Legacy Wealth™ is the flagship division of Legacy Empire™. It delivers the complete 100-Year Architecture™ to high-net-worth families and business owners who are ready to govern their wealth — not just grow it.
Legacy Wealth™ engagements are selective. Christian Gomez does not operate in transactional, urgency-driven, or exploratory environments. Every engagement begins with a Legacy Readiness Review™ — a diagnostic that determines whether governance architecture is actually required before any work begins.
If the diagnostic confirms readiness, the engagement begins. If it does not, we tell you honestly — and stop there.
$5M+ net worth · HNW or UHNW · No active operating business · Governance gap confirmed · Both primary decision-makers available for all meetings
$250K+ annual take-home AND $1M+ liquid or $3M+ total assets · Active business ownership required · OR $5M+ net worth regardless of income · Both decision-makers at every meeting — no proxy, no exceptions
Urgency-driven timelines · Exploratory inquiries without commitment · Single decision-maker · Unwillingness to complete the full engagement sequence
Legacy Wealth™ delivers through two products. Which applies to your family depends on whether an active operating business is in scope. Both require a completed Legacy Readiness Review™ before any engagement begins.
35-Week Engagement · Six Family Capitals
The complete 100-year governance architecture for high-net-worth families. Covers all six family capitals and delivers a leather-bound Family Intelligence Binder™ at completion.
| Tier | Profile | Fee |
|---|---|---|
| FoundationEntry | $5M–$15M net worth · US-only · Simple structure · 2–3 beneficiaries | $95,000 |
| ArchitectureMid | $15M–$50M · Multiple entities · Cross-border or blended family | $150,000 |
| LegacyFull | $50M–$500M+ · Multigenerational · International · Max complexity | $225,000 |
40–45 Week Engagement · Seven Capitals Including Business Capital
The complete governance architecture for business-owning families. Adds BCAP™ business continuity protocol and CEPA®-led exit planning. Includes all seven capitals.
| Tier | Profile | Fee |
|---|---|---|
| FoundationEntry | $5M–$15M net worth · Single entity · Simple ownership | $135,000 |
| ArchitectureMid | $15M–$50M · Multiple entities · Partners or cross-border | $195,000 |
| LegacyFull | $50M–$500M+ · Multiple businesses · International · Max complexity | $275,000 |
Every Legacy Wealth™ engagement follows the same sequence. Phases cannot be skipped, compressed, or reordered. The architecture is only as strong as the sequence it follows.
Diagnostic only. Identifies governance gaps, authority conflicts, and continuity risks. No recommendations. No product. Honest verdict — then a decision.
Documents who holds authority, under what conditions, and what happens when they are no longer present. The vault is built before the bank opens.
Nine planning dimensions in fixed order. All insurance and financial applications submitted at close — zero dead time sequencing.
Family Identity Charter delivered. Legal coordination with client's attorney. Intelligence Binder™ assembled and delivered at completion alongside the 100-Year Architecture Certificate.
Legacy Family Bank™ governs six capitals. Legacy Business Bank™ governs all seven — the seventh being Business Capital, exclusive to business-owning families.
Assets, investments, insurance structures, estate architecture, and the mechanisms that transfer wealth across generations without erosion.
The people in the family system — their roles, authority, succession readiness, and capacity to steward what has been built.
The knowledge, values, and governance principles that define how the family makes decisions and passes wisdom across generations.
The family's relationships, networks, community standing, and philanthropic footprint — governed so they strengthen, not fracture.
The family's identity, story, founding principles, and the generational narrative that holds a family together long after the founders are gone.
The family's values, creed, and character — documented in the Family Identity Charter and preserved as a governance instrument across 100 years.
Ownership structure, continuity plan, key person authority, exit architecture, and the governance of the business as a family asset — delivered through BCAP™ and CEPA® Value Acceleration.
Governance architecture erodes when it is not maintained. Families change. Laws change. Assets change. Authority changes. The Annual Governance Review ensures your architecture stays current — every year, permanently.
It is not optional. It is not an upsell. It is how a 100-year architecture actually holds for 100 years.
Every Legacy Wealth™ engagement begins with the Legacy Readiness Review™. No product. No proposal. An honest assessment of whether your family is ready — and what it will take to build something that holds.
Begin Your Legacy