Individual Development Plan: RisingGen Goal Setting Tool
A goal setting tool for RisingGen family members to use, which encourages them to set goals across all 5 capital areas - Financial, Intellectual, Soci…
Category: Engage
Spending with Purpose: Aligning Your Wallet with Your Values
Share this article with your RisingGen clients who are embarking on their journey of financial adulthood and may need some additional guidance on proa…
Navigating Love and Legacy: Five things to do before discussing a prenuptial agreement with your engaged child
This article provides parents with practical tips for approaching conversations around family wealth and prenups with their engaged children.
Love, Trust, and Transparency: A Guide to Positively Discussing Prenuptial Agreements with Your Partner
Share this article with your clients who are beginning to plan their future with their partner and may need some additional education on how to naviga…
Tips for Financial Parenting
This article provides parents of college-aged children and younger with essentials tips for effective and successful Financial Parenting.
Sample Shared Values Statements & Word Cloud
Review these sample shared values statements when working with your clients on how the incorporate their values into their estate planning
Struggling Vines Produce the Best Wine
This article outlines how parents can help their children to flourish by avoiding either end of the suffering-continuum, and allowing their children t…
Engaging the RisingGen in Financial Education
This article discusses the importance of educating your children about money and indicates key opportunities found in day-to-day life for engaging the…
The Parenting Butterfly Metaphor
Enjoy this conversational video from Legacy Capitals on the topic of parenting and empowerment.
Financial Confidence Tool
Invite clients to complete this brief survey so you can better understand their current level of acumen related to the oversight of their resources.
Does Culture Really Eat Strategy? The Importance Of Family Business Continuity Planning
In this article, Richard Orlando discusses the vital role that both strategy and culture play in the success, or failure, of family businesses.
Letter of Wishes Samples
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…