Legacy Advisory for Families, Built With Clarity & Intention
IRL Advisors partners with families, family businesses, and multigenerational stewards to preserve heritage, steward generational wealth, and prepare successors with purpose and confidence. Through culturally grounded advisory and structured, thoughtful planning, we help families build legacy that stands the test of time.
Who We Are
IRL Advisors is where family enterprise expertise meets innovation. While In the Room with Legacy™ centers cultural storytelling and community, IRL Advisors delivers the advisory services, strategic counsel, and professional networks that transform vision into action.
We Exist to Help
Enterprising families
Family businesses & offices
Institutions & organizations
Advisors & professionals
Bespoke Family Advisory
(Limited Availability)Family legacy is multidimensional — rooted in values, wealth, land, identity, responsibility, and the stories that shape each generation.
IRL Advisors provides tailored guidance for:
We help families plan with intention, structure, and care — protecting what matters and preparing those who will carry it forward.
This service is highly selective and available by consultation only.
What We Do
Legacy & Generational Planning
Clarify your family's values, vision, identity, and long-term goals across generations.
Succession & Transition Strategy
Design smooth leadership transitions and prepare next-generation heirs for their roles.
Family Governance & Structure
Establish decision-making processes, roles, communication guidelines, and systems for continuity.
Stewardship & Impact Planning
Integrate family mission, heritage, land, philanthropy, and community legacy into a unified strategy.
Family Alignment & Guided Conversations
Facilitated values mapping and intentional conversations that support unity, respect, and clarity.
The Legacy Assessment Tool
A culturally grounded diagnostic that helps families understand readiness, alignment, and areas of opportunity.
How It Works
Initiation Session
Your journey begins with a low-commitment conversation to explore your family's story, goals, and needs.
Assessment & Planning
We use the Legacy Assessment Tool and strategic frameworks to map a tailored legacy pathway.
Implementation
We support governance, succession, stewardship, or alignment work based on your family's roadmap.
Ongoing Partnership
Families may continue through periodic strategy sessions, deeper advisory, or select ecosystem offerings.
Within the IRL Advisors Ecosystem
A Private, Curated Circle for Black Family Enterprise Leaders
IRL Advisors is cultivating a private, curated community for Black family business founders, multigenerational successors, and active stewards carrying forward family wealth, business, and heritage across generations.
This circle offers:
- A trusted community of peers navigating similar responsibilities
- Shared wisdom rooted in heritage, enterprise stewardship, and legacy
- Early access to conversations, resources, and frameworks as the community grows
Membership is limited and extended based on alignment, values, and timing.
Request ConsiderationAdvisor Partnership Pathways
While our core work centers families directly, IRL Advisors also partners with:
- Family enterprise advisors
- Wealth, legal, or estate professionals
- Family therapists or facilitators
- Organizational or legacy consultants
- Institutions serving multigenerational families
Partnership opportunities include:
- Collaborative family engagements
- Speaking, teaching, or workshops
- Integration or future licensing of IRL tools
- Co-developed initiatives or research
Call to Action
Start Building Your Family's Legacy With Intention & Integrity
Whether you're preparing next-gen leadership, navigating a transition, or building something new — IRL Advisors is here to guide your journey.