You have built something remarkable. The question now is no longer how much more you can accumulate. It is how to steward what God has entrusted to you. We help families like yours bring faith, family, and finances into one clear plan.

We guide you through the decisions that matter most, so your resources serve your deepest values with confidence and peace.

  • Investments that reflect your convictions.

  • A family united around shared values.

  • Generosity with real impact.

  • A legacy that outlives you.

This is what becomes possible when your wealth is aligned with your purpose.
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You worry about your family more than your portfolio. You want heirs who are prepared, not entitled. You want unity around shared values, not conflict over money. And you have never been handed a clear way to pass on your relationships, your stories, and your faith, not just your assets.

None of this means something is wrong. It means you are ready for a different kind of guide. One who sees the whole picture and helps you bring it into focus.

What you may not have is confidence that all of it points in the same direction.

The Tension Most Successful Families Carry

Wealth without alignment becomes a quiet weight.

You sense it most in the questions that keep you up at night.

Will our children carry our faith? Do our investments reflect what we believe? What happens to all of this when we are gone?

You are not sure everything is aligned. Your capital is deployed somewhere, but you cannot say with confidence that it advances your values rather than working against them. Most advisors keep faith and finance in separate rooms. You want them in the same conversation.

You have advisors.

You have a portfolio.

We work across four connected areas: faith and investing, family relationships, philanthropy and impact, and legacy and succession.

Some families start with one. Most discover the four belong together. As your consultants and guides, we help you clarify your values, see the whole picture, and chart a plan you can move forward with confidence.

What's Included

This is for faith-driven families who have moved from success to significance.

You have built real wealth, often through entrepreneurship, a family business, real estate, or a liquidity event. Now you are asking deeper questions about stewardship, family, and impact.

You want a trusted guide who understands both sophisticated wealth and biblical stewardship, and who can help you see the whole picture clearly.

  • Families with $25M or more who see their wealth as a stewardship assignment, not a personal trophy

  • Founders and business owners thinking in generations, not quarters

  • Parents who want children and grandchildren grounded in authentic faith

  • Givers who want their generosity to be intentional, strategic, and lasting

  • Families considering a foundation or structured giving but unsure how to begin

  • Anyone frustrated by advisors who separate faith from finance

  • Stewards who want one coordinated vision instead of scattered pieces

  • Leaders who want their capital advancing values while it waits to be deployed

Who this is for

Integrated solutions to help your organization steward resources, strengthen your people, advance your mission, and secure a lasting legacy.

Our 4 Quadrants of Services

1. Faith & Investing

Steward capital with wisdom and alignment.

Customized investment strategies and ongoing oversight to grow and preserve your resources.

Investment Management & Portfolio Optimization

Establish clear governance for what, who, how, and why investment decisions are made.

Investment policy statement development

Ensure your investments reflect your values, beliefs, and mission.

Faith Alignment Portfolio Screening

2. Organizational Legacy & Relationships

Build a strong foundation of purpose, people, and governance.

Clarify your organization's purpose, vision, and mission to guide decisions and inspire lasting impact.

Values, Vision, & Mission Development

Optimize governance structures, roles, and accountability to support healthy, effective leadership.

Governance & Leadership Alignment

Strengthen culture, communication, trust, and collaboration across your organization.

Internal Relational Health

3. Philanthropy & Impact

Focus giving. Deepen impact. Multiply change.

Develop an impact plan, align resources with priority areas, and measure results.

Impact / philanthropic consulting

Strategic financial planning to manage spending, grants, investments, and long-term capital needs with confidence.

Financial Planning for Foundations & Non-Profits

4. Legacy & Succession

Plan today. Protect tomorrow. Ensure continuity.

Prepare for leadership transitions and unexpected events with clear plans and confidence.

Succession Planning / Contingency Planning

Protect your mission, preserve your story, and ensure continuity for generations to come.

Organizational Legacy & Continuity Planning

Working across all four quadrants, we partner with organizations to align resources, strengthen leadership, and create enduring impact.

Integrated. Purpose-Driven. Impact-Focused.

Book a Discovery Call to talk through where you are today.

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Steve & Donna Severn

"This workshop's timing and information were perfect. It was well designed, with an easy to follow workbook and a very engaged, informative leader in Kyle Bochat."

Building a family legacy had not been top of mind, to be honest. But with this being the year to update our family will into a trust, this workshop's timing and information were perfect. It was well designed, with an easy to follow workbook and a very engaged, informative leader in Kyle Bochat. This made the experience uplifting and valuable for both me and my wife. The tools and training are now in place to openly communicate our vision and mission with our adult children and their kids moving forward. We highly recommend working with Kyle Bochat to build success for future generations.

Bryan & Bethany Scott

"We walked away encouraged, equipped, and motivated."

