Legacy Insights with Andres Ospina of the Family Office Club

Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation. - Andres Ospina, Managing Director of Family Office Club, introduces the listeners to the concept of a "family office” and highlights the features family offices offer. Family legacies will be best protected when the next generations understand the history and hard work behind the business that created the wealth. He shares the difference(s) in generational heritage that seeks to instill pride into the nextgen's in their last name and bloodline whereas "new wealth" faces tax challenges. Many individuals would like to be acknowledged and remembered. Andres highlights the question of “what type of legacy do they want to leave behind?” For many of affluence, they prioritize the values of family (human capital) as well as wealth preservation. For coaches and advisors, Mr. Ospina emphasizes the importance of being in partnership with these family’s legacy visions, so their future legacy aligns with past successes. When the two areas of family and business entangle, friction can increase exponentially. For this niche of society, family business members and those of wealth face additional hurdles - they need to maintain a public face while having to navigate many difficult conversations. Obviously an individual or family worth $200M has unique needs, challenges and dynamics, compared to $2M. For Andres, his personal legacy involves sharing spiritual lessons connected to business. He would like to bring more peace to the world by putting diverse situations into perspective. He expresses how valuable it is when we can admit we do not understand the person sitting across from us – this level of honesty pushes us to ask better quality questions. Salesmanship is understanding another human being in their problems and challenges. In designing his legacy, Mr. Ospina honors his values around: • acknowledgement (a form of love and respect); • curiosity in learning with an open mind; • humility (in suppressing his ego when learning); • keeping an open mind as he takes new risks; and • living outside of his comfort zone. --- About Legacy Planning(c): There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning. Our Story: We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction. Our Mission Statement: Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy. Our Theme: If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values. - If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey! #humancapital #spiritualcapital #intellectualcapitalBecome a supporter of this podcast: