Legacy Arts is dedicated to the journey of developing a great legacy and passing on non-financial assets (such as beliefs, values & wisdom). It is produced by Paragon Road, the leader in meaning legacy planning. By Laura A. Roser Note from the Editor Great Hope for the World  Several weeks ago, I was speaking with a…

By Laura A. Roser   If you spend any time with a two-year-old, you will see the physical manifestation of what most of us feel under the surface when spending time with family. Things are going great, we’re having a fun time, life is joyful and exciting, and then something happens and it triggers a tantrum….

Q & A with Relationship Advisor, Alison Lessard   I first learned about Alison from reading an article she had written about relationships. In it, she wrote about overcoming shame, analyzing family behaviors and working on overcoming incorrect relationship models. Unlike so many other relationship experts, who focus on gut feelings, attracting the right partner…

Q & A with Krishna Pendyala, Founder and CEO of ChoiceLadder Institute Over the last few months, I’ve had the pleasure of speaking with Krishna Pendyala a couple of times. What I noticed about Krishna almost immediately was his passion and depth of knowledge. He spent more than two decades coaching and consulting with high…

Thrivent Financial CEO, Bradford Hewitt, argues that the healthiest relationships with money are founded foremost on generosity. by Amanda Kelly   Brad Hewitt never intended to serve as CEO of Thrivent Financial, a Fortune 500 organization with more than $100 billion in assets. “I would describe how it all came together for me at Thrivent…

How Gail McGovern, CEO of the American Red Cross, Continues Her Legacy While Giving Hope to Others in Times of Need By Laura A. Roser Even after eight years, I still haven’t quite gotten used to looking in the eyes of someone who has completely lost everything,” says Gail McGovern, CEO of the American Red Cross,…

by Steven Le, Founder of Le Mobile Feast   It’s no secret that food brings people together. The preparation and enjoyment of it forge friendships and strengthen family bonds, as each occasion like Thanksgiving reminds us. When we gather at the table and share stories, we participate in a uniquely human activity. Since the paintings…

How One Man Tackles the Problem of Unsuccessful Wealth Transfer  By Laura A. Roser   The defining moment was when I was sitting with a client in our conference room,” says Shawn Barberis, Founder of Aspida360. Shawn recounts staring into his client’s eyes and seeing real sadness there, which didn’t make sense to him at all….

Distinguishing the Real from the Fake By Laura A. Roser   A couple of weeks ago, my friend from Italy visited me. I took him around to various scenic spots and we chatted about life, politics and business. “The problem with our society,” he announced, “is most people are alphabets.” I had no idea what he…

Strategies for Wealth Advisors   Assumption #1: UHNW millennials have very little care for the world they live in. The Reality: They see wealth as a means to make a positive impact on society. Assumption #2: UHNW millennials are tech-savvy and therefore more likely to be attracted to robo-advisors. The Reality: They desire a more…

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