FAMILY CATHEDRAL
Cathedral Family Building Lasting Legacies
EXECUTIVE SUMMARY AND BUDGET
PROJECT OVERVIEW:
Cathedral Family is a comprehensive initiative designed to preserve, celebrate and pass on family legacies for generations to come. Drawing inspiration from the enduring architecture of some of the most famous, historical and beautiful cathedrals around the world, this project uses modern media, creative publishing and proven practices with a conversational approach to transforming families one generation at a time.
By blending cutting-edge video production, professional publishing, scalable programming, family experiences and executive direction, the project offers a unique opportunity to transform multigenerational families like never before imagined Families will foster deeper intergenerational connections, bring their families together, ensure healthy wealth transfer, engage family succession plans and foster greater strategic family philanthropy
KEY OFFERINGS:
1. Cathedral Family Guided Tours
These 7–10 day international, guided tours provide individuals, couples, and multigenerational families with an experience of a lifetime built around visiting some of the most beautiful and iconic cathedrals in the world
The tours are uniquely designed to help families discover the timeless lessons found in these centuries-old cathedrals and understand what it takes to build their own multigenerational family that will endure for generations to come.
For those who may never get to Europe on their own or with their multi-generational family, they will enjoy the Cathedral Family Teaching series which will bring the cathedrals to the families via our video teaching curriculum.
2. Breakthrough Video Production & Publishing
This includes multi-session video teaching series, daily inspirations, case studies, testimonies and self-guided training series
Custom small group series and professionally designed, full-color magazine style workbooks, trade books and resources for families to study on their own or together Fully custom editions and branding can be created for families both on the tours and and back in the comforts of their own home
3. Webinars, Workshops, and Retreats
These 24-Hour and weekend events are designed to deepen engagement with families, offering opportunities for reflection and connection
Multi-generational retreats provide a safe space for families to create and align their Cathedral Family Plan.
Facilitated both live with certified Cathedral Family Faculty and online webinars
4. Cathedral Family University
A certification program to train multigenerational families AND for the strategic network of those who serve them. This includes family offices, RIA’s, Foundations, non profit organizations, churches, and anyone in the legacy-building spaces.
Courses, Curriculum and Classes focus on guiding families of wealth through an intentional planning process to help them build lasting family legacies Produced in a home setting” by families for families”
We also have a half dozen first ever courses taught by best in class specialty advisors and providers to families of wealth Produced in a town hall conversational setting “by advisors for advisors”
Projected certification programs include series for wealth advisors, lawyers, accountants, estate planners, philanthropy advisors, and family wealth investors.
5. Cathedral Family Experience:
A multi-day on-site or in home gathering where families engage in guided conversations and storytelling, recorded in various formats.
Content includes interviews, generational discussions, and reflective sessions, creating a secured digital "family library" for future generations.
Aimed at capturing the timeless essence of each family's values, vision, story, passion, wisdom, purpose and generational journey
6 Technology Platform and Partner
Cathedral Family Tours and Family Experiences will create a beautiful library of the most sacred and valuable family multimedia assets
All content, whether custom or course driven, will be fully available in a masterclass format accessible to anyone, anytime and watched anywhere other can
The technology platform fully integrates these timeless family assets into an innovative, creative, and technically secured digital library, uniquely designed to be eternally accessible for generations to come
Families will literally be able to view 1000’s of other stories, case studies, tours, experiences etc that have been made public (not just privately secured) by other families. Example of families serving other families.
The features and benefits far exceed any other technology platform serving both families and family advisors.
STRATEGIC IMPACT:
1 Effective Succession Planning: Integrating best practices that engage entire families in more intentional, relational, and strategic succession planning that helps to foster a healthy transfer of family wealth
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Increased Family Unity: Foster increased family unity, communication, and clarity across multiple generations, helping to transform some of the most influential and affluent families in the world
2 Customized Family Plans: Help families of wealth create a fully customized “Cathedral Family Plan” that serves their multigenerational family and other families like them for generations to come 3 Exponential Philanthropy and Generosity: Multiply family philanthropy across generations, increasing philanthropic generosity to solve some of the world’s greatest problems
Engaging Families in Legacy Building: By leveraging modern technology, Cathedral Family Productions aims to bridge generational gaps, fostering deeper connections between family members.