We are so grateful for the time we spent with Kyle Bochat. The experience was meaningful and eye-opening, and it gave us clarity around the work we still need to do to intentionally prepare our family for the future, especially in leaving a legacy rooted in a strong faith in God. Kyle was exceptionally organized, prepared, and thoughtful. What stood out most was how well he listened. He helped us articulate our values, vision, and mission as a family, and challenged us in the best way to live them out daily. We walked away encouraged, equipped, and motivated.

Scott Ritzheimer

"It was simple, fun, and inviting. Even more, it was clarifying, inspiring, and thought-provoking."

Hilde Marie and I have read a number of family books and attended workshops, but none of those moved us as far downfield as a family in less than 24 hours than Kyle's Rich Family workshop. It was simple, fun, and inviting. Even more, it was clarifying, inspiring, and thought-provoking. I still wake up with questions on my mind and dreams in my heart that started in that room. I'm so glad we took the time to do it now, while our kids are still home and we can train them into God's vision for our family.

Families We Have Walked Alongside

Four Areas. One Aligned Vision.

Are your resources aligned with your values? We help you understand what you own, see where your capital and your convictions may have drifted apart, and think clearly about deploying it with intention. You gain confidence that your investments can reflect what you believe.

Faith & Investing

01 /

Will your family stay united and faithful? This is often the heaviest concern families carry. We help you build healthy communication across generations, prepare heirs for responsibility, and unite your family around shared values, so wealth becomes a blessing rather than a burden.

Family Relationships

02 /

How do you maximize Kingdom impact? Giving is deeply spiritual for your family. We help you build a strategic giving framework, involve your family in generosity, and think through the change you want to create. If a foundation or structured giving vehicle is the right next step, we help you think it through.

Philanthropy & Impact

03 /

What happens when you are gone? We help you pass on values alongside wealth, build family governance, and prepare future generations to steward well. Your relationships, stories, and faith get carried forward on purpose, not by accident.

Legacy & Succession

04 /

Two Simple Ways to Begin

Book a Consult

Discovery Consult

A deeper working session focused on your specific situation. We map your four areas, surface what needs attention first, and give you a clear sense of the path forward. This is where the vision starts to take shape.

Book a Discovery Consult

Book a Call

Q&A Discovery Call

A relaxed conversation to understand where you are and where you want to go. We listen, you ask questions, and together we see whether this is the right fit. No pressure and no preparation needed.

Book a Discovery Call

Guides who understand both sophisticated wealth and faithful stewardship.

 Who You Work With

Book a Discovery Call to meet the team

Brock Boleman guides families at Rich Legacy, bringing a rare blend of global leadership and finance training to faith-driven families.

He spent nearly a decade leading international mission and development work, serving as Executive Director and Chief Operating Officer across Indonesia, East Africa, and the Caribbean.

He holds an MBA in Finance and Alternative Investments from Emory's Goizueta Business School. For Brock, aligning wealth with purpose is not a career change. It is the continuation of a calling. He lives in Gainesville with his wife, Addy, and their two sons.

Kyle Bochat founded Rich Legacy to help faith-driven families steward their resources with clarity, peace, and eternal purpose.

After more than a decade in wealth management, he rebuilt his work from the ground up to align fully with biblical stewardship and Kingdom impact

 He is trained in faith-aligned investing through Eventide's Center for Faith and Investing and in multi-generational legacy planning, and he teaches families to steward their resources biblically. He lives in Northeast Georgia with his wife, Erin, and their family.

A few questions families often ask before we begin.

We are consultants and guides. We help you clarify your values, understand your options, and chart a clear plan. You make the decisions, and we help you make them with confidence.

What does your role look like, exactly?

The Discovery Call is designed to answer exactly that. It costs you nothing but time, and you will leave with more clarity whether or not we work together.

How do we know if we are a good fit?

Most advisors focus on the portfolio. We help you see the whole picture. Faith, family, giving, and legacy belong in the same conversation, and we guide you across all of it.

How is this different from our current advisor?

Not at all. Many families we serve are exploring structured giving for the first time. We help you think it through and decide whether a foundation or giving vehicle is right for you.

We do not have a foundation yet. Is that a problem?

This is a common concern, and a fair one. We help you think about alignment and excellence together, so you can pursue a portfolio that reflects your convictions and still serves your goals.

Will faith-based investing hurt our returns?

No. We come alongside you as guides. Many families keep their existing relationships and bring us in to help them see the whole picture and make aligned decisions.

Do we have to change advisors to work with you?

Get In Touch

You do not have to carry this alone. Let's take the first step together.

Ready to go deeper? Map your vision and see the path forward.

Book a discovery Consult

Start with a simple conversation about where you are and what matters most.

Book a discovery Call