We support advisors so they can help families deepen their understanding of each other to strengthen relationships.
Family Tapestry is your trusted partner for supporting the human side of legacy planning where every person’s wellbeing matters.
“We excel at collaborating with advisors and attorneys who want to ensure their client’s plans are supported by healthy family dynamics but don’t have capacity to provide this service by themselves.”
-Renee Porter-Medley, Managing Director
Many advisors struggle to find the time, or to provide a process that helps their clients explore and enhance the non-financial aspects of their legacy.
Help your clients discover identity, strengthen relationships and shape their living legacy-without adding to you workload.
Your clients want their family to understand one another, remain connected, and carry forward shared values across generations.
You recognize the importance of
- individual identity so each family member feels seen, heard and understood. Their sense of wellbeing increases.
- family dynamics that strengthen relationships within and between generations.
- impactful living legacy conversations.
But providing these services requires time and tools that may fall outside the scope of your financial, legal, or family office services.
The Family Tapestry Team provides you with efficient and effective support and a proven process.
Let’s Talk
Schedule an introductory conversation to learn more. Email Renee@myfamilytapesty.com or
“Consider Family Tapestry your “support team” for discovering and developing the non-financial aspect of your clients legacy, their qualitative capital.”
We Free up your time by providing an Efficient and effective process
We are your trusted partner for creating a clear composite of the non-financial aspects of your client’s living legacy.
We guide your client and their family through our Discovery Experience that provides a clear path for deeper understanding of individual identity and stronger relationships. It also provides a firm foundation for discovering and developing the non-financial aspects of their living legacy.
Human Capital– We identify each family member’s individual values, strengths and behavioral styles.
Social Capital– We identity prefered communication styles and learning environment.
Intellectual Capital– We identify individual and shared lifetime learning, as well as their willingness to discuss what they know with others.
Spiritual Capital-We identify shared values and are comfortable asking each person how they would like to integrate their faith, into conversations with their guide and with their family.
Consider us your “support team” for discovering your clients qualitative capital, and providing you and your client with a detailed report you can reference and use as a foundation for other legacy building endeavors.
Results-Driven Services
It is simple and straightforward to begin.
You take the first two steps, identify & introduce your client, and we will take it from there.
step 1
Identify a client
You identify a client who will benefit.
Consider:
- Clients experiencing life transitions that may impact family dynamics such as college graduation, midlife career change, retirement, and elders with increased focus on legacy.
- Clients willing to “invest” in their family’s human wealth discovery and development just as they invest in financial and estate wealth planning.
step 2
Introduce your client
You introduce your client to Family Tapestry.
Schedule an introductory conversation:
- You can schedule and join the introductory conversation, or we will reach out to your client directly with their approval.
- We do not charge you a licensing or subscription fee, or require you to go through training.
- We encourage you to engage personally in our Discovery Experience.
step 3
Individual identity discovered
We guide each family member through our Discovery Experience.
Our 4-step Discovery Experience process includes:
- Reflections Survey of Impactful Life Events
- Two Powerful Assessment Tools
- In Depth Discovery of Insights
- Application Action Plan for Personal Growth
- We keep you informed throughout the process, and provide a detailed, composite report at the end.
- We invite you to go through your own individual Discovery Experience so you will better understand the insights.
step 4
Impactful Insights discussed
We prepare the family for an impactful family conversation to help strengthen relationships.
We organize and facilitate an affirming family conversation on topics the entire family supports:
- Your participation in the family conversation informs your ongoing advisory relationship with your client and their family.
Let’s Talk
Schedule a complimentary conversation to learn more about how we support advisors discovery and development of the non-financial aspects of their client’s legacy.
Help Avoid Legacy Failure. Contribute to Legacy Success.
Individual identity and family dynamics impact legacy. Our role is to support the advisor and their client as they develop the human aspects of their living legacy.
What happens when families fail to develop their human wealth ?
- Families misunderstand each other’s motivations and expectations.
- Tension complicates relationship building and decision making.
- Financial and estate planning alone is unlikely to keep the family connected.
What happens when families invest in their human wealth?
Addressing the relational side of legacy helps families navigate with greater clarity and trust.
- Conversations go deeper and become more productive
- Generational transitions become smoother
- Advisors gain impactful insights into family dynamics.
- Clients feel supported by their advisor in both financial and relational aspects of legacy.
Experienced Team with Proven Results
Together, with Family Tapestry’s support, you will help your clients:
- Discover their unique identity.
- Strengthen generational relationships.
- Shape their living legacy.
The People who will be serving you and your client
Meet our team
We are a dedicated, credentialed team committed to helping individuals, families, and their advisors.
Renee Porter-Medley, MPS-OD
Managing Director & Discovery Experience Guide
My model role is “Coordinator/ Orchestrator” one who harmonizes joint action.
Laura Jenning, M. Ed.
Learning Director & Discovery Experience Guide
My model role is “Observer”, I thrive on gathering observations and insights to help people become the best version of themselves.
Will Hughes, M.S.- Clinical Counseling
Resource Director & Discovery Experience Guide
My model role is “Surveyor” one who examines in a graceful, comprehensive way.
Our Family Tapestry origin story is provided below, titled On the Way to Canterbury- A Journey to Discover and Develop Human Capital.
Lets get started. We meet with advisors and their clients virtually and in-person.
Email Renee@myfamilytapestry.com or
Our office address is located at 27499 Riverview Center Drive, Suite 138, Bonita Springs, Florida 34134
Our Team Members live in Southwest Florida, Bethesda, MD, Metro-Detroit and the Philadelphia area.
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