The Private Wealth Workshop
The Private Wealth Workshop
The Private Wealth Workshop
The Private Wealth Workshop
The Private Wealth Workshop

The Private Wealth Workshop

The Legacy Blueprint

$199.00

25% OFF

Learn the framework to build ambition in your heirs and avoid the entitlement trap.

Use the Family Bank structure to legally shield your business assets from unnecessary taxes.

Codify your family's culture into a Constitution that guides your legacy for generations.

Move from years of procrastination to a clear, actionable plan in just 4 hours.

act fast! limited time offer

FREE GIFT INCLUDED ✅

David Chaney’s 

"Most Valuable" Ebook

100% 

Confidential

Work At

Your Pace

Lifetime

Access

The Complete Toolkit


6 VIDEO

MODULES

4 HOURS

TOTAL

6 PDF

WORKSHEETS

ACCESS

ANYWHERE

100%

CONFIDENTIAL

A FINISHED

PLAN


LIFETIME

ACCESS

MULTI GENERATIONAL

MINDSET

How it works,

Your 4 Hour Path to a Plan

Watch the Strategy

Build Your Framework

Implement with Confidence

The 6 Module Framework

The Success Paradox

Define your "True North" and the core values that will guide your entire plan.

The Inheritance Dilemma

Learn the framework for empowerment over entitlement to prepare your heirs for success.

The Legacy Tax Map

Get a clear map of the tax threats to your estate and the strategies to navigate them.

Building Your Family Bank

Design the "hardware" of your legacy. This is the structure that protects your assets.

Writing Your Family Constitution

Codify your culture. This is the "software" that runs your legacy for 100+ years.

The Legacy in Action

Learn the plan for communicating your vision and ensuring family harmony.

START LIVING IT ON PURPOSE

THE FOUNDATION OF GENERATIONAL SUCCESS

LIMITED TIME SALE

Inside The Blueprint: 
"The Family Constitution"

Module 5 Preview

The Value of a Blueprint

The Legacy Blueprint

Start with total clarity.

Define your values first.

Get your family on the same page.

Hand your attorney a finished plan.

Total: 4 Hours + $199

The "Old Way"

(No Plan)

Start with confusion and hourly billing.

Pay an attorney $500/hr to find your "why."

Create conflict with a plan no one understands.

Get a generic document that ignores your values.

Total: 20+ Hours + $10,000+

A Strategic Workshop, Not a Lecture.

We don't just teach theory. We guide you through specific exercises to produce a tangible result: your Family Constitution.

Private & Self-Paced.

This is a 100% confidential digital course. You build your plan privately, on your own schedule, before involving anyone else.

The Bridge to Professional Help.

This isn't a replacement for legal counsel; it's the preparation for it. You will walk into your attorney's office with a finished vision, saving thousands in fees.

Is Your Estate Too Complex For A DIY Workshop?

The Legacy Blueprint is designed for self-guided execution. However, for estates exceeding $5M, the complexity often requires a hands-on architect.

If you prefer to have this framework built for you, rather than by you, you may apply for our Private Advisory service.

  • Done-For-You: We draft your Constitution and Succession Plan.
  • Lion Street Access: We stress-test your liquidity and tax strategy using our institutional network.
  • The Roundtable: We coordinate directly with your existing CPAs and Attorneys to ensure execution.

(Note: We accept a limited number of private clients per quarter.)

 

APPLY FOR PRIVATE ADVISORY

Frequently asked questions

Is this a legal document?

No. This course is the strategic blueprint you create before you see an attorney. It saves you thousands in legal fees by ensuring your final documents match your true vision.

I am busy. When will I find the time?

The entire workshop is 4 hours, broken into 20-minute lessons. It is self-paced and you have lifetime access. You can build your entire legacy plan in a single weekend.

Do I need to own a business for this to work?

No. While many of our clients are business owners, this framework is designed for any individual with significant assets ($2M+) who wants to protect their wealth and their family. The principles of empowerment and tax strategy apply universally.

What is the "Multi-Generational Mindset"?

It is our core philosophy. It means building a plan that does not just provide for your children, but equips your children to provide for their children.

What if I need more help after the course?

The final module gives you a clear path for implementation. This course is the perfect first step to prepare you for a one-on-one consultation with our team at Legacy & Succession or another qualified professional.
The Private Wealth Workshop
The Private Wealth Workshop
The Private Wealth Workshop
The Private Wealth Workshop
The Private Wealth Workshop

The Private Wealth Workshop

$199.00