“JLH Family Enterprises believes every family deserves tools to build wealth, preserve legacy, and thrive across generations.”

Family Legacy Planning Monthly Meeting Guide

Building a family legacy is about more than money-it is about connection, communication and intention. This guide was created to help families come together, share values and create a plan for the future.

Inside, you will find step-by-step tools to make family meetings purposeful, empowering and productive. Take your time, go at your own pace and remember every conversation brings you closer to the legacy you’re meant to build.

Your story, your wealth, your wisdom and your family matter.

Let this guide be your roadmap to lasting peace, purpose and prosperity.

Kathleen Z. Warren, Author & Legacy Coach