Her passion for Legacy Planning was born in the aftermath of her parent’s death 8 months apart. She was surprised that her parents careful planning didn’t protect her family from paying $1.8 million dollars in taxes or stop them from feuding.

In search of information to protect her children, Cindy discovered her family’s situation wasn’t unique. Less than 10% of families retain wealth past the third generation, and 97% of inheritance failures are caused by family members!

She began studying successful families, discovered the family office industry, and the secrets wealth families use to create generational wealth.

Cindy is dedicated to helping motivated entrepreneurs and business families build a better future for their family, regardless of the size of their estate by providing affordable access to wealthy family secrets and Legacy Planning.

Cindy's mission is help one million families create a Legacy Plan. She believes that when you strengthen the family, the smallest economic unit of society, you build better communities.