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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!

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues21Foundeda year agoLast Issue3 days ago
Active

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Latest Issues

When Everyone Has a Voice, Who Leads the Family?

As families grow across generations, leadership becomes more complicated.

Parents may still hold authority. Adult children want a meaningful voice. Spouses join the family. Siblings bring different perspectives. The next generation begins...

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The Disruptive Sibling No One Wants to Talk About

A client recently reached out to me with news that has stayed on my mind.

Years ago, our firm helped her parents establish a trust. Both of her parents have since passed away, and she has now come to us to build her own estate plan.

Ful...

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The Family CEO: When Everyone Looks to You

You know how to lead teams, make consequential decisions, and navigate uncertainty at work. But leadership can feel very different when the organization is your family.

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Join me for a Conversation about AI, Wealth and What Comes Next

Dear Legacy on Purpose® Family,

I am excited to share that I will be joining Julie Castro Abrams for a Linkedin Live conversation on Thursday, September 3 at 4:30 PM ET.

About the Conversation

Families spend more time planning a vaca...

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Martha's Vineyard: Black Wealth, Legacy and Family Traditions

Dear Legacy on Purpose® Family,

Martha’s Vineyard has become a fixture in our family’s summer. We return year after year, and this trip was no different. It gave us two full weeks together, away from calendars and closing tables, and remin...

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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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