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Advisor Memberships

Empowering you to better serve the multigenerational planning needs of your client-families

Discover which membership level is the right fit for you:

1
Individual Memberships
8
Enterprise Memberships

membership features

Resource Hub

Gain access to our ever-growing abundance of videos, podcasts, articles, tools, and more.

Community Events

Exclusive invitations to community events to learn from your peers and connect around relevant topics

Monthly Best Practices

Receive monthly best practices from our Legacy Capitals team of industry experts.

Advisor Seminars

Exclusive invitation to our quarterly seminars featuring industry leading topics.

Individual Membership Plans

Basic
Pro
Pro Plus

Basic

Always
Free!

Sign Up Now
Sample of articles, blogs, templates, etc. to equip you as a Whole Family Advisor and to add value to your client-families and prospects by sharing our relevant content with them.
Sample of audio/podcast files to equip you as a Whole Family Advisor and to add value to your client-families and prospects by sharing our relevant content with them.
Sample of video to equip you as a Whole Family Advisor and to add value to your client-families and prospects by sharing our relevant content with them.

Pro

Monthly

$1,188

$199 / month

Sign Up Now

Annual

$2,388

$2,189 / year

Sign Up Now
Expanded sample of articles, blogs, templates, etc. to equip you as a Whole Family Advisor and to add value to your client-families and prospects by sharing our relevant content with them.
Expanded sample of audio/podcast files to equip you as a Whole Family Advisor and to add value to your client-families and prospects by sharing our relevant content with them.
Expanded sample of videos to equip you as a Whole Family Advisor and to add value to your client-families and prospects by sharing our relevant content with them.

Exclusive invitations to community events to learn from your peers and connect around relevant topics.

Receive a monthly best practices email providing ideas related to professional development and, client retention and acquisition.

Participate in our quarterly one-hour advisor seminars to continue your professional development as a Whole Family Advisor and learn from from other Advisors.

For Advisors who have completed our Whole Family Advisor®️ Training Program: 100% discount on our WFAA Certification. For more details, or to register for certification, click here. 

Additional benefits of WFAA Certification include:

  • Use the designation WFAA in your marketing materials and online social media accounts.
  • Co-brand (add your logo) to the PDF-based tools that you were given via our Family Engagement Tools course.

Receive a 10% discount code toward a purchase of an individual Whole Family Advisor course or the entire bundle of Whole Family Advisor courses. For more details, or to sign up for courses, click here. 

Receive a 10% discount code toward a purchase of a product (e.g., decks of cards) in the Legacy Capitals’ eStore.

Pro +

Monthly

$1,188

$499 / month

Sign Up Now

Annual

$5,988

$5,489 / year

Sign Up Now
Our growing full suite of articles, blogs, templates, etc. to equip you as a Whole Family Advisor and to add value to your client-families and prospects by sharing our relevant content with them.
Our growing full suite of audio/podcast files to equip you as a Whole Family Advisor and to add value to your client-families and prospects by sharing our relevant content with them.
Our growing full suite of videos to equip you as a Whole Family Advisor and to add value to your client-families and prospects by sharing our relevant content with them.

Exclusive invitations to community events to learn from your peers and connect around relevant topics.

Receive a monthly best practices email providing ideas related to professional development and, client retention and acquisition.

Participate in our quarterly advisor seminars to continue your professional development as a Whole Family Advisor and learn from from other Advisors.

Add your logo to our shareable written content (e.g., articles) within the Resource Hub.

Contact a Legacy Capitals professional to discuss a client or prospect opportunity.

For Advisors who have completed our Whole Family Advisor®️ Training Program: 100% discount on our WFAA Certification. For more details, or to register for certification, click here. 

Additional benefits of WFAA Certification include:

  • Use the designation WFAA in your marketing materials and online social media accounts.
  • Co-brand (add your logo) to the PDF-based tools that you were given via our Family Engagement Tools course.

Receive a 20% discount code toward an individual Whole Family Advisor course or the entire bundle of Whole Family Advisor courses. For more details, or to sign up for courses, click here. 

Receive a 20% discount code toward a purchase of a product (e.g., decks of cards) in the Legacy Capitals’ eStore.

Join the Purposeful Planning Institute and get $100 off your first year subscription for new members. Contact us for more information.

Download and read our eBooks.

Enterprise Membership Plans

Pro+ (up to 5 members)
Pro+ (6-15 members)
Other Enterprise Plans

PRO +
up to 5 members

Semi-annual

$1,188

$5,760 / 6 months

Annual

$11,520

$10,560 / year

Contact Us to Sign Up
Our growing full suite of articles, blogs, templates, etc. to equip you as a Whole Family Advisor and to add value to your client-families and prospects by sharing our relevant content with them.
Our growing full suite of audio/podcast files to equip you as a Whole Family Advisor and to add value to your client-families and prospects by sharing our relevant content with them.
Our growing full suite of videos to equip you as a Whole Family Advisor and to add value to your client-families and prospects by sharing our relevant content with them.

Exclusive invitations to community events to learn from your peers and connect around relevant topics.

