The FISHS Framework: Moving Beyond the Financial Capital

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Q1 2023 Quarterly Seminar: Sparking a First Generation+ Mindset in the RisingGen

February 3, 2023 No Comments

In this Q1 2023 Quarterly Seminar, the Legacy Capitals team introduced Advisors to the concept First Generation+ Mindset, which describes a RisingGen family member that has the knowledge, skills, and abilities it takes to be a successful steward of their family’s wealth and legacy.

First Generation+ Mindset

February 1, 2023 No Comments

This video explains how a Rising Generation family member can build a First Generation+ Mindset – living empowered and engaged as stewards of their family’s wealth and legacy

First Gen+ Mindset: Assess Your Readiness to Empower Your RisingGen

February 1, 2023 No Comments

This tool helps families with adult/young adult children assess their mindset so they can then develop a strategic plan to prepare and empower them to be effective stewards.