These sample Letter of Wishes are meant to be an example of how LeadingGen family members can provides guidance to trusted advisors, guardians, and/or…
These three sample Legacy Messages are meant to be an example of how LeadingGen family members can communicate the values and intentions of their esta…
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…
This activity offers an in-depth facilitation guide to help your client-family begin the conversation about how they can be intentional and strategic …
In this Q4 2022 Quarterly Seminar, the Legacy Capitals team presented strategic and practical ways that you can capture the attention of your clients …
In this Q3 2022 Quarterly Seminar, the Legacy Capitals team presented some strategic and intentional steps your clients can be taking to begin pulling…