In this Q3 2023 Quarterly Seminar the Legacy Capitals team presented ways equip Advisors to better understand and expand the value they bring to their…
This article outlines how parents can help their children to flourish by avoiding either end of the suffering-continuum, and allowing their children t…
In this Q2 2023 Quarterly Seminar the Legacy Capitals team presented ways to spark the attention of disengaged clients and communicate that, as a Whol…
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 video explains how a Rising Generation family member can build a First Generation+ Mindset - living empowered and engaged as stewards of their fa…
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…