{"product_id":"the-professional-family-legacy-toolkit","title":"The Professional Family Legacy Toolkit","description":"\u003cp\u003eA complete six-session family-legacy programme for advisers serving affluent families.\u003c\/p\u003e\n\u003cp\u003eTechnical advice rarely fails on technique. It fails when the family has never talked, the heirs are not ready, and nobody has said what the plan is for. This Toolkit gives you a structured way to do that work, inside the relationship you already have.\u003c\/p\u003e\n\u003cp\u003eWHAT'S INCLUDED\u003c\/p\u003e\n\u003cp\u003ePractitioner's Guide (25-page PDF)\u003cbr\u003eThe framework, ethics and scope of the work, and a full six-session facilitator's guide with timings, opening words, questions and follow-ups. Plus facilitation skills for when it gets difficult, conflict-risk indicators, and outcome measures.\u003c\/p\u003e\n\u003cp\u003eEditable Client Materials (21-page Word pack)\u003cbr\u003eEverything you give to families: invitation letters, a pre-programme questionnaire, a 30-statement readiness scorecard, six session handouts, follow-up letters and a feedback form. Add your firm's name and branding.\u003c\/p\u003e\n\u003cp\u003eFacilitation Deck (40-slide PowerPoint)\u003cbr\u003eSession dividers, three to five slides per session, and a \"before next time\" slide for each. Speaker notes carry the timings and facilitator prompts from the Guide. The chart slides use example data you can replace with the family's own scores.\u003c\/p\u003e\n\u003cp\u003eScorecard Tracker (Excel workbook)\u003cbr\u003eTrack up to 30 families across all five pillars at baseline, Session 6 and 90 days. Pillar totals, overall totals and the change calculations update automatically. Only responses with all 30 statements answered count in the averages.\u003c\/p\u003e\n\u003cp\u003eBuilt on the Beaumont System — Clarity, Communication, Prepared People, Harmony, Stewardship — and works alongside the books of The Beaumont Legacy Series.\u003c\/p\u003e\n\u003cp\u003eThis Toolkit is educational and facilitation material. It is not legal, tax, accounting, financial or psychological advice, and it does not replace your own professional judgement or the regulatory obligations that apply to you.\u003c\/p\u003e","brand":"Sterling Beaumont","offers":[{"title":"Default Title","offer_id":64846863663481,"sku":null,"price":199.0,"currency_code":"USD","in_stock":true}],"url":"https:\/\/www.sterlingbeaumont.com\/products\/the-professional-family-legacy-toolkit","provider":"Sterling Beaumont","version":"1.0","type":"link"}