Receive a monthly best practices email  providing ideas related to professional development and, client retention and acquisition.

Participate in our quarterly advisor seminars to continue your professional development as a Whole Family Advisor and learn from from other Advisors.

Add your logo to our shareable written content (e.g., articles) within the Resource Hub.

Register and complete an individual Whole Family Advisor® course or the entire bundle of Whole Family Advisor® courses.

For Advisors who have completed our Whole Family Advisor®️ Training Program: 100% discount on our WFAA Certification. For more details, or to register for certification, click here. 

Additional benefits of WFAA Certification include:

  • Use the designation WFAA in your marketing materials and online social media accounts.
  • Co-brand (add your logo) to the PDF-based tools that you were given via our Family Engagement Tools course.
Contact a Legacy Capitals professional to discuss a client or prospect opportunity.
Receive a 20% discount code toward a purchase of a product (e.g., decks of cards) in the Legacy Capitals’ eStore.

Join the Purposeful Planning Institute and get $100 off your first year subscription for new members. Contact us for more information.

Download and read our eBooks.

PRO +
6-15 members

Semi-Annual

$1,188

$10,800 / 6 months

Annual

$21,600

$19,800 / year

Contact Us to Sign Up
Our growing full suite of articles, blogs, templates, etc. to equip you as a Whole Family Advisor and to add value to your client-families and prospects by sharing our relevant content with them.
Our growing full suite of audio/podcast files to equip you as a Whole Family Advisor and to add value to your client-families and prospects by sharing our relevant content with them.
Our growing full suite of videos to equip you as a Whole Family Advisor and to add value to your client-families and prospects by sharing our relevant content with them.

Exclusive invitations to community events to learn from your peers and connect around relevant topics.

Receive a monthly best practices email providing ideas related to professional development and, client retention and acquisition.

Participate in our quarterly advisor seminars to continue your professional development as a Whole Family Advisor and learn from from other Advisors.

Add your logo to our shareable written content (e.g., articles) within the Resource Hub.

Register and complete an individual Whole Family Advisor® course or the entire bundle of Whole Family Advisor® courses.

For Advisors who have completed our Whole Family Advisor®️ Training Program: 100% discount on our WFAA Certification. For more details, or to register for certification, click here. 

Additional benefits of WFAA Certification include:

  • Use the designation WFAA in your marketing materials and online social media accounts.
  • Co-brand (add your logo) to the PDF-based tools that you were given via our Family Engagement Tools course.
Contact a Legacy Capitals professional to discuss a client or prospect opportunity.
Receive a 20% discount code toward a purchase of a product (e.g., decks of cards) in the Legacy Capitals’ eStore.

Join the Purposeful Planning Institute and get $100 off your first year subscription for new members. Contact us for more information.

Download and read our eBooks.

Other
Enterprise Plans

Let's customize the
plan that's right for you!

Contact Us to Sign Up
Additional Options: Live Training + Customized Curated Content + Client-Family Enagement Services

PRO +
up to 5 members

Semi-annual

$1,188

$5,760 / 6 months

Annual

$11,520

$10,560 / year

Contact Us to Sign Up
Our growing full suite of articles, blogs, templates, etc. to equip you as a Whole Family Advisor and to add value to your client-families and prospects by sharing our relevant content with them.
Our growing full suite of audio/podcast files to equip you as a Whole Family Advisor and to add value to your client-families and prospects by sharing our relevant content with them.
Our growing full suite of videos to equip you as a Whole Family Advisor and to add value to your client-families and prospects by sharing our relevant content with them.

Exclusive invitations to community events to learn from your peers and connect around relevant topics.

Receive a monthly best practices email  providing ideas related to professional development and, client retention and acquisition.

Participate in our quarterly advisor seminars to continue your professional development as a Whole Family Advisor and learn from from other Advisors.

Add your logo to our shareable written content (e.g., articles) within the Resource Hub.

Register and complete an individual Whole Family Advisor® course or the entire bundle of Whole Family Advisor® courses.

For Advisors who have completed our Whole Family Advisor®️ Training Program: 100% discount on our WFAA Certification. For more details, or to register for certification, click here. 

Additional benefits of WFAA Certification include:

  • Use the designation WFAA in your marketing materials and online social media accounts.
  • Co-brand (add your logo) to the PDF-based tools that you were given via our Family Engagement Tools course.
Contact a Legacy Capitals professional to discuss a client or prospect opportunity.
Receive a 20% discount code toward a purchase of a product (e.g., decks of cards) in the Legacy Capitals’ eStore.

Join the Purposeful Planning Institute and get $100 off your first year subscription for new members. Contact us for more information.

Download and read our eBooks.

PRO +
6-15 members

Semi-Annual

$1,188

$10,800 / 6 months

Annual

$21,600

$19,800 / year

Contact Us to Sign Up
Our growing full suite of articles, blogs, templates, etc. to equip you as a Whole Family Advisor and to add value to your client-families and prospects by sharing our relevant content with them.
Our growing full suite of audio/podcast files to equip you as a Whole Family Advisor and to add value to your client-families and prospects by sharing our relevant content with them.
Our growing full suite of videos to equip you as a Whole Family Advisor and to add value to your client-families and prospects by sharing our relevant content with them.

