http://www.engagedlegacies.com/ en jae@ejaedesign.com Copyright 2009 2009-09-15T20:17:36+00:00 http://www.engagedlegacies.com/index/services/ http://www.engagedlegacies.com/index/services/#When:13:00:56Z “The thing that lies at the foundation of positive change,  the way I see it, is service to a fellow human being.” -Lee Iaccoca Our services focus on creating a strong sense of personal responsibility and practiced stewardship fostering family unity to prepare heirs for future family business management. We support both families with operating businesses as well as those with assets managed by a family office or foundation and mentor clear communication, management and family development, trust, asset preservation, governance, risk management, strategic exit planning and philanthropy.  Our multidisciplinary skills include leadership coaching, individual personality assessment, management consulting, educa­tion, mediation, addressing succession, conflict management, develop management teams, boards of directors, and family councils.  Engaged Legacies helps trusted advisors accelerate complex estate planning engagements:   • Succession Plans   • Mission Statements   • Family Legacy Statements   • Family Constitutions   • Professional Development Plans   • Shareholder Agreements   • Buy/Sell Agreements   • Estate Plans Engaged Legacies helps families:   • Promote family harmony   • Sustain positive family connections through the generations   • Use their wealth and financial resources to serve their families   • Preserve and protect family wealth   • Maximize the potential of their business Engaged Legacies by program:   • Business succession and exit strategies   • Life changes transition coaching   • Realizing the value of your family foundation   • Legacy conversations   • Preparing heirs for inheritance   • Managing sudden wealth   • Family conflict resolution   • Family leadership and governance   • Pre/post liquidity event strategy and coaching:   • Celebrity (discreet) advice that leverages your social & financial capital   • Philanthropic advisory Engaged Legacies by specialty :   • Inter-generational transfer of wealth   • Succession Planning   • Exit Strategy   • Building Family Teams   • Strategic Planning   • Family Retreats   • Art Succession Planning   • Family Board & Council Development   • Philanthropy & Family Foundations/Donor Advised Funds   • Family Constitutions   • Family Business Assessment   • Communication & Conflict Resolution   • Individual Assessment and Career Counseling   • Individual Coaching   • Compensation   • Sudden Wealth Mentoring   • Philanthropic Travel   • Life Transition Consulting     ☎ Start now Insights 2009-08-27T13:00:56+00:00 http://www.engagedlegacies.com/index/contact_us/ http://www.engagedlegacies.com/index/contact_us/#When:20:17:36Z Engaged Legacies 10580 North McCarran Boulevard 115-415 Reno, Nevada 89503 1-775-309-1428 2009-09-15T20:17:36+00:00 http://www.engagedlegacies.com/index/legacies_at_a_glance/ http://www.engagedlegacies.com/index/legacies_at_a_glance/#When:13:43:22Z Engaged Legacies™ accelerates meaningful estate planning action between trusted advisors and their high value clients. The Engaged Legacies™ process fuses family affinity and commitment with dynamic multi-generational leadership strengthening human, intellectual, financial and social capital. “We know the future will outlast all of us, but I believe that all of us will live on in the future we make.”-EMK Right Column 2009-08-27T13:43:22+00:00 http://www.engagedlegacies.com/index/process/ http://www.engagedlegacies.com/index/process/#When:13:06:22Z CLARITY “Your mind, while blessed with permanent memory, is cursed with lousy recall. Written goals provide clarity.  By documenting your dreams, you must think about the process of achieving them.” - GBlair The Engaged Legacies™ process begins with clarity.  Our introduction to family members and key advisors provides us a comprehensive and candid overview of the entire family and their affiliated objectives for the future.  Our proprietary assessment tools highlight individual competency, values and vision which guides us to determine what additional strengths must be in place to achieve multi-generational family success. Our strategic snapshot of family dynamics enables us to build a solid, integrated Engaged Legacies™ foundation around your financial capital and work to ensure that your investments, tax and estate planning, and risk management activities are well communicated, coordinated and sustainable. We take responsibility for working with all your advisors and aggregating a current snapshot via encrypted web technology. PASSION “Clarity of mind means clarity of passion, too; this is why a great and clear mind loves ardently and sees distinctly what he loves.” -BPascal Passion is created when mission is defined and family unity is given clearance for takeoff.  Our passion is evident when we help families answer the questions, “What’s important to us?”  How will our decision effect our heirs? Our transformative family experiences weave financial, social, intellectual and intimate personal connection together include time for inquiry, reflection, meditation, endorphin producing excitement, priceless memories and profound conversations. Experience indicates that the key difference between successful and unsuccessful family dynamics is full family participation throughout the Engaged Legacies™ process.  