What actually gets passed down in a family?

Most people think it’s money, property, or assets.

But in reality, families also pass down:

• expectations

• responsibilities

• habits

• and sometimes… confusion

In this Inheritance to Income Legacy Bridge Roundtable, Garrick Francis sits down with leaders in estate planning, financial planning, and legacy counseling to explore:

• what legacy really means

• how family alignment impacts decision-making

• what inheritance includes beyond money

• and how to move from legacy by default → legacy by design

Because legacy is not just what you build.

It’s what others are prepared to carry.

Inheritance may happen by default.

Legacy requires design.

Let's Talk About It.

🎯 If you're building something for the next generation and unsure what comes next, this conversation is for you.

👉 Watch, reflect, and share with someone in your family.

#InheritanceToIncome #LegacyPlanning #EstatePlanning #GenerationalWealth

#FamilyBusiness

🎙 Sponsored by

Ries Francis Studios — helping founders and families preserve their most important stories through photography and film.

🔗 https://www.riesfrancisstudios.com

📍 Follow & Connect

📷 Instagram: https://www.instagram.com/inheritance_to_income/

🔗 LinkedIn: https://www.linkedin.com/in/garrickfrancis

📧 Email: [email protected]