Fund 17 Documents

Fund 17 Documents

Pathways to Multi-Generational Legacy | Presentation

Pathways to Multi-Generational Legacy | Presentation

Pathways to Multi-Generational Legacy | Presentation

Pathways to Multi-Generational Legacy | Presentation

Pathways to Multi-Generational Legacy | Presentation

What would it be worth to you and your family if you had a process that you knew could help you leave a harmonious world changing legacy for many generations? Your family legacy includes all that your family holds dear and wants to preserve in future generations.

By
Lonnie Gienger
Lonnie Gienger
Lonnie Gienger
Lonnie Gienger

Creating A World Changing Legacy

In this episode, you’ll hear the content from a presentation that I have been doing recently at conferences for wealthy families. I share a strategy and case study illustrations from my own family as I’ve spend the last 16 years trying to figure out how to create my own multi-generational legacy.

Sixteen years ago I met a man named Greg Gunn who asked me a question that rocked my world. He said, “Lonnie, why do you invest so much time developing and implementing clear mission, vision, values and strategy for your business but you don’t take the same intentional approach to leading your family?”

I honestly had never thought about it that way. I didn’t even know where to begin leading my family that strategically. So what I am sharing with you in this episode is based on many years of coaching and trial and error practice in our own family. A I believe this is a strategy that can help anyone develop multi-generational harmony and world changing legacy.

Great legacies are no accident. Mere hope is not a likely pathway to a legacy you’ll be proud of. A great legacy requires a clear strategy and action.

This process for creating family legacy results in a more harmonious family with greater sense of shared identity and purpose.

Here’s an overview of the two-stage process for creating multi-generational family legacy.

The first stage is defining your family compass that will provide consistent direction to your family now and in future generations. Your family compass has three components:

  • Family values

  • Family mission

  • Family vision.

The next stage is planning your strategy for implementation of your family compass using specific

  • Relational pathways

  • Structural pathways

I’ll be providing you with the principles that drive each of these components, a process you can use to do this in your family and some practical case study illustrations from our family.

Check out the link in these show notes Resources for the presentation which contains all the questions and processes you need to work through in order to begin to implement this in your family. I’d recommend that listen through the podcast once to get a good overview. Then, if you want to actually do something to impact your legacy, listen again following along in the presentation slides and pausing the podcast and answer the questions on your own or with family members. Yes, if you want this to actually make any difference in your life, you’ll need to actually take action on it!

Resources:

Download the presentation deck used during a recent presentation on this topic and follow along as you listen to this podcast: Family Legacy Presentation Deck Printout, Lonnie Gienger

Fund 17 Documents

Fund 17 Documents

Fund 17 Documents

*Wilkinson® is not an investment adviser or a broker-dealer. All prospective investors should consult with their own advisors before deciding to invest. This does not constitute an offer to sell or the solicitation of an offer to buy securities. Securities may be sold only to accredited investors and only through an offering memorandum.Total transaction volume rounded up to nearest $100K.

(509) 965-4240

©2025 Wilkinson Corporation. All Rights Reserved

*Wilkinson® is not an investment adviser or a broker-dealer. All prospective investors should consult with their own advisors before deciding to invest. This does not constitute an offer to sell or the solicitation of an offer to buy securities. Securities may be sold only to accredited investors and only through an offering memorandum.Total transaction volume rounded up to nearest $100K.

(509) 965-4240

©2025 Wilkinson Corporation. All Rights Reserved

*Wilkinson® is not an investment adviser or a broker-dealer. All prospective investors should consult with their own advisors before deciding to invest. This does not constitute an offer to sell or the solicitation of an offer to buy securities. Securities may be sold only to accredited investors and only through an offering memorandum.Total transaction volume rounded up to nearest $100K.

(509) 965-4240

©2025 Wilkinson Corporation. All Rights Reserved.


*Wilkinson® is not an investment adviser or a broker-dealer. All prospective investors should consult with their own advisors before deciding to invest. This does not constitute an offer to sell or the solicitation of an offer to buy securities. Securities may be sold only to accredited investors and only through an offering memorandum. Total transaction volume rounded up to nearest $100K.

(509) 965-4240

©2025 Wilkinson Corporation. All Rights Reserved.

*Wilkinson® is not an investment adviser or a broker-dealer. All prospective investors should consult with their own advisors before deciding to invest. This does not constitute an offer to sell or the solicitation of an offer to buy securities. Securities may be sold only to accredited investors and only through an offering memorandum. Total transaction volume rounded up to nearest $100K.

(509) 965-4240

©2025 Wilkinson Corporation. All Rights Reserved.