Exclusive invitations to community events to learn from your peers and connect around relevant topics.

Receive a monthly best practices email providing ideas related to professional development and, client retention and acquisition.

Participate in our quarterly advisor seminars to continue your professional development as a Whole Family Advisor and learn from from other Advisors.

Add your logo to our shareable written content (e.g., articles) within the Resource Hub.

Register and complete an individual Whole Family Advisor® course or the entire bundle of Whole Family Advisor® courses.

For Advisors who have completed our Whole Family Advisor®️ Training Program: 100% discount on our WFAA Certification. For more details, or to register for certification, click here. 

Additional benefits of WFAA Certification include:

  • Use the designation WFAA in your marketing materials and online social media accounts.
  • Co-brand (add your logo) to the PDF-based tools that you were given via our Family Engagement Tools course.
Contact a Legacy Capitals professional to discuss a client or prospect opportunity.
Receive a 20% discount code toward a purchase of a product (e.g., decks of cards) in the Legacy Capitals’ eStore.

Join the Purposeful Planning Institute and get $100 off your first year subscription for new members. Contact us for more information.

Download and read our eBooks.

Other
Enterprises

Let's customize the
plan that's right for you!

Contact Us to Sign Up
Additional Options: Live Training + Customized Curated Content + Client-Family Enagement Services

PRO +
up to 5 members

Semi-annual

$1,188

$5,760 / 6 months

Sign Up Now

Annual

$11,520

$10,560 / year

Sign Up Now
Our growing full suite of articles, blogs, templates, etc. to equip you as a Whole Family Advisor and to add value to your client-families and prospects by sharing our relevant content with them.
Our growing full suite of audio/podcast files to equip you as a Whole Family Advisor and to add value to your client-families and prospects by sharing our relevant content with them.
Our growing full suite of videos to equip you as a Whole Family Advisor and to add value to your client-families and prospects by sharing our relevant content with them.
Participate in one or more Advisor forums addressing topics related to multigenerational family wealth.

Receive a monthly best practices email  providing ideas related to professional development and, client retention and acquisition.

Participate in our quarterly advisor seminars to continue your professional development as a Whole Family Advisor and learn from from other Advisors.

Add your logo to our shareable written content (e.g., articles) within the Resource Hub.

Register and complete an individual Whole Family Advisor® course or the entire bundle of Whole Family Advisor® courses.

For Advisors who have completed our Whole Family Advisor®️ Training Program: 100% discount on our WFAA Certification. For more details, or to register for certification, click here. 

Additional benefits of WFAA Certification include:

  • Use the designation WFAA in your marketing materials and online social media accounts.
  • Co-brand (add your logo) to the PDF-based tools that you were given via our Family Engagement Tools course.
Contact a Legacy Capitals professional to discuss a client or prospect opportunity.
Receive a 20% discount code toward a purchase of a product (e.g., decks of cards) in the Legacy Capitals’ eStore.

Join the Purposeful Planning Institute and get $100 off your first year subscription for new members. Contact us for more information.

Download and read our eBooks.

PRO +
6-15 members

Semi-Annual

$1,188

$10,800 / 6 months

Sign Up Now

Annual

$21,600

$19,800 / year

Sign Up Now
Our growing full suite of articles, blogs, templates, etc. to equip you as a Whole Family Advisor and to add value to your client-families and prospects by sharing our relevant content with them.
Our growing full suite of audio/podcast files to equip you as a Whole Family Advisor and to add value to your client-families and prospects by sharing our relevant content with them.
Our growing full suite of videos to equip you as a Whole Family Advisor and to add value to your client-families and prospects by sharing our relevant content with them.
Participate in one or more Advisor forums addressing topics related to multigenerational family wealth.

Receive a monthly best practices email providing ideas related to professional development and, client retention and acquisition.

Participate in our quarterly advisor seminars to continue your professional development as a Whole Family Advisor and learn from from other Advisors.

Add your logo to our shareable written content (e.g., articles) within the Resource Hub.

Register and complete an individual Whole Family Advisor® course or the entire bundle of Whole Family Advisor® courses.

For Advisors who have completed our Whole Family Advisor®️ Training Program: 100% discount on our WFAA Certification. For more details, or to register for certification, click here. 

Additional benefits of WFAA Certification include:

  • Use the designation WFAA in your marketing materials and online social media accounts.
  • Co-brand (add your logo) to the PDF-based tools that you were given via our Family Engagement Tools course.
Contact a Legacy Capitals professional to discuss a client or prospect opportunity.
Receive a 20% discount code toward a purchase of a product (e.g., decks of cards) in the Legacy Capitals’ eStore.

Join the Purposeful Planning Institute and get $100 off your first year subscription for new members. Contact us for more information.

Download and read our eBooks.

Other
Enterprises

Let's customize the
plan that's right for you!

Contact Us
Additional Options: Live Training + Customized Curated Content + Client-Family Enagement Services