Welcome to the Academy
Where financially successful families and their advisors come to learn & thrive
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seeking to better serve the multigenerational needs of their client-families:
from a financially successful family seeking resources and education:
OUR SINGULAR MISSION...
A more human approach to family wealth transfer
We are a team of family leadership coaches and consultants serving wealthy families and their advisors. The Academy is the learning and connections platform for Legacy Capitals.
But don't take our word for it.
discover what is possible
Stand out and differentiate yourself as an advisor and have everything you need to do so with a hub of advisor training materials, resources available to share with your client-families, exclusive access to the Legacy Capitals seminars focused on cutting edge information, discounts on Whole Family Advisor courses where you can earn CE credits, and so much more…
Click here to view the full list of membership benefits and to sign up.
WHOLE FAMILY ADVISOR®️ TRAINING PROGRAM
Our CE-approved training programs are expert-led, research-based, and self-paced courses designed to give you the skills you need to successfully compete in your marketplace. Learn to use dynamic tools to engage your client base – and attract new ones. Make yourself or your team an indispensable member of any HNW family team.
Click here to see our Whole Family Advisor courses.
Access to Resources
Whole Family Advisor Training Courses
There's a better way to ensure a lasting family legacy.
Our team offers a variety of in-person and virtual services focused on key aspects of planning for your legacy and managing transitions in your family.
Our coaching and consulting help your HNW family plan for your intended legacy plus challenges like how to communicate about your wealth, prepare your children for leadership, and how to have the greatest impact on others.
Our virtual, on-demand programs and information sessions are video-driven and engaging.
Click here to see our Family Programs.