I’m Cindy Arledge

I’m a second generation entrepreneur from Texas, matriarch of my family and accidental leader of a new industry called Legacy Family Planning. Experiencing the emotional storm that surrounding my parents’ death 8 months apart continues to inspire me to create solutions to prepare families for long term success.

I didn’t always know the secrets for creating generational Resilience. . . twenty years ago you would have found me blissfully unaware of the dangers my family faced during the inheritance process.

I was unprepared for my various roles: medical and financial power of attorney, co-executor, and trustee. I had no idea it would take years to settle their estate, or that I’d have less than nine months to raise $1.8 million dollars to pay their tax bill. I didn’t know how to navigate the emotional storm of honoring my parents’ last wishes with disgruntled family members.

None of us were prepared to become orphans.

Along the way, I discovered we weren’t alone. A 30 year study shows that 70% of families lose wealth during the first transfer and less than 10% of families retain wealth past the third generation. Here’s the kicker — 97% of the time, wealth loss is code word for a family feud.

Each culture has its own name for this phenomenon. In Ireland it’s known as “clogs to clogs.” In Japan, its known as “rice paddies to rice paddies.” In the U. S., we call it “shirtsleeves to shirtsleeves.

Determined to protect my daughters, I discovered the Family Office Industry and the secrets of ultra-high-net-worth families who have retained wealth for 100 years or longer. My parents’ 10-million-dollar estate wasn’t enough to afford family office services so I utilized what I learned to create my own solution. It’s what entrepreneurs do!

Fast forward to 2022. My family has been legacy family planning for over a decade. I’ve been helping families through my private executive coaching practice and written several bestselling books to share what I’ve learned. But these efforts aren’t enough to fulfill my desire to help one million families avoid the pain and suffering that comes from being unprepared.

currently. . .

I’ve accepted my role as the accidental leader of the Legacy Family Planning industry to help other business families prepare a plan for their family’s long term success.

I know what its like to see your family torn apart. Resilience doesn’t happen by accident, it takes structure. Over the years, I’ve continued to improve the process to make it easier for smart business owners to incorporate Legacy Family Planning into their busy lives. Now is the best time to prepare your family for the future. The good news is, you don’t have to do it alone, I’m here to help.

Take it from someone who has been there, it’s easier to prevent problems than cure them.


 

Books