Our process creates compassionate communication, which builds openness, trust, and accountability between family members and their trusted advisors. Engaged Legacies™ are built thoughtfully over time, not just single events commemorated by signing a professionally designed estate document.  Our experts help families define and understand their shared values, mission, and responsibilities guiding you in creating a strategic plan to transition and sustain your wealth for generations to come. PURPOSE “True happiness ..is not attained through self-gratification, but through fidelity to a worthy purpose.” -HKeller Discovering your family purpose is the easy part.  The hard part is keeping it with you on a daily basis and working on yourself, and collectively as a family to the point where you become that purpose. Once you’ve identified your overall purpose/mission, the next step is to turn that purpose into achievable goals, projects, and actions.  Teddy Roosevelt once said, “In any moment of decision, the best thing you can do is the right thing, the next best thing is the wrong thing, and the worst thing you can do is nothing.” On the eve of his death, Walt Disney had a reporter crawl into bed with him so he could share his vision for Disney World, six years before its completion.  When Disney World finally opened, another reporter commented to Walt’s brother, Roy, “It’s too bad Walt did not live to see this.” Roy replied, “Walt saw it first. That’s why we are seeing it now.”  ☎ Start now Insights 2009-08-27T13:06:22+00:00 http://www.engagedlegacies.com/index/about_us/ http://www.engagedlegacies.com/index/about_us/#When:12:07:36Z David Scott Chamberlain is the founder of Engaged Legacies.™  Formerly a Wall Street financial advisor and now an entrepreneur and philanthropist, David advises high net worth individuals and families in wealth optimization legacy planning and philanthropy.  He has developed expertise in helping families reach positive decisions relating to shared assets and business ventures, developing next generation leaders and creating family governance structures that ensure successful collaboration among family members. His legacy in transformative leadership for high net worth families began in Haiti with his grandfather at the age of 7 and has subsequently spanned the globe, first while serving as an officer in the US Army and later founding Exquisite Safaris Philanthropic Travel.  David received a BA in Political Science from Farleigh Dickinson University. ★★  Bill Turner Ph.D In the rural, isolated part of the Appalachian Region where Bill Turner was born and reared, history, continuity, beliefs of the ancestors, and transferred values are as perinneal as the mountains.  How and why people should be autonomous and free from most hindrance, but at the same time,  completely interdependent with their extended families is not only his personal story but is also the basis of his research,  scholarly writing, and executive coaching. Trained at the prestiguous Notre Dame Department of Sociology and Anthropology, Dr. Turner understands and articulates the value systems that underlie the attitudes and behaviors that hold families together intergenerationally.  Dr. Turner, presently the National Endowment for the Humanities Distinguished Chair of Appalachian Studies at Berea College (KY) served for more than a decade as a Research Associate to Roots author, Alex Haley.  Married for 40 years to Vivian—retired President of the R J Reynolds Tobacco Company Foundation—Bill is father to three and grandfather to four. AWARDS & HONORS & BOARD SERVICE 2009 • Lifetime Achievement Award – Appalachian Studies Association 2008 • Member – Board of Trustees – New Opportunity School for Women 2007 • Member – Board of Directors—Kentucky Commission on Human Rights 2007 • Governor’s Martin Luther King, Jr. Citizenship Award 2006 • Member – Board of Directors – Kentucky African American Historical Commission 2006 • President’s Diversity Champion Award – University of Kentucky 2005 • Black Exemplar Award – University of Notre Dame 2002 • Member – Board of Trustees – Lees-McRae College. Banner Elk, NC 1995 • Person of the Year – Christian Appalachian Project ★★ Susan Chritton, M.Ed is a legacy transition expert. She has guided over a thousand individuals through their life and legacy transitions. Susan takes a client through the process of looking within to discover not just what they can do but who they are and her skill as a family business legacy counselor and a coach bring direction, creativity and renewed enthusiasm to Engaged Legacies™ clients. An Adjunct Professor at the University of San Francisco, she holds a Master of Education degree in Career Education from St. Mary’s College, a Post-Master’s Certificate in Career Development from John F. Kennedy University, and is a Certified Professional Coach of the Hudson Institute. She attended California Polytechnic State University in San Luis Obispo for her undergraduate degree. Her professional certifications are numerous and current, and include Professional Certified Coach (PCC), Master Career Counselor (MCC), Reach Personal Branding Strategist, Career Management Fellow Practitioner (CMF), National Certified Career Counselor (NCCC), Registered Professional Career Counselor (RPCC), National Certified Counselor (NCC), Career Development Facilitator Instructor (CDFI), Certified in Family and