Most individuals and families want to pass on more than money, but legacy is slow food for the soul — it requires intention, preparation, and steady nourishment. Like sex education class, talking about your legacy can be awkward — but avoiding the discomfort only guarantees confusion later.

In this episode, hostess Angelina Carleton speaks with Simon Holzapfel of CrowBox Partners to reveal why you can’t build on chaos, and why individuals and families must first create emotional order before they can create generational continuity. He explains how legacy isn’t a single event but how it happens one conversation at a time, especially when those conversations feel unfamiliar or uncomfortable. Simon offers tools to practice fighting fires, so all parties at the table learn to manage tension, conflict, and responsibility long before a crisis arrives. Ultimately, he reminds us that legacy may invite awkwardness, but it also invites transformation — and that’s where lasting stewardship truly begins!

Learn more about Simon at https://www.l-eaflab.org/.

-

At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.

Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.

-

Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card

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