values. - When professional coaching can an asset to your legacy planning – in bringing your ideas to life - because plans do not develop and execute themselves by intentions alone - retain your Legacy Planning© advisor 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 self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey! #humancapital #spiritualcapital #intellectualcapital

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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 the information from your "Inside Team" needs to be expressed for better partnerships, relationships and ... ultimately, your holistic legacy? Cynthia Loy Darst is a Certified Professional Co-Active Coach, a Certified Relationship & Systems Coach and one of the first eight to receive the designation of Master Certified Coach (MCC) from the International Coach Federation in 1998. She is also a Senior Course Leader for both The Co-Active Training Institute and CRR Global (The Center for Right Relationship). Cynthia was a founding member of the International Coach Federation, and has served as President of ACTO (The Assoc. of Coach Training Organizations). Mrs. Darst is the Author of Meet Your Inside Team – How To Turn Internal Conflict Into Clarity and Move Forward With Your Life. Her book is required reading for the EMBA program at Loyola Marymount University where she is a frequent guest speaker. Check out her TEDx Talk: Safe Inside Yourself. Cynthia personally defines legacy as the “lasting impact” she has had and will have with others she has helped to grow, mentor and coach over the years. She speaks to the vulnerability when one is out in the world, and asks “how do you hold both the praise (acceptance) as well as the rejection?” Why does the subject of 'legacy' matter? It’s personally important to her because she stands on the shoulders of giants who have given her foundation around ideas to formulate more creativity and thoughts to build on what they began. Now that Cynthia feels safe within herself, she can create her legacy without it needing to be a certain way. Cynthia brings in the concept of introjecting as it relates to bullying or the next-gen’s response to “command & control” styles in business and management. In her words, “it’s a different ballgame today” as relationships are being acknowledged for their role within private and public companies. --- About Legacy Planning(c): There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning. Our Story: We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction. Our Mission Statement: Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy. Our Theme: If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values. - When professional coaching can an asset to your legacy planning – in bringing your ideas to life - because plans do not develop and execute themselves by intentions alone - retain your Legacy Planning© advisor 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 self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey! #humancapital #spiritualcapital #intellectualcapital

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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. - Can respect, curiosity and actualized leadership shift your legacy? How do we measure money compared to value, and what is the difference? Today, we are pleased to invite Dov Baron, the Dragonist, to our “Legacy Series” conversations. Mr. Baron speaks about his perspective of how dragons protect what is most valuable to them while having their hearts fully exposed. Dragons stand up for their principles and are consistently self-examining. With 30 years of coaching and advisory experience, Dov makes distinctions in the differences between values and maxims in knowing what we are operating out of. Mr. Baron also explores the worst advice leaders are given as well as the three (3) most dangerous words, then offers his best advice as a remedy. Dov states great coaches can call their clients out on their choices and behavior, while having their back because they care. Dov grew up admiring the concept of the American Dream. Now, he looks around and extends a challenge to leaders to commit themselves to conscious compassionate capitalism. While cognitive diversity makes him smarter, he blows through the concept of an “open door” policy; “barriers of power” cause individuals to protect dysfunction and perpetuate their own powerlessness. Mr. Baron states the power differentials destroy the truth in the ‘sub-cultures’ creating the ‘culture’. Or in his direct question: what is the precious lie you tell? Or in his insight of how people can give themselves permission to not grow up, in avoiding each opportunity to get honest about their environment or levels of denial. When leaders commit to doing the inner work, they can trust themselves to be more hands on in aligning and honoring their values. In developing other’s legacies, he emphasizes the power is with three groups that have an opportunity to create the future. Tune in to this engaging chat as Dov shares his top values, what legacy means to him and the connection to actualized leadership. Learn more about Dov at www.dovbaron.com. --- About Legacy Planning(c): There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning. Our Story: We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction. Our Mission Statement: Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy. Our Theme: If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values. - 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 self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey! #humancapital #spiritualcapital #intellectualcapital

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

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. - It’s just not right how some existing businesses run, where profits are more valued than people. What if instead of ignoring and turning a blind eye to a “dog eat dog” corporate culture, we instead talked about solutions and a different business model? In this "Legacy Series" conversation, I chat with my dear friend Shirley Chock. Shirley was raised in a family business and graduated with her Bachelor's of Arts in Economics from the University of Chicago. She enjoyed a 20 year career in finance and administration, including a short work life at Goldman Sachs in Hong Kong. During this time, she also began training under Grandmaster Aiping Cheng and in 2006, became the U.S. Women’s Tai Chi National Champion. Over the course of her career, Shirley realized her Tai Chi training was instrumental in helping her manage workplace stress, conflicts as well as associates. In 2012, she was named “Working Mother Magazine’s Working Mother of the Year for Yale University”. In 2017, Shirley became the owner of Aiping Tai Chi Center, southern Connecticut’s largest Tai Chi school established in 1996 by her mentor. She is speaking today in the capacity of one who trains women around stress and conflict management. Mrs. Chock's perspective is that of a Tai Chi martial artist as it relates to redirecting force, momentum and energy. We talk about the concept of “fairness”, identifying ‘allies’, what makes a group gel together as a team compared to when a woman feels she has to prove her “worth”, recognizing the cycle of chasing other’s approval while disappearing from one’s own soul, the importance of a healthy corporate culture as an environment to grow, the realities of this world, how corporate cultures can be changed by the work force and how the element of water can be strong enough to break down walls. The links to the articles about two American women: https://bit.ly/3eYMhK2 and https://bit.ly/3BlqB2g Learn more about Shirley at www.aiping-taichi.com --- About Legacy Planning(c): There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning. Our Story: We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction. Our Mission Statement: Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy. Our Theme: If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values. - 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 self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey! #humancapital #spiritualcapital #intellectualcapital

