What is
"The Ethos Legacy Concept"?
A Transformative Fusion for "True Wealth"
The Ethos Legacy Concept is our inspirational idea of fusing Ethos and Legacy – two meaningful concepts – together in a thoughtful, systematic way to be remembered well and to pass on “wealth” in a way that transcends financial wealth for a transformative impact on future generations of loved ones.
Ethos is a Greek word meaning “character” that is used to describe guiding beliefs or ideals.
Legacy is the lasting impact, influence, values, assets, and memories that a person leaves behind for future generations.
The Ethos Legacy Concept is the powerful, systematic fusion of Intrinsic Human Wealth, Relationship Wealth, and Financial Wealth to achieve True Wealth – wealth that money can’t buy – and the infusion of it into your planning to transmit it to future generations of loved ones for you to be remembered well.
true wealth
intrinsic human
wealth
relationship
wealth
financial
wealth
Curate, preserve and share your intrinsic human wealth – meaningful stories, life lessons, values, generosity, traditions, rituals, and more – with future generations of loved ones.
The Ethos Legacy Concept empowers you to have an enduring influence rooted in your core values long after you’re gone.
The generational connection it creates for you to be remembered well by has the power to positively influence future generations of loved ones and have a transformative impact on their lives.
Be remembered well for generations.
your ethos
Your Guiding Beliefs
beliefs
What passionate beliefs do you have?
What are they about? Money, family traditions, religion, politics?
Which beliefs impact your relationships with your loved ones?
How do you want your beliefs integrated into your estate planning?
How do you want to be remembered?
values
What are your core values that guide your actions and decisions?
Do you have important philosophies about certain aspects of life?
And how do you want your values to impact and influence your loved ones?
wishes
What are your hopes, dreams and aspirations for your life?
What kind of generational impact do you want to have on your children, grandchildren and future generations?
our
ethos
+
your
ethos
=
"planning
alpha"
Our Ethos describes our guiding beliefs that distinguish us and reflect our core values of respect, integrity, service and excellence.
Our beliefs are deeply rooted in our vision and our philosophy.
We put our beliefs into action through our approach to serving our clients and our efforts to fulfill our mission of providing you and your loved ones with an evergreen platform for protection and prosperity.
A critical part of our ethos is infusing each client’s unique ethos into the DNA of their planning.
We go beyond the law and develop ultra-personalized plans that are engineered to incorporate your guiding beliefs, including your values, hopes, dreams and aspirations.
Your plan helps you achieve your deepest wishes for yourself and your loved ones that go beyond the protection and prosperity that purely legal strategies can provide.
“Planning Alpha” is our term for planning that outperforms.
This is what we call the powerful and transformative result that is produced by fusing our ethos with your ethos in a way that produces ultra-personalized planning.
Your unique plan has its own ethos that is purposefully designed to fulfill your deepest wishes for the well-being of yourself and your loved ones precisely as you wish.
our ethos
Our Ethos describes our guiding beliefs that distinguish us and reflect our core values of respect, integrity, service and excellence. Our beliefs are deeply rooted in our vision and our philosophy.
We put our ethos into action through our approach to serving our clients and our efforts to fulfill our mission of providing you and your loved ones with an evergreen platform for protection and prosperity.
+ your ethos
A critical part of our ethos is infusing each client's unique ethos into the DNA of their planning.
We go beyond the law and develop ultra-personalized plans that are engineered to incorporate your guiding beliefs, including your values, hopes, dreams and aspirations.
We help you achieve your deepest wishes for yourself and your loved ones that go beyond the protection and prosperity that purely legal strategies can provide.
= "planning alpha"
"Planning Alpha" is our term for planning that outperforms.
This is what we call the powerful and transformative result that is produced by fusing our ethos with your ethos in a way that produces ultra-personalized planning.
Your unique plan has its own ethos that is purposefully designed to fulfill your deepest wishes for the well-being of yourself and your loved ones precisely as you intend.
our ethos
Our Guiding Beliefs
character
Our core values of respect, integrity, service, and excellence form the foundation of our character.
That foundation is our chassis for delivering the best.
We live and breathe what we do. It is who we are.
We constantly strive to improve who we are and what we do.
passion
We’re fueled by a passion for excellence that inspires creativity and innovation.
We’re equally balanced with a healthy dose of caution that ensures reliability and legal compliance.
This balance of passion for excellence and caution to ensure reliability produces optimal outcomes.
infusion
The Ethos Concept is infused in our DNA and pervades everything we do.
A core component is to infuse your ethos into the DNA of your planning.
Whether we are helping our clients with saving taxes, estate planning, asset protection planning, business succession planning, or other matters, The Ethos Concept is infused in everything we do.
planning alpha
Planning that Outperforms
Planning Alpha is our term for planning that outperforms and transcends ordinary planning. We achieve Planning Alpha when we innovatively infuse your Ethos into your planning to produce Legacy Planning that has a transformative impact.
Curate, preserve and share your human wealth – meaningful stories, life lessons, values, generosity, traditions, rituals, and more – with future generations of loved ones.
your ethos + legacy planning = planning alpha
wealth
accumulation
+
wealth
preservation
+
ethos
infusion
Wealth accumulation involves not only making money by earning an income, but also keeping it by minimizing taxes.
Minimizing taxes on business income and investment income are critical keys to growing your wealth.
It is also critical to save for retirement to enjoy your golden years to the fullest.
With many growing threats from predators today, it is critical to protect hard-earned money from creditors and predators.
Our innovative Family Fortress System™ is purpose-built to protect you to the fullest from all angles.
You shouldn’t have to lose your hard-earned money and you won’t with our system to prevent unnecessary losses.
We view money as the fuel for a fantastic life.
We believe that relationships are central to the human experience and that money fuels happiness by maximizing relationships, well-being and enjoyment.
Your ethos is central to your relationships and should centrally infused into your planning.