10 years ago, I prayed and asked God to make me wealthy. At the time, I thought that wealth meant comfort and not having to worry about one’s daily provision. I did not realize that I had a one sided perspective on wealth i.e. that it had to cater for my needs. I later came to understand that wealth caters for others.

In 2015, my maternal grandfather died at the age of 87. Little did I know that I would be unexpectedly thrust into the role of being my grandmother’s trusted advisor when it came to all matters related to stewarding her husband’s wealth.

At the time of his death, my grandfather left an elaborate written will. What really fascinated and stood out for me was the fact that his ultimate desire was to ensure that through his estate, his wife was well provided for and lacked nothing.

My grandfather did not have access to a lot of information about legacy planning but in his own simple way he understood the concept of staying wealthy which meant living for a legacy. Through his actions and decisions he chose to empower and impact others.

My grandmother (who is currently 90 years old) borrowed a leaf from her husband and decided to live for legacy as well. She enlisted me as her advisor so that she could leverage my legal and accounting knowledge and skills to enable her take all the necessary practical and legal steps to (I) successfully steward the assets that comprised her husband’s estate (II) take all the necessary practical and legal steps to elaborately plan for her own estate, thus charting the course for the two generations she has been blessed to see and beyond to enjoy generational wealth that her and her husband built over the years.

In December 2021, I taught a well attended webinar to introduce the topic of stewarding one's legacy. I received a lot of feedback from the participants who wanted to learn more and this birthed the first module of the school.

As you go through the courses offered by the school, you will be equipped with relevant information and tools to help you plan for and steward your assets so that you can build long lasting generational wealth.

Pam Orata