Consumer Sciences (CFCS), Distance Credentialed Counselor (DCC), and is a Myers-Briggs Professional. Susan has been involved in community affairs for the past 21 years, where she currently serves on the Advisory Board for Wardrobe for Opportunity. She is a past President of the Junior League of Oakland-East Bay and provides leadership development for the several non-profits in Northern California. ★★ Isabelle Gingras Ph.D coaches family business leaders to understand their vision for succession planning and development of leadership. She then determines the skills and training that will be necessary for that vision to become reality. She also assesses the motivations of younger family members and key employees to determine the fit with the values of the family, therefore planning for successful transitions. Fit is the match or congruence between the individual (e.g., skills, cognitive style, emotional intelligence, values, motivations) and the requirements of a role in the family’s business and assets management. Bringing young family members into the business and ensuring next generation succession rely on maximizing fit – thus avoiding costly and painful mistakes. Dr. Gingras holds a Ph. D. in psychology from Stanford University and has extensive experience in assessing motivations, aspirations, values, and goal setting, thus enabling individuals to make better choices and implement their action plans.  Body 2009-08-27T12:07:36+00:00 http://www.engagedlegacies.com/index/trusted_advisors/ http://www.engagedlegacies.com/index/trusted_advisors/#When:10:50:07Z “Advisors engage us to become more successful. Faster.” ☝ Innovative advisors understand that Engaged Legacies™ evolve their practice into a total solution for their wealthy clients that extends well beyond the strict scope of estate financial, legal and accounting strategy. • Build deeper and stronger relationships with existing clients • Clearly differentiate yourself from all other advisors • Eliminate competition • Identify new opportunities to provide services or products to your clients ☛ How would losing your top ten clients affect your practice? Women outlive men and 70% wind up firing their trusted advisors after their husband’s death. ☛ Do you have the time to Drive the Deeper Meaning of Legacy™ facilitating successful family dynamics for your most valuable clients? Traditionally, trusted advisors have allocated minimal bandwidth for the complex and emotionally charged arena of family dynamics. However, current research clearly reveals that facilitated family dynamics, not traditional wealth, legal and accounting strategies hold the greatest influence over successful multi-generational family wealth transitions. Deeper personal relationships with all your high net worth family members will secure your relationship as a trusted advisor for life. ☛ If you failed to retain your client’s children when their financial assets are passed on would it dramatically affect your revenue? 95% of trusted advisors fail to retain clients’ children after assets are passed on. 71% of baby boomers still have at least one living parent. Boomer’s are now entering their 60’s. How old do you think their parents are and how much longer will they live? ☛ How do you sustainably differentiate your practice from the 448,000 other trusted wealth, legal and accounting advisors in the marketplace? Over 90% of financial, legal and accounting new client acquisitions are via word-of-mouth referrals. Increase your revenues, differentiate your firm and deliver what sophisticated high net worth investors now seek; family dynamics driven transformative family unity secured by an updated estate transition plan. ☝ Transform your priority client relationships forever. Our multidisciplinary team of family dynamics experts is ready to deliver transformative success in collaboration with you. When you introduce us to one of your valued clients, every interaction we have with your client will reflect the level of professionalism that they receive from you. • We work in close consultation with you • We do not provide tax, legal or investment advice • We provide client management via encrypted web technology Engaged Legacies serves trusted advisors whose clients maintain a minimum of $5 million dollars in assets.  ☎ Start now Tabs 2009-08-27T10:50:07+00:00 http://www.engagedlegacies.com/index/polaroid_image/ http://www.engagedlegacies.com/index/polaroid_image/#When:07:42:28Z Right Column: Polaroid 2009-08-27T07:42:28+00:00 http://www.engagedlegacies.com/index/values_vision/ http://www.engagedlegacies.com/index/values_vision/#When:11:04:19Z “United we stand; divided we fall” -Aesop ☝ Professionally facilitated family dynamics, not traditional wealth, legal and accounting strategies hold the greatest influence over successful multi-generational family wealth transitions. ☛ Our goal is for your family to develop harmonious, healthy, and constructive interpersonal relationships that streamline the successful transition of your family-owned assets and enterprise. Without sufficient planning, a lifetime of collecting and legacy building can disappear overnight. The death of the older generation often causes a cascading series of problems; children fight over who gets what; lack of liquidity causes forced liquidations to pay unforeseen estate taxes; auctioneers fees reduce proceeds to a fraction of value. • Have your heirs developed sound