Family Business Roles: Finding Clarity with the Three Circle Model This article details how the three-circle model can be utilized to determine, and understand, family business roles. Legacy Capitals January 25, 2021
Effective Multi-Generational Meetings This three-part video series outlines how to best design and implement a successful family meeting. Legacy Capitals December 1, 2020
Building Your Family Meeting Agenda: A Menu of Topics Without the Dollars and Cents This article provides a menu of topics to include in your family meeting agenda. Legacy Capitals August 27, 2020
Blended Families This video discusses what a blended family is and how to efficiently and seamlessly make decisions for the new family structure. Legacy Capitals April 30, 2020
Sharing New Perspectives This video discuses the importance of having open conversations with family members and how to navigate differing perspectives. Legacy Capitals February 5, 2020
Pressures of Wealth on Marriage This video discusses how wealth can impact relationships. Legacy Capitals December 8, 2019
Succession and Openness This video discusses how to strategically transition the family business to the next generation. Legacy Capitals October 5, 2019
10 Ways to Engage Your Adult Children Around Family Wealth This checklist provide topics to guide a conversation about wealth with adult children. Legacy Capitals April 9, 2019
Navigating Awkward Friendship Situations This video discusses awkward scenarios that can arise from a gap in wealth between friends and how to manage those situations. Legacy Capitals February 28, 2019
Skills Required in Family Business This video outlines five necessary skills required for a successful family business. Legacy Capitals January 12, 2019