A LEGACY THAT INSPIRES GREATNESS

“It is up to us to live up to the legacy that was left for us, and to leave a legacy that is worthy of our children and of future generations.”

— CHRISTINE GREGOIRE

A great legacy is about leveraging your wisdom, skills, gifts, financial assets, and other resources to make an impact. It’s about living a life full of meaning, joy and service.

Your legacy could be as complex as creating an organization that pledges to eradicate world hunger or as meaningful as creating a close family who loves each other.

Your quest to become an exceptional human being, in the way that creates fulfillment and joy for you, is what will live on long after you are dead and your money is gone. If crafted correctly from the beginning, your legacy will live on in the hearts of those who loved you, and countless others. Your wisdom and love will ripple out and impact others for generations. It will set a foundation of character for your children, grandchildren, and great-grandchildren.

A great legacy isn’t only about making things better for future generations, it’s about dramatically improving the quality of your life and others’ lives, right here, right now.

YOUR MOST IMPORTANT ASSETS

When you think about what matters most, what comes to mind?

Family, relationships, health, values and beliefs, traditions, character development and personal growth, experiences, contributions to the community, talents and skills, and wisdom you’ve acquired along your path.

Yet, this is often what gets lost simply because most people have no clue how to properly establish a value legacy. Most legacy plans focus on what matters least — financial assets. It’s easy to set up a trust, a foundation or a family partnership, but these vehicles don’t take into account how to pass on your most valuable assets.

Intellectual Assets

Your business systems, alliances, ideas, skills, traditions, and wisdom.

Character Assets

Your meaningful relationships, family, values, health, spirituality, heritage, purpose, talents, and plans for giving.

Financial Assets

Especially how to pass along money in a way that is meaningful and is not going to harm its recipients by making them dependent and unhappy.

WHO WE ARE

“We need to leave the world with legacy of meaning, not just a financial one. Meaning from your life’s journey through an autobiography, a personal letter to those you love, an individual vision that spreads your wisdom, talents and joy.”

— LAURA ROSER, CEO AND FOUNDER OF PARAGON ROAD

Paragon Road is a boutique consulting firm that focuses on helping our clients:

  • Create a legacy of lasting impact.
  • Structure financial and time resources in a way that is meaningful.
  • Archive and document family heritage and personal historical milestones.
  • Pass on assets of merit, including values and beliefs, traditions, wisdom, talents and skills, and financial intelligence.
More About Us

A MESSAGE FROM THE CEO

Laura Roser
Laura A. Roser, CEO, Paragon Road

Several years ago, before my divorce, my husband and I would constantly discuss the pros and cons of different estate planning structures. He had a couple kids and we planned on having more. And we wanted to give money to our children, but we were concerned about them becoming entitled or dependent.

“We could do a matching program,” my husband would say. “So any money our kids earned, we’d match. That way, they would be motivated to work hard.”

“What about setting up a family bank?” I’d say. “We can have our kids borrow money at a super low interest rate for entrepreneurial endeavors.”

READ MORE

BUILDING A LEGACY: VIDEO INTRODUCTION

Introduction to the Meaning Legacy process presented by Founder and CEO, Laura A. Roser.

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Download The Value Legacy: Your Path to Greatness

Learn:

  • How to ensure your most-important assets don’t get “lost.”
  • What components comprise a great legacy.
  • How Bill Gates, John D. Rockefeller, Harry Houdini and others keep their legacies alive.

Legacy Retreats & Events

A FAMILY OF EXCELLENCE, 4-DAY RETREAT
Our private family retreats are one of the most profound things you can do to bring your family together in a loving, meaningful way. The result of the retreat is the creation of a family legacy plan and brand that will serve as the foundation of excellence for current and future generations. LEARN MORE →

1-DAY COUPLES FAMILY WORKSHOP
This 1-day workshop is designed to teach couples the tools they need to create an effective family legacy. It is especially useful for newlyweds, parents of young children or grandparents. LEARN MORE →

Family Legacy Plan Development

Our legacy planning team works with you to create a comprehensive plan tailored to your specific objectives and family style. This plan becomes your guiding principles and custom manual for successful living. It is structured so you can implement it with your own team or resources. Or we can implement it through our team of experts. LEARN MORE →

Philanthropic Legacy Planning & Positioning

The first step to any successful endeavor is a clear vision. Philanthropy is no different. We work with both large philanthropic institutions and high net worth individual donors to determine their vision, goals, what will have the greatest impact and how to communicate that message to their audiences. LEARN MORE →

Reputation Management and Publicity

If you are in the public eye or wish to be, we can assist you with building a legend—a legacy that will elevate you and further your vision. We, however, understand that many people, especially the affluent, wish to protect their privacy. We can help you ensure your reputation is managed well. LEARN MORE →

Legacy Implementation & Creative

Formalizing your legacy as letters, books, artwork, audios, videos or other creative content is not just an interesting way to capture your life, it is the only way to permanently archive it. Your legacy needs the same kind of permanency as a sculpture or great literature. Otherwise, your memory is stored in someone’s head and can quickly fade away to nothing. LEARN MORE →

ON BEING GREAT

REQUEST A COMPLIMENTARY CONSULTATION

To arrange an appointment with one of our legacy planning experts, call 801.386.5861 or enter your information below.