Resources

Free tools and guides for family businesses working through succession – with more resources on the way.

Legacy DNA Assessment

Discover how family businesses build a succession plan that actually holds. This 5-minute assessment scores your family business across the six domains of the Legacy DNA and shows you exactly where the real risk is hiding.

The Legacy Blueprint

A short guide on how family businesses across the Caribbean have actually approached succession – real patterns, real case studies, and what tends to go wrong when there is no plan at all.

More frameworks, templates, and tools for family businesses will be added here over time – check back soon.