Begun in March 2013, the Center for Family Conversations (CFC) is a faith-based resource center that provides the integral tools and ideas in helping families establish a 100-year-plus Family Legacy Plan.

Committed to reversing the infamous “90% Rule”—which is that 90% of families lose their wealth by the third generation—the CFC offers families access to industry leaders in key planning categories, helping them build their legacy for generations to come.

Under the guidance of an experienced advocate, families develop a Family Narrative that links spiritual and relational elements with their generational planning.


“The world is shaped by two things – stories told and the memories they leave behind.”

~ Vera Nazarian

“We can tell people abstract rules of thumb which we have derived from prior experiences, but it is very difficult for other people to learn from these. We have difficulty remembering such abstractions, but we can more easily remember a good story. Stories give life to past experience.”

~ Roger C. Shank