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wealth planning

Stay Invested in Your Legacy

Carra Cote-Ackah, head of Philanthropy Engagement and Legacy Planning for the Goldman Sachs Family Office, shares strategies for setting and meeting long-term goals.

A hiker wearing a backpack stands on the edge of a rocky cliff, gazing into the distance. The background features rugged mountains and a clear sky.

Volatility, in markets or in daily life, can make even the most grounded people turn to reactive behaviors that run counter to their larger goals. Reflecting on and revisiting your goals or, if needed, taking time to explore and establish them in the first place, helps you stay invested in your long-term legacy no matter what the swirl is around you.

Carra Cote-Ackah, head of Philanthropy Engagement and Legacy Planning for the Goldman Sachs Family Office, shared suggestions for how to clarify your intent and increase your self-awareness around how you relate to and use your wealth. “I encourage people to over-invest in self and family reflection,” she said. “Reflect on your relationship with money, wealth, and the influences that shape your behavior and emotional well-being.”

Three Perspectives to Reflect On

Past
Consider what major economic events, cultural factors, and family have impacted your relationship with wealth over time. Ask yourself: How do these influence me today? Are they still valid?
Present
Identify your approach to wealth today. Ask yourself: What are the emotions I attribute to my wealth? What are my priorities, and what do I spend on those priorities? What brings me joy? What makes me feel vulnerable?
Future
Explore what you want your legacy to be. Ask yourself: What part of my current approach to wealth do I wish to leave behind? What part of that approach do I want as a piece of my legacy going forward?

“A powerful combination to wealth planning involves working with your advisor to structure and transition assets,” Carra said, “and also, understanding the values and guiding principles shaping your decisions.”

Sharing these with your family, without judgment and over time in family meetings, can help you build deeper trust and connections. Trust, collaboration, and communication are hallmarks of multi-generational family success. Learn more about finding the purpose of your wealth.

“

I encourage people to over-invest in self and family reflection.”

Carra Cote-Ackah

Head of Philanthropy Engagement and Legacy Planning, Goldman Sachs Family Office

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This material is intended for educational purposes only and is provided solely on the basis that it will not constitute investment advice and will not form a primary basis for any personal or plan’s investment decisions. While it is based on information believed to be reliable, no warranty is given as to its accuracy or completeness and it should not be relied upon as such. Goldman Sachs is not a fiduciary with respect to any person or plan by reason of providing the material herein, information and opinions expressed by individuals other than Goldman Sachs employees do not necessarily reflect the view of Goldman Sachs. This material may not, without Goldman Sachs’ prior written consent, be (i) copied, photocopied or duplicated in any form, by any means, or (ii) distributed to any person that is not an employee, officer, director, or authorized agent of the recipient. This material is not an offer or solicitation with respect to the purchase or sale of any security in any jurisdiction. Investing involves risk, including the potential loss of money invested. Past performance does not guarantee future results. Neither asset diversification or investment in a continuous or periodic investment plan guarantees a profit or protects against a loss. Information and opinions provided herein are as of the date of this material only and are subject to change without notice.

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