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BUILD Your Legacy
Dynasty Club Legacy Profile
Foundations Version – Basic Tier
Section 1: Your Why
What brings you to Dynasty Club? (Select all that apply)
Build generational wealth / Investment Opportunities
Feel less alone in decision-making
Gain access to trusted advisors
Align my life and finances with my values
Clarify my next move
Other:
In your own words, how do you define legacy?
Section 2: Financial Snapshot
What stage are you currently in?
Just starting to build wealth
Growing, but feeling stretched or unclear
Protecting and scaling what I’ve built
Managing generational assets
Other:
Where would you like more support right now? (Pick top 3)
Investing
Tax strategy
Estate planning
Real estate
Business structure
Budgeting & debt
Other:
Section 3: Family + Future
Who are you building wealth for? (Select all that apply)
Myself
My partner or spouse
My children
Future generations
Community or cause
Do you have a plan in place to pass on wealth and values?
Yes
In progress
No
Not sure
Final Question
What’s one thing you hope Dynasty helps you unlock this year?
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