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In this Q2 2024 Quarterly Seminar, Kristen Heaney from the Legacy Capitals team, had a conversation with two RisingGens who reflected candidly on the decade of their twenties. They focused on their mindsets at the time as it related to family wealth and family office roles.
Use this sample letter, or parts of it as a way to initiate a conversation with your RisingGen client. It’s not always easy to know how to connect in the beginning, so let this be your guide to getting started.
Share this article with your RisingGen clients who are embarking on their journey of financial adulthood and may need some additional guidance on proactively creating a plan for their spending that aligns with their values.
