Multigenerational Travel: Building Your Family’s Legacy Through Shared Adventure

It’s also about shared values, family cohesion, and preparing the next generation for stewardship. Thoughtfully planned multigenerational travel can serve as a powerful extension of your legacy planning strategy, creating defining experiences that reinforce the principles your wealth is designed to support.

In this Lifestyle Services webinar, Focus Partners Wealth Advisor Frank McLaughlin, CFP®, CSRIC™, and Mimi Lichtenstein, Travel Advisor and Owner of Truvay Travel, will share a proven framework for creating meaningful travel experiences. With deep expertise in curating complex, high-touch family journeys, Mimi will walk through practical planning strategies, common obstacles, and how families are using intentional travel to transfer values alongside wealth. We’ll also discuss how these experiences can integrate with your broader financial plan.

What You’ll Learn:

• The most common barriers to multigenerational family travel—and how to overcome scheduling, expectation, and budget challenges
• A practical framework for turning “someday” into a structured, executable travel plan
• Age-stage travel strategies, from young children to adults, that strengthen family bonds
• How legacy travel, heritage trips, and cultural immersion can reinforce family mission statements and governance conversations
• Why many families are prioritizing shared experiences as part of holistic wealth transfer planning
• How to coordinate multigenerational travel planning with your estate, trust, and long-term financial strategy

This webinar is designed for high-net-worth individuals and families seeking meaningful multigenerational connection, including those focused on values-based wealth transfer and next-generation stewardship, families wanting intentional time together before major life transitions, and those planning a large-scale family trip who want clarity on budgeting, governance, and strategic alignment.

If you’re thinking about planning a multigenerational family trip, this session will help you approach it not just as a vacation but as a living expression of your family’s legacy.