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

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. - Have you ever wanted to share what you know - about your legacy - but needed to come to peace with the risks first? Some topics are best not to be discussed 'in the public' but author Karl Neville decided to take a chance and found himself being shot at as a warning to his content. We discuss his latest books that focus on meta-physics, geo-magnetics, the Spear of Destiny, the 13th sign of the Zodiac as well as how prayer raises energy. *Disclaimer: This following legacy conversation may include controversial topics. Trigger warning. Mr. Neville, my cousin, found himself with four obstacles: • A recent heart attack as of September 2020 in the resource of time; • Other’s perceptions based on social and generational conditioning; • The courage to stand by his beliefs re: topics that go against the status quo; • Challenging the cultural narrative in sharing his storehouse of knowledge. Karl, a member of England's gentry class as well as a Knights Templar, risks his life in order to be true to his holistic legacy plan. He invites you into his legacy journey for both your inspiration as well as education. Mr. Neville’s vision is to share what he has learned and what has been passed on to him; thus, his books will be on Amazon under his name as well as Mr. Ree. Oh to be free from regret in one's life! https://bit.ly/karlneville / https://bit.ly/misterree --- About Legacy Planning(c): There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning. Our Story: We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction. Our Mission Statement: Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy. Our Theme: If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values. - When professional coaching can an asset to your legacy planning – in bringing your ideas to life - because plans do not develop and execute themselves by intentions alone - retain your Legacy Planning© advisor 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 self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey! #humancapital #spiritualcapital #intellectualcapital

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

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 can we learn from a former member of the British Royal Marines about crisis preparation? When crisis first arrive, many individuals go into panic mode and the affluent retreated to their country homes... though alcohol & home gym equipment sales increased, people realized how quick the landscape could change and how unprepared they were with: Water, Food, Fire, Shelter, Signaling/Comm, Hygiene/Medical, and Personal Safety. In this podcast, Angelina Carleton speaks with Toby Cowern about survival psychology. He highlights having the will to live or something to look forward to, even in the design of your legacy. When we can de-escalate our fears, it is easier to de-escalate other’s panic known as re-calibration methods. Toby points out how we are better when we can address and overcome any self-delusion to how we might act when the stress (“chemical hijacking”) does arrive. We discuss hate, villains and the playbooks on populations as it relates to trend analysis. While we can buy into tribal identities, it can come with self limitations in expanding what’s possible. When questioned about his beliefs, Toby pleads the “Swiss” in his silence in being able to blend with the baseline so as to not stand out. There are times when one can speak their beliefs and other times, place them on hold or be very quiet about them. He states that when we “other” others, we are getting played though we also have to realize other people will “other” us in the “good guy” syndrome. In holding fear “of you, for you or from you”, all of these actions are going to be based on that level of dehumanization. Yet when people hold “preconceived” perceptions of the problems I or another can bring, things can escalate very quickly. --- About Legacy Planning(c): There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning. Our Story: We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction. Our Mission Statement: Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy. Our Theme: If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values. - When professional coaching can an asset to your legacy planning – in bringing your ideas to life - because plans do not develop and execute themselves by intentions alone - retain your Legacy Planning© advisor 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 self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey! #humancapital #spiritualcapital #intellectualcapital

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

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. - Did you know the U.S. dollar has lost more than 40% of its value against other global currencies since 2000? This is why its prudent to speak with a Suisse cross-border wealth management expert. Jamie heads the overall strategy of WHVP and advises a group of international clients with respect to international diversification and asset protection. Jamie co-authored the book “Swiss Money Secrets” in 2018 and holds a Bachelor’s degree in Banking and Finance. She is currently obtaining her Master of Business Administration (MBA) from the University of St. Gallen. With one/third of all private offshore wealth managed in Switzerland, the country offers much stability, strength as well as security given its long banking history. Switzerland is also home to the Swiss franc, one of the world’s strongest national currencies, and offers a minimal withholding tax. Jamie articulates why non-Suisse investors, such as Americans, bring a part of their wealth and portfolio to her company as well as her thoughts about gold and crypto-currencies. She overcomes various myths around offshore investing. As the second generation to her family’s business, she shares a few success stories about the benefits of geographical diversification. As her firm preserves her client’s financial legacies, Jamie speaks into her vision for her legacy in the lives that she touches through her knowledge and by her positive influence. Jamie hopes to leave people better than when she found them based on her values of honesty, authenticity and reliability. She also hopes to pass on her family business to the third generation one day. --- About Legacy Planning(c): There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning. Our Story: We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction. Our Mission Statement: Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy. Our Theme: If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values. - When professional coaching can an asset to your legacy planning – in bringing your ideas to life - because plans do not develop and execute themselves by intentions alone - retain your Legacy Planning© advisor 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 self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey! #humancapital #spiritualcapital #intellectualcapital

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