.jpg)
Imagine future generations calling you the beginning.
Five generations
of college graduates, business owners, homeowners and wealth.
Because of the foundation you built and passed down.
Legacy doesn’t happen by accident. It’s built with access that compounds across generations.
We help families pass down assets, protection and knowledge,
so the next generation starts ahead, not from scratch.
_edited.jpg)
Building wealth is only half the story.
Protecting it is how legacy survives.
Protect Your Legacy →
One small action. Generational impact.
Let's move closer to 500 →
Easy Steps: Start your beneficiary check today!
Make Sure It Reaches Them is a campaign focused on one of the most overlooked threats to generational wealth: beneficiary designations.
Most families don’t lose wealth because they didn’t earn it,
they lose it because they didn’t protect it.
Our goal is simple and powerful:
✔ 500 people
✔ Review, update, or add beneficiaries
✔ Ensure the wealth you build actually reaches the next generation
Because legacy isn’t just about what you create,
it’s about making sure it gets where it’s meant to go.
0━━━━━━━━━500
112 Families Empowered.
✔
Think five years ahead. Build for five generations.
2026 Impact Goals
Building legacies that last through wisdom, wealth, and purpose.
We want families to create strong foundations, pass down knowledge, and yes, even raise a few appreciative trust fund babies, because everyone deserves a future full of opportunity.
Make Sure
It Reaches Them
We’re addressing one of the most overlooked threats to generational wealth: beneficiary designations
✔ 500 people review, update or add beneficiaries
✔ Safely secure documents
✔ Inform beneficiaries
From Us, For Them:
Village Invested
A future funded by the village of aunts, uncles, grandparents, godparents and friends because every child deserves someone who believes in them.
✔500 accounts for minors
✔ Open a new account for a child
✔ Or add to an existing one
Fifth Generation Fellow
We are part of your village, believing in your child and helping you use intentional planning to secure generational opportunity.
✔ 5 Fifth Generation Fellows awarded a $1,000 UTMA account
✔ Top finalists selected for invitation-only Heritage Summit
✔ Fellow connected with a college and career mentor
Fifth Generation Pledge
A powerful declaration of purpose, unity, and legacy. This pledge honors your values and commitment.
✔ 50 families take the Pledge
✔ Commit to pass down 1 monetary or knowledge-based asset
Generational Shield
Planning isn’t just about what you have, it’s about making sure it’s protected for the generations to come.
✔ 50 families receive complimentary legal or financial planning reviews
✔ Review & update wills, trusts, and POAs
✔ Ensure plans reflect current family values and goals
OUR SPONSORS & PARTNERS
Making generational impact possible!
.png)
