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Legacy on Purpose®

Lisa McCurdy

Conversations about legacy, family, and stewarding wealth with intention. Twice a month, receive powerful strategies to have tough conversations with confidence, plan for the future with courage, and communicate legacy with clarity. With real testimonies!

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Substack
PricingOnly free issuesPublishesWeekly
Issues12Foundeda year agoLast Issue8 days ago
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Latest Issues

“I faced what is really going on with my family. Now I have to decide what’s next."

Situations can get heated fast on family summer vacations. It’s one of the few times of the year when multiple arms of the family tree come together for what’s supposed to be a reunion.

However, drama can unfortunately find its way into th...

8 days ago
2

Traveling Reminds Us That Our Legacy Doesn’t Stop at Any One Border

Dear Legacy on Purpose® Family,

Summer vacations create the best moments to talk about legacy with your loved ones. It’s one of the only times during the year when all members of the family tree are gathered.

Workloads are a bit lighter....

15 days ago
2

For America’s Wealthiest Families, Education Isn’t Just a Degree

Something the wealthiest families know that most people don’t is the true value of education.

For centuries, families building generational wealth have understood that education grants far more than a diploma. It builds the networks, the d...

22 days ago
3

Maximize Summer to Have the Critical Conversations About Legacy

We’ve all been counting down the days until summer. But not for the same reasons.

Of course I’m looking forward to the slower days, summer vacations and extended time with family. But more importantly, summer is the best time to have legac...

a month ago
1

Time, Stewardship and the Role Women Play in Wealth Building

Dear Legacy On Purpose® Family,

Values are a key foundation to our legacy talks. “Time” is a value many families share. We can’t make it up, nor can we get it back.

Look at how fast May came and went. June is here and we’re now halfway t...

2 months ago
3

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  • Lisa McCurdy

    Legacy Architect™. Nearly 30 years helping high-net-worth families protect their wealth, wisdom and values. I help you have thoughtful conversations about legacy, family, and stewarding wealth with intention.

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