values, personal accountability and and sustainable plans for their future? • Do family members understand how to live responsibly with their wealth? • Will your family members be able to make joint decisions smoothly and intelligently in your absence? • Do all family members have a working knowledge of the financial world? • Do your family members handle conflict effectively and have the skills needed to resolve differences appropriately? • Do your children and grandchildren have the ambition and capability to steward their wealth? ☎ Start now Research indicates that the single issue that defeats the successful transfer of family wealth and business is the breakdown of trust and communications in families. Effective family dynamics, better known as the hard questions and answers about the wise use of money to deepen multi-generational family clarity, passion and purpose drives accelerated planning action. Tabs 2009-08-25T11:04:19+00:00 http://www.engagedlegacies.com/index/succession_continuity/ http://www.engagedlegacies.com/index/succession_continuity/#When:11:09:29Z “Procrastination is like a credit card: fun until you get the bill.” It’s easy to use the current economic upheaval and political uncertainty as an excuse to delay or defer your family’s estate and business succession planning. In fact, this may seem prudent to many. However, waiting is exactly the wrong thing to do. This is not the first time in history that the economy has faltered… and it won’t be the last. ☝ As successful business owners, professionals and executives taking action is normal. Taking action in challenging times and difficult circumstances often means professional survival. Why not adopt the same attitudes toward your personal planning needs as you do in your career? ☛ If your some of your wealth has been eroded or is in jeopardy, it is now more important than ever to assure that what remains of it is distributed to your heirs and beneficiaries as efficiently and effectively as possible.  Business Succession Success Engaged Legacies™ experts are ready to help you overcome the significant roadblocks to family business succession planning: • Nurture positive family relationships • Tackle the unspoken issues • Create individual and organizational strategies • Develop unencumbered business operations • Preserve and grow wealth Business Exits with Family Unity A professionally crafted exit plan guides family business owners to maximize the value of their business, minimize taxes, and ensure that they are able to accomplish all personal and financial Engaged Legacies™ objectives throughout the process.  Unfortunately, too many business owners are reactive rather than proactive and do not have any idea how or when they will exit their business. As a result they: • Miss strategic opportunities • Undervalue their companies • Leave hard-earned wealth on the table • Pay too much in taxes when they sell their companies Engaged Legacies™ exit planning experts help a business owner ask and answer all of the critical questions that their trusted advisors must consider in order to craft a comprehensive road map that guides business owners to successfully and profitably exit a privately held business. ☎ Start now Tabs 2009-08-23T11:09:29+00:00 http://www.engagedlegacies.com/index/giving_living/ http://www.engagedlegacies.com/index/giving_living/#When:11:10:39Z “Philanthropy is almost the only virtue which is sufficiently appreciated by mankind.” -HD Thoreau ☝ Engaged Legacies experts work exclusively with people who have determined that their family mission includes a significant commitment to philanthropy; we are not fundraisers. ☛We provide strategic advice and administrative services for private foundations and donor advised funds.   • Design grant-making goals focused on high impact initiatives   • Draft clear grant agreements that clarify intent   • Develop operating plans to support efficient and effective grant making   • Evaluate grant programs and individual grantees to measure impact   • Manage grants and facilitate financial reporting   • Investigate new giving opportunities   • Conduct due diligence of nonprofits to establish credibility   • Report on meetings of issue and philanthropy thought leaders Transformational Family Legacy Building ☝ Our experts highlight philanthropic options while joyfully engaging multi-generational family members in due diligence, planning and execution. ☛ We keep family members on course, prioritizing the family legacy objectives while building and implementing strategies that achieve results.   • Develop mission statements that align philanthropy with family values   • Build family unity on philanthropic strategies and implementation with transformative engagement   • Plan strategic and logistical experiences for family philanthropy meetings   • Integrate next generation trustees using junior boards and leadership opportunities   • Mentor younger generations to engage new stakeholders   • Structure partnerships with nonprofit organizations to broker large gifts anonymously   • Engage family members with nonprofits, including volunteer opportunities and board membership   • Educate family members on philanthropic issues and innovation   • Coordinate local, national, and international site visits   • Develop approaches to board development within and outside of the family ☎ Start now Personalized, private and tax smart. Tabs 2009-08-20T11:10:39+00:00