Twelve books and a 55-tool Private Toolkit on ownership, governance, tax, succession and exit for founders and families. Sold as the complete collection.

Twelve books and a 55-tool Private Toolkit on ownership, governance, tax, succession and exit for founders and families. Sold as the complete collection.

R 1,999.00
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Twelve books and a 55-tool Private Toolkit on ownership, governance, tax, succession and exit for founders and families. Sold as the complete collection.
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  • Twelve books and a 55-tool Private Toolkit on ownership, governance, tax, succession and exit for founders and families. Sold as the complete collection.
  • Twelve books and a 55-tool Private Toolkit on ownership, governance, tax, succession and exit for founders and families. Sold as the complete collection.
Twelve books and a 55-tool Private Toolkit on ownership, governance, tax, succession and exit for founders and families. Sold as the complete collection.

Twelve books and a 55-tool Private Toolkit on ownership, governance, tax, succession and exit for founders and families. Sold as the complete collection.

R 1,999.00

About the series

One connected system for capital, family, business and legacy

Wealth, family, business and governance cannot be understood as isolated subjects. The Living Legacy Series takes them one at a time, in order, and shows how each decision affects the next.

Each book starts with a single question and works through it in ten chapters, from the founder’s changing role to ownership, structure, risk, tax, governance, succession and exit. The twelfth book brings everything together as one annual review, and the Private Toolkit turns the ideas into working documents the family can complete.

The series does not ask you to put technical arrangements in place without advice. It helps you ask better questions, see where things depend on one person, and go into professional discussions with a clearer view of what must be achieved.

What’s inside

Twelve books in four parts

Read in order, each book leads into the next. Read on their own, each one answers the question a family is facing now.

Part one

See the whole picture

  • Book 1

    From Founder to Steward

    How must the founder change when the business and wealth have grown beyond the habits that first created them?

  • Book 2

    Know What You Own

    Can the family see the whole picture clearly enough to protect it, govern it and act when circumstances change?

  • Book 3

    The Architecture of Wealth

    Does the legal and governance architecture support what the family is actually trying to achieve?

Part two

Protect and structure

  • Book 4

    Protecting the Fort

    What could materially damage the family capital or its ability to act, and how early would anyone know?

  • Book 5

    Wealth Without Borders

    Why should the family cross borders, and what must be true before an international structure creates real value?

  • Book 6

    The Tax Architecture of Wealth

    How can tax be understood as part of commercial architecture rather than as an isolated compliance exercise?

Part three

Govern and hand on

  • Book 7

    The Family as an Institution

    How does a successful family move from informal founder led decision making to a dependable institution?

  • Book 8

    Preparing the Next Owner

    How can a family prepare future owners for responsibility without deciding their lives for them?

  • Book 9

    When Leadership Changes Hands

    How should authority, leadership, governance and ownership move when they do not need to move at the same time?

Part four

Decide and sustain

  • Book 10

    The Intelligent Exit

    When is retaining the enterprise responsible, and when does a sale or other exit create a better future?

  • Book 11

    Decisions Under Pressure

    How can founders, families and investors make better decisions when information is incomplete and consequences are material?

  • Book 12

    The Living Legacy Handbook

    How can the principles of the series be maintained as one practical system rather than twelve separate conversations?

In every book

Built to be used, not only read

  • A short opening diagnostic

    Five plain questions that show where the family stands before the first chapter.

  • Ten chapters, each with a decision brief

    Every chapter closes with its central idea, warning signs, decisions to make and one practical action.

  • A thirty-day action plan

    A month of steps that turns the book into work the family actually completes.

  • A framework for professional discussion

    How to brief an adviser: purpose, present position, concerns, authority, jurisdictions, implementation and review.

  • Key terms

    The vocabulary of ownership, governance and tax, explained in ordinary language.

Included with the series

The Living Legacy Private Toolkit

The implementation companion to the twelve books: templates, frameworks and working documents for families, owners and advisers. Each tool sets out its purpose, how to prepare, a working table, review questions and a completion record.

Start with whatever would cause the greatest difficulty if the principal decision maker were unavailable tomorrow.

55

working tools

7

parts

1

wording library

  • Part one

    Purpose, people and perspective

    Includes the Founder Role Assessment, Family Purpose Framework

  • Part two

    Mapping wealth, ownership and exposure

    Includes the Family Wealth Map, Entity Register

  • Part three

    Protection, continuity and resilience

    Includes the Emergency Information Index, Ninety Day Founder Absence Test

  • Part four

    Governance and family documents

    Includes the Family Constitution Architecture, Reserved Matters Schedule

  • Part five

    Future owners and succession

    Includes the Successor Readiness Assessment, Succession Timetable

  • Part six

    Globalisation, tax and transactions

    Includes the Jurisdiction Comparison Matrix, Exit Readiness Assessment

  • Part seven

    Decisions, review and implementation

    Includes the Pre Mortem, Annual Living Legacy Review

Who it is for

For the people who carry the decisions

  • Founders whose business and wealth have outgrown the habits that built them
  • Family owners and the next generation preparing to take on responsibility
  • Family offices and boards formalising how decisions are made
  • Families with people, assets or businesses in more than one country

Digital edition and licence

Download, read and work through it privately

After checkout, you’ll find download links for all twelve books and the Private Toolkit on your order confirmation page and in your confirmation email. Nothing is posted, so you can start reading straight away.

The toolkit’s working tables may be completed and adapted for private family or internal organisational use. They may not be resold, published, redistributed or used to provide services to third parties without written permission.

The Living Legacy Series provides general educational information. It does not constitute legal, tax, accounting, investment, financial or other professional advice.

Help with your series

Format, delivery and access

Please review our refund policy before buying.

Can I buy the books individually?

No. The Living Legacy Series is sold only as the complete collection: all twelve books and the Private Toolkit.

How will I receive the series?

Use the download links on your order confirmation page or in your confirmation email. All thirteen files are available straight after checkout.

Can advisers use the toolkit with their clients?

The standard licence covers private family or internal organisational use. To use the toolkit in work for clients, contact us about a professional licence.

How do I get help with access?

Email info@legacyglobaladvisors.com with your order number.

Want to work through it with us?

The series helps you frame the questions. The Readiness Review answers them for your circumstances.

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