Community and Network Expansion: Through partnerships with churches, family offices, and wealth advisor networks, this project has the potential to reach families globally, extending the impact of the "Cathedral Family" vision around the world.
Preserving Family Heritage: The project's focus on capturing and preserving stories ensures that family values, wisdom, and vision are documented for future generations, creating a lasting legacy
RETURN ON INVESTMENT:
Multiple Streams of Income:
There are over 12 major streams of income with another dozen variable revenue streams to be explored over the next few years.
New Family Office Clients
The program will attract a growing number of high capacity families looking for the products, programs and services of a family office.
Impact to Income
Providing a tangible impact in preserving family legacies, fostering deeper connections, bringing families together and aligning family values with their philanthropic goals will exponentially multiply their assets under management
Inspiring Investments and Foundations
Cathedral Family will inspire a growing wave of kingdom-minded investments, increased generosity and multiply strategic charitable foundations that will make a noticeable impact around the world
Revenue Potential
The white-label platform and custom production services offer scalable revenue opportunities, with projected partnerships with high-net-worth families and organizations.
Cathedral Family Tour Business Hosting
While we’re not sure we want to be in the European tour business visiting cathedrals within individuals, couples, and multi-generational families, it may be a significant source of revenue and a consequent pathway to a more expanded family relationship
FUNDING REQUEST:
At this time, we are seeking seed funding to support the more comprehensive rollout of the Cathedral Family initiative Typically at this stage, we require a 30 to 50% deposit to engage in a partnership In the case of this unique project––with a projected budget of $5 million––only 10% seed funding ($500k) will be necessary in the short term
We feel very confident in our ability to secure the next wave of funding over the next 3 to 6 months The seed funds will be a powerful influence in securing additional funds––some even projected before the end of the year. These funds will simply serve as an advance against those funds that will be raised at a later time.
The following table provides a simple outline of the major categories needed for this initial deposit, and for us to begin working together. In addition, funding will allow us to host our first scouting trip in preparation for our initial family trip near the beginning of 2025. Over the next six months, we will provide much greater detail and definition for the initiatives and budget outlined in the larger, 60 page Cathedral Family Proposal
CATHEDRAL FAMILY SEED FUNDING BUDGET
CATHEDRAL FAMILY SCOUTING EXPEDITION
PARTNERSHIP AGREEMENT
The payment schedule will be determined after your preferences of products, packages and programs are decided The details are described in the previous pages And the payments will be scheduled through a third-party foundation
Amount of Donation: $500,000 (first installment)
Date of Donation: September 26, 2024
Operating Project Name: (Cathedral Family)
Domestic WIRE Instructions (wires being sent from within the U.S.)
Beneficiary ABA: 121000248***
Beneficiary Bank: Wells Fargo Bank, NA San Francisco, California Branch: 410 S. Cascade Avenue
Colorado Springs, Colorado 80903
Beneficiary Name: The New Horizons Foundation Inc Address: 731 Chapel Hills Dr. Colorado Springs, CO 80920
Beneficiary Account No: 2211739111
Special Information for Beneficiary: (Cathedral Family)
ACH Instructions
Bank Name: Wells Fargo Bank, N.A.
Bank Routing Number: 102000076
Recipient Account Name: The New Horizons Foundation, Inc
Recipient Account Number: 2211739111
Account Type: Checking Addendum: (Cathedral Family)
Please sign and scan this document and send to LifeTogether along with your payment You will be invoiced for any remaining balance as noted in the payment schedule.
Brett Eastman, President of LifeTogether
Representative Name and Title
Name and Email address of person(s) to receive invoices
