Modern Logo communicating Knowledge, Trust, Connection

Legacy Beyond

Knowledge. Trust. Connection.

Legacy Beyond is a platform addressing wealth transfer challenges, acting as a bridge between individuals and solution providers.
Mission: Alleviate concerns in wealth transfer by connecting members to a trusted expert network. Think of this as the softer side of private banking.
Services: Coaching in family dynamics and offering impartial financial advice.
Platform Features: Expert-curated videos on relational dynamics, family communication, and wealth transfer financial topics.
Challenges: Extend beyond financial aspects to include emotional connections, trust establishment, heir preparation, and clear communication.
Offering: Personalized selection from an on-demand library and cost-free advice from experts.
Brief:
1. Target Audience: Experts in wealth transfer and their very high net worth clientele.
2. Brand Values: Knowledge, trust, connection.
3. Key Messages: Emphasize phrases like "trusted expert network," "coaching in family dynamics," "impartial financial advice," "engaging with experts," and "cost-free advice."
4. Logo Usage: Logo will be used in website, as a mark on videos, and in marketing materials. It should include a wordmark (Legacy Beyond), an icon, and a combination of both.