Traditional wealth planners, accountants, attorneys and others have ‘taught’ us the ‘proper’ methods of planning. This new and informative presentation suggests that by changing the paradigm of how we look at planning, we can move the discussion forward. By helping clients capture their values and goals, it provides a unique and holistic way to address the issues of the family so that transition is something to be cherished and celebrated. The focus shifts from strategies and tactics to a collaborative, values-driven model that allows families to accumulate and enjoy the wealth without destroying relationships, while maintaining integrity and the ability to make a meaningful impact on the family and community. Using a unique intergenerational model to understand family history, intention and shared experiences, planning is presented as a way to preserve family legacy so that the current and future generations will benefit.