Who it fits
Owners ready to examine the real business question, complete the work, and use qualified professional support where needed.
Seminar 03 | 7 days | Every six months
Strategy and mapping for legacy building, estate-planning education, trust concepts, and an attorney-reviewed pathway.
The change you are working toward
Strategy and mapping for legacy building, estate-planning education, trust concepts, and an attorney-reviewed pathway.
Education only. Professional legal advice and legal services require a separate engagement. Confirm travel, cabin, lodging, and cancellation terms before enrollment.
Owners ready to examine the real business question, complete the work, and use qualified professional support where needed.
Dates, logistics, included access, payment terms, and required agreements are confirmed before enrollment.
Ask to see the schedule, facilitator information, deliverables, scope boundaries, and refund or cancellation terms.