How can I steward my wealth well? 

Who will help me achieve my version of purpose?

What kind of legacy do I want to leave behind–and how do I do it?

The Legacy Partner Experience is our most comprehensive, hands-on financial management service designed exclusively for individuals and families who want personalized guidance aligning every part of their financial life with their faith–and who desire to bring the next generation along with them.

Introducing The Legacy Partner Experience

You might be wondering…

Inquire Now

Our advisors become your personal stewardship partner, personally guiding you through discussions, decisions, and transitions.

If you’re the kind of person who values building a culture of excellence, intentionality, and eternal impact with your finances and within your family, this is for you.

For Those Who Want More Than a Financial Plan

This premium experience is for high net worth families, business owners, and faith-driven leaders who:

  • Are navigating complex, high-stakes financial decisions (business exits, generational transitions, estate complexities)

  • Desire more proactive, hands-on involvement from their financial advisor

  • Need coordination between attorneys, accountants, and other financial professionals

  • Want to create generational alignment and legacy with their wealth

  • Are looking for trusted support to help communicate vision and instill biblical financial principles in their family

Inquire Now

Want to host a multigenerational family meeting or retreat? Kyle can help plan the agenda, prepare resources, and even attend if desired, bringing spiritual depth and clarity to your conversations around legacy and wealth.

Remote Retreat & Family Meeting Support

What’s Included in the Legacy Partner Experience

This white-glove experience includes all the services our Living Legacy asset management experience—from comprehensive financial planning and faith-aligned investment architecture to portfolio screening and business transition strategy–plus:

Kyle offers NextGen education, resources, and meeting support to help prepare the next generation for wise stewardship. Whether it's creating content, leading family meetings, or facilitating faith-based conversations, he helps your family align on what matters most to you.

Generational Wealth Discipleship

Kyle personally schedules, attends, and leads conversations with your estate attorney, CPA, banker, business valuation expert, and other professionals as needed–serving as your advocate and integrator through every stage of your journey.

Professional Coordination & Representation

Inquire Now
This isn’t a transaction. It’s a true partnership.

As your Legacy Partner, we don’t just give you a roadmap. We walk it with you. Our Founder and Chief Advisor Kyle Bochat becomes your trusted liaison across every financial relationship and family conversation.

YOU GET:

  • Strategic input and support to align your finances with your values

  • Expert collaboration with attorneys, CPAs, and other professionals who become part of your financial journey

  • Kyle’s presence at key meetings (either with you or on your behalf)

  • Custom education and discipleship tools for your family’s next generation

  • A values-aligned plan to create lasting generational legacy and Kingdom impact

This experience embodies the heart of what it means to be “rich.” From structuring deals and stewarding legacy to guiding generational conversations, we’re here to help you live richly in the ways that matter most.

What Makes This Experience Different

Consistent touch-points and meetings to maintain strong relationships and pro-active communication

In-the-room representation and/or support during important financial meetings

A personalized, private walkthrough of our Living Legacy Experience workshop series tailored to your family and season of life

Our White Glove Promise

Inquire Now

Let’s Build Your Mission-Driven Legacy, Together

If you’re seeking a skilled, hands-on financial advisor who shares your values, honors your vision, and desires to be your partner in creating Kingdom-driven impact, let’s talk.

We’ll evaluate whether the Legacy Partner Experience is the right fit for you.

Inquire Now