Skip to content

Our History

Charting Your Legacy. It all started with a group of friends…

In one of the more than 70 financial small group studies led by Howard Dayton everyone had a net worth of several million dollars. As the class went on, it became clear that the issues these participants were grappling with differed from those of average income earners. In the environment of the small group, the participants developed very close relationships. Because the discussions were confidential, they became candid with the issues and struggles they were facing.

A focus group was assembled to help develop this study. Some in the group were entrepreneurs whose businesses created wealth, others inherited resources or married into a wealthy family. There were also wealth managers and an extraordinarily capable widow. The focus group met over two-and-a-half years and conducted pilot studies to produce what is now the Charting Your Legacy study.