The lessons behind your wealth, recorded for the people who will inherit it
A Financial Legacy Session lets you mentor the next generation the way only you can. Through the decisions, the risks, and the values that shaped how you've built and held what you have.
An enduring philosophy from a lifetime in business: work hard, think hard, and keep smiling when the water gets rough.
A Financial Legacy Session is a recorded private masterclass in how you think about wealth and life, taught in your own voice. It runs across three conversations, about three hours long, and it's made to sit alongside your will as it sets out the thinking behind it.
You sit down with our producer. Over the three conversations you talk through how you built and held your wealth, recorded cleanly on studio microphones. The producer is there to ask what you wouldn't think to answer, and to draw out the reasoning you've never had reason or put into words.
What you pass on is three audio episodes your family can listen to like a podcast, a short video, a set of portrait photographs, and a private Talking Stories website built under your own name that holds all of it and opens only to the people you choose.
The episodes
Across the three episodes you build one essential theme in your philosophy of wealth, drawn entirely from your own decisions and the years behind them:
Principles
Your outlook on work, wealth, and what success means to you.
Proof
The defining experiences that shaped it.
Perspective
What you'd want remembered, or applied, by those who follow.
"I want my kids and grandchildren to understand that I had a go. You might suffer. But life comes in waves. When the big waves come, you duck down, let them go over the top of you. And then you get up again. And you smile." - James Delahunty
James Delahunty at his office
A will passes on what you accumulated. A legacy session handles the wisdom.
James built his businesses one long night at a time, guided by a set of principles that were just as important as the capital he generated.
He remembers the long nights, the early risks, and the quiet moments of faith that kept him moving forward. The wealth is simply the tangible result of a lifetime of lived experience.
History, however, shows us how easily the story can get lost between generations.
Take the Vanderbilt empire. It began with one man’s vision and a single ferry in New York Harbor, eventually growing into one of the largest fortunes in history. But as the wealth passed down, the context of how it was built - the grit, the purpose, and the lived experience, often failed to make the journey with it.
When we focus only on the transfer of assets, we miss the most valuable inheritance of all: your perspective.
A Financial Legacy Session is designed to bridge that gap. It’s a space to articulate the "why" behind your "what." Whether it’s sharing the lessons learned from a difficult season or the values that guided your biggest decisions, you are giving your family a foundation.
"You need tenacity and emotional intelligence. It's about fighting for what you want and understanding how things connect." Sharon Douglas on building a business