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Coonen Lori focuses on creating thriving families by guiding clients to imagine and describe the legacy they want to live now and the legacy they wish to leave. To achieve the desired outcomes of the family, she helps prepare the family and the next generations through intergenerational mentoring and coaching. https://images.squarespace-cdn.com/content/v1/6082f5dd630731731f948229/1619476620676-JJJHM0S3512IXOTLN0WY/UNPREPARED+Heirs+At+Risk Home - Are you a parent or grandparent wanting to create a positive legacy for your family? 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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. 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