“You don’t get harmony when everyone sings the same note.”
— Doug Floyd
Meet Lori M. Coonen
Lori is a Family Wealth Legacy Coach & Guide, Chief Learning Officer & Master HDP™ Coach for The Heritage Institute® Community, passionate speaker, and host of the Living My Legacy Podcast.
Working with families, individuals, and professionals worldwide for over twenty-five years, Lori’s experience ranges from wealth transfer, financial, estate, and legacy planning to coaching generations in preparation for effective family succession planning. She works with first-generation wealth creators and their other trusted professionals to design and implement effective strategies for their family’s future, while guiding the second and third-generation wealth receivers as they navigate the new opportunities provided by the family’s wealth. As a Family Wealth Legacy Coach & Guide, Lori enjoys working with clients who believe “it’s always a good day to invest in their family.”
Lori speaks and consults on topics including Multi-generational Legacy Planning, Heritage Design, and Developing Leadership in the Family. She creates collaborative partnerships with other trusted professionals, firms, and organizations where she is brought in as the expert to work with their client/donor families interested in successful multi-generational wealth transfer. Lori is the author of several white papers on the topic of successful multi-generational planning and the co-author of the book, unPrepared: Heirs at Risk – 14 Elements of Successful Wealth Transfer.
Lori is on a mission to help change the world one family at a time by focusing on her overarching purpose in life to achieve great things together!
Education & Recognition
· Bowen Systems Theory – Bowen Center
· Pinnacle Award – The Heritage Institute
· Heritage Design Professional™ with an emphasis on Facilitating Effective Communication & Family Dynamics
· CFP® certification - College for Financial Planning, CO
· Bachelor of Science – Psychology with minors in Business & Math - Carroll University
Volunteer Activities
· Toastmasters (DTM)
· Past-President of the Fox Valley Estate Planning Council
· Women’s Fund for the Fox Valley Region
· Past-President of FPA of NE Wisconsin
In her free time, Lori enjoys playing sports, reading, watching her favorite NFL team – the Green Bay Packers, driving and riding Harley Davidson motorcycles with her husband, Roland, and going on family vacations with their daughter, Miranda, and “bonus son,” Logan.
Get in touch with Lori for more information.
