What Really Matters: Legacy, Purpose, and the Power of a Love Letter

Wealth is more than financial capital—it is the sum of a family’s values,stories, and shared purpose. At Balentine, we believe that true legacy is builton more than numbers; it is the guiding principles that connect generations and provide clarity in times of change. As families navigate the complexity of wealth, it is essential to align financial planning with deeper conversations about purpose, connection, and the values that truly define a family’s identity.

Jay Hughes, a pioneer in legacy and values-based wealth planning, once said, “A family’s greatest wealth is not its financial capital, but its human and intellectual capital.” This perspective reminds us that financial assets alone do not sustain a family’s legacy—rather, it is the shared wisdom, principles, and intentional stewardship of wealth that truly endure. A legacy love letter is a powerful tool in this process, offering future generations a blueprint for what really matters. It provides a bridge between financial guidance and the values that sustain a family over time.

As you reflect on your own legacy, consider writing a love letter to your family. Share your experiences, lessons, and aspirations so that the wealth you have built is accompanied by the wisdom to manage it well. This letter is not just a document—it is a gift of perspective, a guiding light, and a foundation for meaningful conversations about purpose and stewardship. At Balentine, we are committed to helping families integrate legacy into every aspect of wealth planning. We have created a guide for you to launch your love letter and to prompt some of the most important lessons of life – yours – to be shared with your families. Your relationship manager is eager to work with you on this. Start today—because what you leave behind is not just wealth, but a lasting impact built on love and intention.

Access our guide on writing a Letter to Your Loved Ones

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