Live Your Legacy Now

What Live Your Legacy Now does

Live Your Legacy Now is a private professional services practice operated through its legal entity Global Giving Advisors, LLC, a New York limited liability company founded in 2007 by Liz Stern, a former investment banker with an MBA from UCLA Anderson. The firm delivers legacy coaching, philanthropic advisory, the Ultimate Legacy Planning Seminar, and keynote speaking, targeting high-net-worth individuals and families, family and corporate foundations, corporations, and non-profit organizations. The core methodology is a "start at the end" reverse-engineering framework, codified in a proprietary "5 Legacy Pathways" tool that is used as the firm's lead magnet.

The business model is a relationship-based, founder-led professional services practice. Revenue is generated from private one-on-one coaching engagements, group seminars, keynote speaking fees, and advisory retainers for philanthropic strategy and grant-making structure work. Distribution is direct — through the firm website, a freemium newsletter, organic social media, media partnerships (including E Magazine), and referral pipelines built via Liz Stern's advisory board and leadership roles at the Arnhold Institute for Global Health, Wealth & Giving Forum, Kageno Worldwide, Auschwitz Institute, Flawless Foundation, and others. Pricing is not publicly disclosed; the only monetizable artifact referenced is the $500-valued "5 Legacy Pathways" free gift used to build a newsletter list.

Operationally the firm is small (1-10 employees) and reports a 17-year track record of facilitating over $95 million in client contributions to humanitarian and education causes. It maintains a small set of named client references (e.g., a private investment/finance client, a former Accion VP of Individual Giving, an unnamed family foundation, an unnamed non-profit) and a global brand posture tied to Liz Stern's travel to 90+ countries, though it is not clear how much of that activity translates into billable client work outside the United States.

Name

Live Your Legacy Now

Legal name

Global Giving Advisors, LLC

Website

https://lizstern.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Legacy and Philanthropic Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Estate & Legacy Planning Advisory (FSAEAAAG)

Keywords

• Legacy planning services
• Philanthropic advisory
• Executive coaching
• Wealth giving strategy
• Purpose coaching

Headquarters

HQ city

New City

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Others

Revenue model

1. Legacy Coaching Services: Private coaching sessions for individuals to develop their Legacy Plan, clarify values, vision and mission for their life, and create a roadmap for achieving their legacy goals.
2. Ultimate Legacy Planning Seminar: Interactive seminar designed for individuals seeking to clarify their values and develop their legacy at personal, professional or corporate level. Includes tools to transform personal and professional lives.
3. Philanthropic Advisory Services: Through Global Giving Advisors, LLC, provides strategic philanthropy planning for individuals, families, foundations and corporations to fulfill their vision for making a positive impact.
4. Keynote Speaking: Speaking engagements where Liz Stern inspires audiences to reflect on and consider their Legacy, helping them envision what their Legacy could be.

Pricing tiers

Go-to-market motion1 record

Distribution channels5 records

Marketing channels6 records

Core offering

Live Your Legacy Now provides personal legacy coaching, the Ultimate Legacy Planning Seminar, and strategic philanthropic advisory services through its operating entity Global Giving Advisors, LLC. Led by founder Liz Stern, the practice helps individuals, families, foundations, corporations, and non-profits clarify values, develop a Legacy Plan, and design strategic giving portfolios. The firm also delivers keynote speaking engagements tied to its legacy development methodology.

Product overview

Live Your Legacy Now is a personal coaching and consulting practice led by Liz Stern, offering legacy development and philanthropy advisory services. The core offerings consist of individual Legacy Coaching, the Ultimate Legacy Planning Seminar (both under the Global Legacy Expert & Coach service), and Philanthropic Advisory Services through the Global Giving Advisors sub-brand. Additional offerings include video content/webinars and a free lead magnet called '5 Legacy Pathways.' The company does not offer a software platform but rather human-delivered coaching, seminars, and advisory services focused on helping clients define their legacy and develop strategic philanthropy plans.

Differentiator

Problem solved

Functional benefit

Products and services

• Legacy Coaching (Individuals) One-on-one private coaching enabling individuals to develop clarity on their values, vision, and life mission and to produce a comprehensive Legacy Plan aligned with personal goals and actions.
• Ultimate Legacy Planning Seminar Interactive seminar that helps individuals, professionals, and corporate groups clarify their values and develop their legacy at a personal, professional, or corporate level, using the 5 Legacy Pathways framework.
• Philanthropic Advisory Services Strategic philanthropy consulting for individuals, families, foundations, and corporations, including goal identification, grant-making structure, giving options analysis, and coordination with legal and financial advisors.
• Keynote Speaking Speaking engagements at conferences and corporate events in which Liz Stern inspires audiences to reflect on their legacy and envision what their legacy could be.

Quantifiable outcome

• Over $95 million in contributions facilitated for clients to address economic, social and humanitarian challenges
• +2 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Nine partnerships are on record, tiered core and minor.

