Experiences Designed to Develop Your Family Dynasty Beyond Legacy
Our pathways blend personalized coaching, immersive experiences, and expert strategic advisory to meet families where they are and help them gain clarity, connection, and generational impact. Explore the pathways ahead to see how your family can grow in unity, leadership, and lasting influence.
The Family Total Wealth Audit for Family Leaders (Fundamentals Version) is the perfect starting point for families beginning their Family Dynasty journey. It helps family leaders assess alignment and health across seven dimensions of family wealth—spiritual, health, relational, intellectual, financial, social, and societal. You’ll receive a personalized digital report and practical recommendations to begin shaping your Family Dynasty framework.
Program Details
- Automated digital report designed for family leaders (Fundamentals Version)
- Personalized recommendations for goal setting and Family Dynasty framework overview
- Three-month portal and community access with an optional renewal for continued resources and calls (see Family Dynasty Community Membership)
- Designed for couples or family leaders
$100 one-time (family leader) | $200 one-time (couples)
You’re ready to gain perspective on your family’s current state and take the first step toward intentional leadership and alignment.
This six-month membership offers connection, coaching, and community for family leaders who want to engage more deeply. Through live calls, coaching sessions, and virtual masterminds, you’ll apply Family Dynasty principles in real time and begin shaping systems for lasting alignment.
Program Details
- Full Family Total Wealth Audit (Comprehensive Version)
- Three one-on-one coaching sessions with a Family Dynasty Advisor
- Monthly community calls with topical teaching and Q&A
- Quarterly virtual mastermind participation
- Ongoing portal and community access for six months with option to renew at discounted rate for another six months
- Ideal on-ramp into the Custom Coaching or Integrated Advisory programs
$3,000 one-time or $300 per month (6 months access)
You value personal growth, shared learning, and guided accountability as you begin building your family framework.
Schedule an introductory call to get started or to learn more.
The Custom Coaching Program is the foundation of our three-year advisory roadmap. Your family will engage in workshops, assessments, and coaching to create a shared vision, align decision-making, and strengthen family unity across generations.
This structured program integrates Family Dynasty’s hallmark modules — from family identity and governance to communication rhythms and leadership development.
YEAR 1
Family Dynasty Launch
Establish vision, governance, and culture
YEAR 2
Framing Generational Wealth
Build systems, communication, and shared culture
YEAR 2
Generational Transfer & Succession
Align leadership and transition planning
Program Details
- 12-month structured engagement with a Family Dynasty advisor team
- Comprehensive family and business audits
- Workshops, assessments, and private coaching
- Access to the Family Dynasty portal and community
- Integration of Generational Blessings and Redemptive Blessings Exploration
- Designed for families ready for structured growth and measurable progress
$5,000 per month or $54,000 per year
You’re ready to invest in a guided, transformational process that helps your family grow in unity, vision, and stewardship.
Schedule a private consultation to explore the Custom Coaching Program and outline your family’s roadmap.
For families leading complex enterprises, this program offers high-touch, ongoing advisory partnership. We work alongside you to strengthen governance, guide strategy, and align the leadership of both your family and business systems.
This level of engagement provides continuous access to Family Dynasty advisors and tailored support for long-term growth.
Program Details
- Comprehensive family and business advisory partnership
- Governance and culture development for both family and business
- Strategic planning and implementation support
- Ongoing coaching with Family Dynasty advisors
- Full access to all assessments, portal resources, and Family Dynasty events
- Designed for families seeking a long-term, integrated advisory relationship
$10,000 per month
You’re leading a multi-generational family enterprise and want trusted advisors to guide alignment, decision-making, and sustained growth.
Schedule a private consultation with our advisory team to explore a customized engagement tailored to your family and business leadership needs.
This focused assessment and advisory engagement is ideal for families who want a clear picture of their current dynamics, culture, and leadership before entering a longer advisory program. It provides deep insight and actionable recommendations to guide next steps.
