Legacy Insights, Tools & Resources
A living library of guides, tools, and reflections to help families build and sustain legacy, across every stage and generation.
Explore frameworks, stories, and tools created by In the Room with Legacy™ — along with curated insights from thought leaders, family enterprises, and communities around the world. Whether you're the founder of your family, a successor, or a family steward, you'll find something here that helps make legacy real in your everyday life.
Featured Resources
Start with a few of our most loved and most used resources — from conversation frameworks to practical guides.
AI-Powered Legacy Assessment Tool
The first AI-powered tool that helps families measure where they are, map what matters most, and take real steps to protect their legacy across generations.
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The Legacy Conversation Starter Kit
A comprehensive guide with prompts, questions, and frameworks to facilitate meaningful conversations about legacy within your family.
Parenting a Parent: A Guide for Adult Children
Navigate the complex transition from child to caregiver with practical strategies, emotional support, and planning tools.
The Case for Ethical Nepotism™
How families can create opportunity for their own while maintaining integrity and excellence. Redefining inheritance as responsibility, not entitlement.
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Curated External Resources
Valuable insights from respected sources in family legacy planning, storytelling, and wealth management.
Family Business Governance: A Guide for Lasting Success
A comprehensive framework for establishing governance structures that support family business continuity across generations.
The Power of Family Stories
How storytelling can strengthen family bonds, preserve values, and create a sense of shared identity and purpose.
Preserving Family Legacy: Heather K.'s Remento Review
A personal account of using digital tools to capture and preserve family stories for future generations.
Why Telling Our Family Stories Is So Beneficial
Research-backed insights on how family storytelling impacts emotional well-being, resilience, and intergenerational connections.