High-Net-Worth
Clients Expect More
80% want
charitable planning,
but most advisors
neverbring it up.
Millions Lost
to Taxes
Without the right strategy, wealth disappears instead of creating impact
Win Bigger, Multi Generational Cases
Legacy planning deepens trust and increases client retention.
A Simple, Proven System
Legacy Navigator gives you the tools to lead this conversation with confidence.
The Strategy High-Net-Worth Clients Expect.
The System Advisors Need.
Most financial advisors believe they’re already offering clients everything they need.
But the truth is, many high-net-worth clients are waiting for a conversation that most advisors never start.
That conversation is about legacy. It’s about turning tax liabilities into charitable impact.
It’s about helping clients build more than financial security—it’s about building a legacy that aligns wealth with purpose.
Legacy Navigator is a proven system designed to help you confidently lead this conversation. It gives you the tools to turn tax dollars into client-driven impact, position yourself as a legacy advisor, and secure larger, multi-generational cases.
The question isn’t whether your clients want this conversation.
It’s whether you’ll be the advisor to lead it.
Every day, millions of dollars that could be directed toward meaningful impact are lost to taxes, not because clients want that, but because their advisors never show them another way.
Your clients aren’t just looking for wealth accumulation. They want to build something bigger than themselves—but they don’t know how.
Legacy Navigator gives you the power to lead this conversation.
It’s a proven system that shows financial advisors how to help their clients convert tax liabilities into lasting impact, protect generational wealth, and deepen trust — all while securing larger, multi-generational cases for their own practice.
This isn’t just about charitable planning.
It’s about redefining your role as an advisor.
Most Advisors Aren’t Having This Conversation,
And It’s Costing Them.
Clients trust their advisors to guide them in preserving and growing their wealth, but the most successful advisors help clients build a legacy that lasts for generations.
Yet, most advisors never introduce charitable planning because they assume:
-
Clients aren’t interested.
-
It’s too complex.
-
They don’t have a structured way to implement it.
The truth?
High-net-worth clients want these conversations—and they will turn to another advisor if you don’t lead them.
Legacy Navigator gives you a step-by-step system to uncover client values, structure tax-efficient charitable plans, and secure larger, long-term engagements—while ensuring your clients maximize both their wealth and their impact.
The Legacy Navigator System:
A Simple, Proven Framework
Most advisors avoid charitable planning because they think it’s complex. Legacy Navigator makes it simple.
Our step-by-step system gives you the exact tools and process to confidently guide your clients through legacy planning conversations that drive results.
The Pathfinder Process
-
Discover your clients’ true values, priorities, and long-term vision.
-
Use structured questions to uncover hidden wealth transfer opportunities.
Strategic Legacy Planning
-
Convert tax liabilities into high-impact charitable strategies.
-
Structure plans that maximize client wealth and generational impact.
Implementation & Case Studies
-
Use real-world examples and done-for-you templates to apply these strategies
-
Guide clients through decisions with confidence.
Your Guide
I’ve spent over two decades helping high-net-worth families structure their wealth, and I’ve seen the same problem time and time again—clients unknowingly leaving millions to taxes when they could have redirected that wealth toward their family, their values, and the causes they care about most.
One client, a highly successful business owner, thought his estate plan was perfect—until I showed him a single number: his expected tax liability. His reaction?
"Are you serious? I’m losing that much to the IRS?"
That moment changed everything.
Clients want these conversations, but most advisors never bring them up. Not because they don’t care, but because they don’t have a clear system to guide the conversation. That’s why I created Legacy Navigator—a step-by-step framework that makes it simple to introduce charitable planning, position yourself as a legacy advisor, and secure larger, multi-generational cases.
I’ve used this process to help structure over $1.4 billion in charitable gifts, including:
✔️ The largest charitable donation in Ohio Health Care history—$42 million
Stay Ahead with Legacy Navigator
Subscribe to our newsletter for exclusive insights, expert strategies, and the latest updates on legacy planning and wealth with purpose.
Have Questions? We're Here to Help.
Whether you have a question about the program, need support, or want to learn more about how Legacy Navigator can elevate your practice, we’d love to hear from you.