Program Details
- The Complete Total Wealth Audit (Comprehensive Version)
- Access to all Family Dynasty diagnostic tools, including:
- Initial Family Survey
- Business Leadership Team Survey
- Business Culture Survey
- Family Culture Survey
- Table Group Business Assessment
- Five hours of advisory touchpoints with the Family Dynasty team
- Summary report with detailed recommendations
$25,000 one-time investment (3 month engagement)
You want diagnostic clarity before committing to a full advisory partnership or need a structured assessment to identify next priorities.
Schedule a discovery call to discuss assessment goals and determine how the findings can inform your family’s strategic direction.
Family Dynasty Services
Who is an ideal client for Family Dynasty?
An ideal client for Family Dynasty services is a family leader—someone who carries both
vision and burden for the generations that follow.
They are hungry to grow and sustain multigenerational wealth, not merely in dollars, but
across the Seven Capitals—spiritual, health, relational, intellectual, financial, social, and
societal impact. They want to move beyond the goal of a personal legacy and instead build
an enduring family dynasty that compounds total wealth for generations to come.
They are often leaders of complex family enterprises—business owners, landholders,
or multi-branch family leaders—who recognize the need to be as intentional with family
governance as they are with business governance. They understand that thriving families,
like thriving enterprises, require shared vision, clear communication, and defined decision-
making structures.
They also carry a deep desire for family restoration—to see prodigal sons and daughters
return home, to heal fractures in relationships, and to re-center their family around a unifying
mission that transcends individual ambition.
Above all, they are inspired by the idea of alignment—wanting help to bring their family
members together around a compelling and shared vision that gives every generation a
sense of belonging, purpose, and stewardship.
Family Dynasty exists to walk alongside these leaders—to help them design the framework, rhythms, and culture that enable their families to flourish for generations.
Which families benefit most from this approach?
Any family that desires to be intentional rather than accidental can benefit from this approach.
Our 8-module process is designed for families who want to move from good intentions to clear structure and shared identity. It serves families who sense that “what got us here won’t get us there”—those ready to translate love, faith, and legacy into systems that
endure.
It especially benefits:
- Entrepreneurial or multi-branch families who want to build alignment around shared
values, mission, and vision—so their success strengthens, not strains, relationships. - Families in transition—whether welcoming new generations, facing leadership
succession, or rediscovering unity after conflict or loss. - Families of faith who want to make their beliefs visible and actionable—expressed
through a Family Mandate, House Rules, and Table Rhythms that shape everyday life. - Families hungry for identity and belonging, who want their children and grandchildren to know who we are, what we stand for, and how we live together.
Through the modules—defining values, crafting a family mandate, establishing house rules, nurturing a family table, declaring mantras, designing a crest, curating traditions, and
codifying it all in a family constitution—families cultivate clarity, continuity, and covenant.
In short, this approach is for families who don’t just want to pass down wealth—but a way
of life.
How does the Family Dynasty framework integrate faith, business, and legacy?
At Family Dynasty, we believe that faith, business, and legacy were never meant to be
separate conversations—they are three strands of one cord.
We see legacy as what you deposit in, and leave for, future generations, and dynasty is what you build with the generations for generations to come.
Our framework helps families integrate what they believe, how they work, and what they
build into a single, coherent story.
- Faith is the foundation. We begin by grounding the family’s vision, values, and purpose
in biblical truth—clarifying who we are before what we do. Faith shapes the family’s
mandate, informs how decisions are made, and defines what “success” truly means. - Business is the engine. We help families view their enterprises not just as financial
machines but as mission platforms—vehicles for service, stewardship, and generational
provision. Through governance systems, leadership development, and shared vision, the
family business becomes a place where purpose meets performance. - Legacy is the fruit. When faith and enterprise work in harmony, legacy becomes more
than inheritance—it becomes continuity of calling. The framework ensures that the
family’s story, convictions, and capital are all stewarded intentionally to bless future
generations and society at large.
Through our eight modules— which include shaping family values, mandate, house rules,
table rhythms, redemptive blessing exploration, names, mantras, crest, traditions, and
constitution—we help families architect the culture that allows faith to guide enterprise
and enterprise to sustain legacy.
In essence, Family Dynasty helps you build a family that lives its faith, leads its business with purpose, and builds a dynasty that sustains and grows.
start here
FREE
Next Steps
