Strengthen Your Family. Steward Your Wealth.
A practical, research-backed blueprint for values, communication, and legacy.
I wrote this to help families like yours align what matters most—values, relationships, and resources—so the next generation thrives.
- Build a Family Constitution that anchors decisions in shared values
- Hold productive family meetings that deepen trust and clarity
- Navigate multigenerational money conversations with confidence
- Turn generosity into a purposeful philanthropy plan
- Learn what actually protects wealth between generations
Your Toolkit
What's Inside The Family Legacy Blueprint (Values & Wealth Edition)
This isn’t fluff. It’s a concise, actionable guide informed by decades of advising families and grounded in independent research so you can act with clarity.
Family Legacy Constitution
- Clarify values, mission, and decision rights
- Simple framework to resolve conflict
- A living document your heirs can own
Multigenerational Wealth & Communication
- How to talk about money without drama
- Prepare heirs with structure (not just numbers)
- Align wealth with purpose, not entitlement
Family Meeting Toolkit
- Ready-to-use agendas & ground rules
- Facilitation tips; "minutes" template
- Turn one meeting into a family tradition
Philanthropy Playbook
- From "giving back" to a strategy you share
- Donor-advised funds & practical options
- Engage kids/grandkids through purpose
The Research
The Research Is Clear: Communication Protects Both Families and Wealth
Both in my experience and in the research, families rarely stumble because of spreadsheets. They struggle when values aren’t explicit and conversations don’t happen. This Blueprint gives you a structure to talk, plan, and lead together—so your family is prepared, not surprised.
Preparing heirs and communicating plans are the #1 and #2 drivers of successful wealth transitions
Family meeting cadence correlates with fewer disputes and clearer expectations
Shared philanthropy improves engagement and stewardship among the next generation
Is this for you?
- You have meaningful assets and growing complexity
- You want clarity for your spouse and adult children
- You value relationships and legacy as much as returns
- You prefer practical tools as well as theory. Something your family can actually use
Our Approach
From My Family to Yours
I learned the value of hard work and stewardship in a family that didn’t take either for granted. As a fiduciary advisor, I’ve sat at kitchen tables and boardroom tables helping families align money with meaning. This Blueprint is the best of what works: it’s practical, humble, and designed to strengthen families, not just portfolios.
Tony D’Amico, CFP®
Founder, CEO & Managing Partner
Tony D'Amico's Story
What People Say
“The first family meeting we held using Tony’s agenda took the tension out of a topic we’d avoided for years.”
— Retired business owner
“The constitution exercise helped our adult kids understand why our plan looks the way it does.”
— Physician couple
How It Works
Instant PDF download + email copy
Start with your family and the quick-start checklist
Schedule a 20-minute call to walk through your plan
Conversation is optional. No pressure, ever.
Frequently Asked Questions
Is this only about investments?
No. It's about family strength. Values, communication, meetings, wealth and giving. Plus how to integrate those with your financial structures.
How long will it take to use?
You can get value in 20 minutes with the quick-start pages, then go deeper with your family over time.
Will you spam me?
No. You'll get the Blueprint and a small number of helpful follow-ups. Unsubscribe anytime with one click.
Is this faith-based?
It's values-forward. We include optional prompts for families who want a spiritual element and secular options for those who don't.
Can you help facilitate our first meeting?
Yes. If you'd like, we can guide you through a calm, structured first meeting, but it is not necessary.