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Guide to Utilizing the Resource Hub
Helpful Resources
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Q3 2024 Quarterly Seminar: Road to Readiness: Leveraging High Impact Practices for Transformative Learning in Families
At the seminar, Richard Orlando and Mitchell Spearman tackled the question of how to activate learning for the growth and development of RisingGen family members. They discussed the concept of High Impact Practices and provided practical guidance on how advisors can begin implementing them with their client-families.
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Q2 2024 Quarterly Seminar: Understanding How to Serve the Unique Needs of RisingGen Clients in Their 20’s
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.