Your Values. Your Wealth. In Sync.

Legacy is not what you leave behind.
It is what you put in motion.

We believe that true wealth extends far beyond financial assets. At The Family Story, we help families preserve the wisdom behind their wealth, not just the capital.

We teach how generosity and legacy work together to create lasting multi-generational impact.

Why The Family Story?

Legacy Estate Plan & Protection

Review your current estate plan to make sure it is aligned with your family values. Review for blind spots and protect the wealth you’ve earned and the wisdom that shaped it – so future generations inherit a congruent plan based on prosperity and purpose.

Family Unity

Foster stronger family relationships built on shared purpose, clear communication, and alignment around your collective vision. Our guided workshops can also help families heal and reconnect across generations.

Family Owners Manual

A comprehensive technology platform to consolidate Family Wealth and Family Values planning in one location for generations. Bringing all of life’s complicated details together, all in one place. By sharing with and educating your family and advisors, our platform enables you to apply the deliberateness to your communication, decision-making, and more. The platform is provided for an annual fee.

Values-Driven

We help you identify and articulate the core values that define your family’s legacy and guide future generations. We help you create your personal Vision, Mission, and Values Statements.

Multi-Generational Growth

Cultivate a family culture that empowers each generation to build upon the foundation laid by those before them.

Ongoing Consulting

Empower your family’s future with the guidance of an experienced coach—helping you create purposeful family meetings, design strong governance, navigate succession or a business transition, and build a culture of lasting generosity.

Testimonials

“This workshop sparked conversations about the values we want to intentionally build into our marriage and one day instill in our children, giving us clarity and unity about the kind of family we hope to become. It creates space to dream together, align your hearts, and lay a strong foundation for your future.”
Paul and Paige H, Louisville KY

“The family legacy workshop with Brian Cohoon was eye-opening and thought provoking. It has given us the tools to be able to implement lasting legacy for generations to come. We are beyond grateful to have gone through this engaging and valuable presentation.”
Kurt and Nancy, Louisville KY

“The Family Legacy Workshop was Excellent!! It gave my wife and me great Direction and concrete ideas on how to start conversations and immediately put into motion how we can communicate our family Values. It was very helpful to see the examples of what other families have done, what it looks like and the impact it will make on our children and generations to come.”
J & T, Louisville KY

“As seniors my wife and I were surprised by how helpful and encouraging the Legacy workshop was. It was especially meaningful to experience it with our adult children. It is so much more than a 'finance seminar'. It really reminded us to focus on what is most important in life.”
E & P, Florida

“This workshop helped me & my wife think about the legacy we want to leave, not only for the next generation but for 7 generations. We hadn’t really thought about it that long term, & the workshop prompted us to be intentional about articulating our values & how we pass them on. We’ve shared this with our adult children and they are excited about developing our family legacy plan with us.”
D & S, Louisville KY

How will your family's story be told?

Take the Next Step

Join One of our Virtual Family Legacy Workshops

Download More Info

Discover how to create lasting multi-generational impact through our interactive virtual workshop. You will learn how to articulate your unique family values, vision and mission in this hands-on workshop to help you put your family's legacy in motion.

brian@thefamilystory.org