Legacy Journey
Embark on a transformative legacy journey with our 20-week, cohort-based educational program designed to prepare heirs of Ultra High Net Worth Families for a successful succession. Experience four essential phases: Foundation & Alignment, Financial & Leadership Mastery, Legacy Projects, and Integration & Graduation. Benefit from money-back checkpoints at weeks 4 and 20, and a secure mutual NDA.
Team
Meet Our Experts
Maxim Jardai
Founder & CEO with a wealth of experience in family-legacy advising, banking and education, dedicated to guiding families towards successful transitions.
Sophia Chen
Lead Educator known for her expertise in financial literacy and leadership development, providing invaluable insights to program participants.
David Rodriguez
Legacy Specialist renowned for his innovative approach to legacy projects and seamless integration strategies, ensuring a smooth transition for all participants.
Our Commitment to Excellence
Trust
We prioritize trust by fostering transparent and confidential relationships with our clients, ensuring their peace of mind during the entire succession journey.
Integrity
Integrity is the cornerstone of our values, guiding our actions and decisions to always act in the best interests of our clients and their families.
Empowerment
We empower heirs to become financially literate and purpose-driven, fostering a harmonious family dynamic and enabling our partner banks to retain long-term relationships with their clients.