​​​Legacy is not just what you leave, it’s what you teach.

The transfer of wealth may not be unfolding as expected.


Many families focus on financial assets but overlook personal property and art categories that require different strategies, documentation, and understanding. These are not just sentimental items; they carry cultural, historical, and market value that should be handled with the same rigor as other assets.

We often talk about younger generations in the context of legacy not being responsible, but have we taught them properly? This program equips families to engage the next generation early, with clear tools for inventory, research, and decision-making, ensuring personal property is not left behind in planning.


The Legacy of Value: Art Across Generations is a signature program developed by a Baby Boomer and valuation expert to provide structured guidance on the role of personal property in estate planning, inheritance, ownership, and education. Services include consulting, speaking engagements, podcast interviews, and educational materials tailored to multigenerational audiences.

Who may benefit from this program:

Seniors
Preparing for estate transitions and organizing personal property.
Parents
Managing heirlooms, asset transfers, and family communication strategies.
Young Adults
Engaged in ownership concepts and contribution to asset research and planning.
Middle Schoolers & Teens
Introduced to basic inventory methods and encouraged to participate in documenting and researching family assets.

Services Offered:

Valuation-informed consulting (one-on-one or groups)
Presentations and workshops
Educational tools by age group

What clients say:

“This initiative helped us turn emotional clutter into meaningful legacy conversations.”

“Teaching my grandchildren about our family’s belongings helps ensure they understand their value and responsibility for the future.”

Use Legacy when you contact us!

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