The Academy

Legacy Capitals’ Academy is where financially successful families and their advisors come to learn. With courses to help you gain some foundational knowledge, as well as groups to offer peer learning and connection, the Academy has a variety of resources available for those wanting to learn new ways for financially successful families to thrive.

The Academy is the learning and connections platform for Legacy Capitals, a Trusted Counsel for Wealthy Families

Legacy Capitals was formed to advance the work that has taken place within global corporate institutions and universities over the past quarter-century related to how trusted advisors serve financially successful families, and how families prepare themselves for their assets.

Our client-focused approach ensures trusted advisors and financially successful families alike have all of the knowledge, tools and resources necessary to flourish across the generations by maximizing all of their capitals – financial, intellectual, social, human, and spiritual.

The five capitals, Spiritual Capital, Financial Capital, Intellectual Capital, Social Capital, and Human Capital

With our extensive experience serving trusted advisors, international financial institutions, law firms, and financially successful families, we are in a unique position to improve and expand client relations, help trusted advisors unlock the full potential of their business by building bridges to the next generation of clients, and helping families live their intended legacies.

Our goal is to help our clients meaningfully transform how they interact from a transactional approach based on short-term success to lasting happiness and success built upon a trusted relationship with clearly defined goals and objectives for each stage of the relationship. While our process and approach takes courage and a willingness by all parties to adapt and grow, the results transform client-advisor relations.

Interested in working with Legacy Capitals?

We know that there are those who are tired of the status quo, one-dimensional success, and simple answers to complex questions. Therefore, we challenge and inspire our clients to think differently about the important decisions in their personal lives and professional work.

Our Vision

We empower families to fully leverage their financial, intellectual, social, human and spiritual capitals in order to live their legacies with meaning and purpose.

Our Mission

We educate and enable financially successful families and their trusted advisors to thrive and prosper across generations.

Our Approach

We build awareness through client events such as “An Evening with the Author”

We provide virtual coaching to individuals and couples worldwide.

We facilitate family meetings both in-person and virtually, including multi-day annual retreats as well as more frequent virtual, quarterly meetings.

We train and partner with advisors and firms serving financially successful families.

IMPORTANT NOTE: Legacy Capitals does not provide insurance, accounting, legal, cash management, investment, estate planning or other financially related licensed services.