• Arnhold Institute for Global HealthcoreStrategic or Co-development PartnerLiz Stern serves as Advisory Board Chair of the Arnhold Institute for Global Health at Mount Sinai. The institute is committed to broadening understanding of Global Health, educating the next generation of medical professionals about critical issues in global health while seeking new solutions for systemic change. Liz furthers her perspective that access to healthcare is critical to creating opportunities for development in the poorest populations.
• Wealth & Giving ForumcoreStrategic or Co-development PartnerLiz Stern serves as Senior Advisor of the Wealth & Giving Forum (W&GF), founded in 2003 to promote greater generosity among individuals and families of significant means with respect to their philanthropy and socially responsible investing. The Forum offers peer-to-peer exchanges of ideas on aligning wealth allocation with one's values.
• Kageno WorldwidecoreStrategic or Co-development PartnerLiz Stern serves as Vice President of Kageno Worldwide. Kageno's mission is to transform impoverished communities into 'places of hope and opportunity.' Liz has been involved in humanitarian missions including the Haiti Crocs Project that delivered 10,000 pairs of shoes to people in need.
• Auschwitz Institute for Peace and ReconciliationminorStrategic or Co-development PartnerLiz Stern serves on the Advisory Board of the Auschwitz Institute for Peace and Reconciliation (AIPR), which is devoted to genocide and mass atrocity prevention. AIPR provides technical assistance and training to governments to prevent genocides.
• The Flawless FoundationminorStrategic or Co-development PartnerLiz Stern serves as Advisory Board member of The Flawless Foundation, which envisions a world where everyone feels Flawless. The foundation is revolutionizing the way the world perceives, prevents, and treats brain-based behavioral challenges.
• AccionminorStrategic or Co-development PartnerLiz Stern is a supporter of Accion, a global nonprofit dedicated to building a financially inclusive world with economic opportunity for all, through microfinance, impact investing and financial literacy initiatives. A client provided Accion's largest individual gift ever in 2015 in line with his legacy.
• Partners in HealthminorStrategic or Co-development PartnerLiz Stern is a supporter of Partners in Health (PIH), whose community-based health care and development model has proven successful in delivering effective care to the poorest areas of developing countries. Liz arranged delivery of Crocs shoes to rural Haiti with PIH and Kageno in 2008.
• Refugees InternationalminorStrategic or Co-development PartnerLiz Stern is involved with Refugees International, which celebrates the tireless efforts of refugee leaders, civil society activists who dedicate themselves to humanitarian causes, and passionate defenders of refugees.
• E The Magazine for Today's Female ExecutiveminorGTM or Marketing PartnerLiz Stern partnered with E The Magazine for Today's Female Executive as a contributing writer. She shares insights and educates other female executives on the journey towards legacy through articles published in the magazine.

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• BNY Mellon Wealth Management: BNY Mellon Wealth Management provides estate, legacy, and philanthropic planning services to ultra-HNW clients as part of a broader wealth management platform. It is comparable as a large incumbent that can bundle legacy/philanthropic advisory into full wealth services, posing substitution risk to Live Your Legacy Now.
• FSG: FSG is a global social impact consulting firm that advises foundations, corporations, and nonprofits on strategy and evaluation. While broader in scope than Live Your Legacy Now, FSG serves the same foundation and corporate legacy/social impact client segments and competes for philanthropic strategy mandates.
• The Bridgespan Group: Bridgespan is a leading nonprofit and philanthropic advisory firm that advises donors, foundations, and nonprofits on strategy and giving. It is a broader incumbent in the philanthropic advisory space, competing for foundation and ultra-HNW advisory engagements.

Emerging players

• BetterUp: BetterUp is a digital coaching and mental health platform serving individuals and corporate clients. It is comparable in the coaching/multi-stakeholder development category but competes from a tech-enabled, scaled platform angle rather than founder-led HNW advisory.
• Purposeful Planning Institute: Purposeful Planning Institute is a community of advisors focused on values-based, holistic financial, estate, and legacy planning for HNW families. It is comparable as a peer ecosystem and overlapping methodology, although it functions more as a professional community than a direct service provider.

Direct peers

• Arabella Advisors: Arabella Advisors is a philanthropic and impact advisory firm that helps individuals, families, foundations, and corporations design and execute strategic giving. It is the most direct scaled peer to Global Giving Advisors' philanthropic advisory offering, though materially larger in headcount and operating budget.
• Kaspick & Company: Kaspick & Company is a national philanthropy and estate planning advisory firm that helps individuals and families structure charitable giving as part of broader legacy and financial plans. It is a direct peer in the legacy + philanthropic planning niche that Live Your Legacy Now serves.
• Geneva Global: Geneva Global provides philanthropic advisory and philanthropic consulting to donors and foundations seeking measurable social impact. It overlaps with Live Your Legacy Now on donor advisory, values-aligned giving strategy, and global program design.
• National Philanthropic Trust: NPT is one of the largest independent donor-advised fund sponsors and philanthropic services providers in the U.S., offering giving strategy, research, and legacy planning support to HNW individuals and families — directly overlapping with Live Your Legacy Now's philanthropic advisory value proposition.
• Rockefeller Philanthropy Advisors: Rockefeller Philanthropy Advisors provides bespoke philanthropic advisory, due diligence, and grantmaking services to HNW donors, families, and foundations. It is a direct peer in the philanthropic advisory category serving the same client segments with overlapping methodologies.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Live Your Legacy Now