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Featured Document: Your Guide to Family Legacy Consulting

The majority of family-owned
businesses do not know how to successfully pass on their wealth to the next generation in a way that fosters growth. It doesn't have to be that way.

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How to Engage your Adult Children

This document outlines 9 key strategies for engaging effectively with adult children to build stronger, more meaningful connections.

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Strategic Planning: 2026

Our Strategic Planning 2026 document outlines a framework for organizational assessment and future planning, divided into three main sections.

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Essential Family Rhythms

Move beyond just surviving. The "Essential Family Rhythms" worksheet is a guide designed to help families bring intentionality to the often chaotic summer months.

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Measure Your Growth & Development

Designed to evaluate individuals based on the 5 key pillars of Character, Capacity, Chemistry, Calling, and Competency, to determine their overall status and alignment within an organization.

7 Keys to Generational Flourishing

At Tekton we use the "Seven Keys to Generational Flourishing" as a coaching framework to help families build a lasting legacy. This methodology guides families through a structured process of establishing a core identity, healthy communication patterns and beyond.

Family Legacy Learning Community

What if you were given the tools necessary to help your family thrive for generation? In a small 6-couple cohort, you’ll be learning with like-minded families as you clarify your family mission, strengthen relationships, and create a lasting legacy of both values and wealth.

Essential Leadership Rhythms

While many books and resources talk about the big things leaders must do, it’s consistently engaging in the small things that make the biggest difference over time. Consider these four rhythms in keep your organization focused, productive and energized.

Generosity & Building Our Legacy

Designed to help individuals or families plan the distribution of their wealth to bless those around them. It encourages practical planning by asking for implementation strategies, identification of potential obstacles, and the determination of immediate next steps to move forward.

Quarterly Planning

Three month sprints are a great way to ensure that the goals and priorities set at the
first of the year are maintained, updated and actioned all throughout the year. Use this worksheet to think through all aspects of each priority.

Conducting Effective Family Meetings

Use these steps to begin to build your family meeting plan and agenda. The frequency and topics can vary based on your season of life or areas that need more attention. The primary goal is to be
consistent in gathering together and continuing to have these intentional conversations.

The 5 Vs: Brand Identity

Our "5 V's Overview" worksheet is a strategic planning tool designed to help business owners define the core identity and operational framework of their organization. Similarly, this can be used to describe the family unit as a whole.

Developing Gen 2: Priorities & Planning

For organizational leaders to evaluate and cultivate the potential of a specific individual. Assess current strengths and weaknesses while identifying future roles where they could fit. By establishing clear next steps, timelines, and ownership, it provides a structured roadmap for advancement and communication.

The 4 Helpful Lists

The Paterson Center’s “Four Helpful Lists.” Asking “What is right?”, “What is wrong?”, “What is confusing?”, and What is missing?” can help you gain perspective on core issues in your life. Follow along this exercise.

5 Types of Trustfund Kids

A framework for parents to understand the complex relationship between family wealth and child development. It categorizes kids into five archetypes, helping parents identify whether their financial support is fostering a child's personal agency or inadvertently reinforcing dependency.

Growth Plan of Attack

Reflect on your year, or season, with this exercise. What happened, what went well and what could have gone better. Define next steps and important people to hit your goals.

The Rothschild Family

Tracing the Rothschild family's rise from Frankfurt to a dominant multi-city banking network, this case study examines how their model of international coordination and reputational discipline built a multi-generational financial legacy. It further explores how the family's long-horizon stewardship continues today through institutional adaptation and significant philanthropic contributions to cultural heritage, science, and civic life.

The Maclellan Foundation

The Maclellan Foundation case study illustrates how a Tennessee family converted wealth from a successful insurance enterprise into a structured, faith-driven philanthropic legacy that has endured for over a century. It highlights the importance of using clear governance and durable decision-making systems to prevent mission drift and ensure that capital remains a tool for long-term stewardship across multiple generations.

The Vanderbilt Family

The Vanderbilt family story tracks the rise of a massive industrial shipping and railroad fortune that became a hallmark of Gilded Age wealth and social influence. Ultimately, the legacy serves as a cautionary tale where a lack of durable governance and a focus on lifestyle led to the fragmentation of the fortune, leaving behind lasting public institutions like Vanderbilt University rather than a sustained family dynasty.

Conflict Resolution: Crucial Conversations

This Conflict Resolution roadmap is your personal playbook for handling those high-stakes conversations that often get pushed to the back burner. It’s an essential tool for protecting your most important relationships and business ventures by helping you turn potential friction into clear, productive outcomes.

Hitting a Home Run with Conflict Resolution

Ready to turn tough talks into a win for your relationship? This guide uses one of our favorite analogies to help you step up to the plate, navigate conflict with empathy, and knock it out of the park with a solid plan for a stronger future together.

Roles & Responsibilities of Beneficiaries

Each beneficiary has an obligation to educate himself or herself about the duties of a beneficiary, as well as the duties of the family trustees. These are the specific responsibilities of
beneficiaries.

Roles & Responsibilities of Trustees

Each trustee has an obligation to educate himself or herself on the duties of a trustee, as well as on the duties of the trust beneficiaries.

Strategic Choice Cascade

Take your business to the next level. This planning tool helps you define your purpose and competitive edge through the "Strategic Choice Cascade". It includes a dedicated section to map out your top priorities and goals for the next 12 months, ensuring your daily tactics always align with your big-picture vision.

Tools for Business and Family Success

Featured Document: Your Guide to Family Legacy Consulting

How to Engage your Adult Children

Strategic Planning: 2026

Essential Family Rhythms

Measure Your Growth & Development

7 Keys to Generational Flourishing

Family Legacy Learning Community

Essential Leadership Rhythms

Generosity & Building Our Legacy

Quarterly Planning

Conducting Effective Family Meetings

The 5 Vs: Brand Identity

Developing Gen 2: Priorities & Planning

The 4 Helpful Lists

5 Types of Trustfund Kids

Growth Plan of Attack

The Rothschild Family

The Maclellan Foundation

The Vanderbilt Family

Conflict Resolution: Crucial Conversations

Hitting a Home Run with Conflict Resolution

Roles & Responsibilities of Beneficiaries

Roles & Responsibilities of Trustees

Strategic Choice Cascade

Insights

Is your family more like a crockpot or a microwave?

When things are not addressed...

Cracking the Code of Generational Flourishing

Beyond the "3 Generation" Myth

Resource Library

Tools for Business and Family Success

Featured Document: Your Guide to Family Legacy Consulting

How to Engage your Adult Children

Strategic Planning: 2026

Essential Family Rhythms

Measure Your Growth & Development

7 Keys to Generational Flourishing

Family Legacy Learning Community

Essential Leadership Rhythms

Generosity & Building Our Legacy

Quarterly Planning

Conducting Effective Family Meetings

The 5 Vs: Brand Identity

Developing Gen 2: Priorities & Planning

The 4 Helpful Lists

5 Types of Trustfund Kids

Growth Plan of Attack

The Rothschild Family

The Maclellan Foundation

The Vanderbilt Family

Conflict Resolution: Crucial Conversations

Hitting a Home Run with Conflict Resolution

Roles & Responsibilities of Beneficiaries

Roles & Responsibilities of Trustees

Strategic Choice Cascade

Insights

Is your family more like a crockpot or a microwave?​

When things are not addressed...

Cracking the Code of Generational Flourishing

Beyond the "3 Generation" Myth

Get insights sent to your inbox

Is your family more like a crockpot or a microwave?