Personal Growth Journey
At Heirloom Coaching, we believe in the power of personal growth and familial connection. Our tailored coaching programs help you identify your personal, professional, and familial goals and navigate your path to success and legacy.
About Heirloom Coaching
My Qualifications
My Qualifications
My Qualifications
Heirloom is led by Katie Charleston, an attorney & certified coach with deep experience helping founders and multi-generational families align values, decisions, and roles. We bring professional rigor and warm facilitation—then coordinate with your licensed attorney/CPA/financial advisor using our Advisors Checklist. (Coaching only; no legal or tax advice.)
My Approach
My Qualifications
My Qualifications
We make legacy practical. In one focused VIP Day we guide your family through Discover → Draft → Decide → Do: clarify values, write a first Family Constitution, map the next 10 years, and leave with a 90-day plan you’ll actually use. Sessions are family-inclusive, faith-respectful, and designed for quick wins and lasting rhythms. Don't
We make legacy practical. In one focused VIP Day we guide your family through Discover → Draft → Decide → Do: clarify values, write a first Family Constitution, map the next 10 years, and leave with a 90-day plan you’ll actually use. Sessions are family-inclusive, faith-respectful, and designed for quick wins and lasting rhythms. Don't have 8 hours? We also work privately on a weekly, monthly, and quarterly basis.
My Specialties
My Qualifications
My Specialties
We specialize in family governance—the day-to-day rules and rhythms that make plans work. From money talks and screen policies to business roles, giving, and traditions, we help families create a simple Constitution, run a monthly Council, and build habits everyone understands and values that endure.
How to Work With Heirloom
Private Coaching
Start your personal growth journey.
Private Coaching
Work with us on a weekly, monthly, or quarterly basis.*
Workshops
Join others in a group session to learn how you can build a business, family, and legacy that thrives.
Workshops
We offer a variety of workshops throughout the year. Contact us or subscribe to learn more.
*A fit call is required before signing up for private coaching.