Monthly Best Practices Archive
An archive of all Monthly Best Practices.
Category: Pro
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…
Legacy Message Samples
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…
Q1 2023 Quarterly Seminar: Sparking a First Generation+ Mindset in the RisingGen
In this Q1 2023 Quarterly Seminar, the Legacy Capitals team introduced Advisors to the concept First Generation+ Mindset, which describes a RisingGen…
First Generation+ Mindset
This video explains how a Rising Generation family member can build a First Generation+ Mindset - living empowered and engaged as stewards of their fa…
First Gen+ Mindset: Assess Your Readiness to Empower Your RisingGen
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…
Considerations for Family Business Transition
Consider this checklist, and the prompting questions below, as a thought starter when it comes to planning for your business transition.
Getting Started as a Whole Family Advisor: Red / Yellow / Green Light Framework
In this article, we provide a framework to help Advisors narrow and prioritize which client-families to begin serving with the WFA approach.
FISHS Sticky Note Activity Facilitator Guide
This activity offers an in-depth facilitation guide to help your client-family begin the conversation about how they can be intentional and strategic …
Q4 2022 Quarterly Seminar: 3 Ways to Connect With Your Client-Families at Year-End
In this Q4 2022 Quarterly Seminar, the Legacy Capitals team presented strategic and practical ways that you can capture the attention of your clients …
Thanksgiving – A Great Time to Integrate the Rising Generation into your Philanthropy
This article discusses opportunities to engage with the RisingGen during the holiday season on topics surrounding philanthropy.
Q3 2022 Quarterly Seminar: Helping Your Clients Move Towards Transparency With Their Adult Children
In this Q3 2022 Quarterly Seminar, the Legacy Capitals team presented some strategic and intentional steps your clients can be taking to begin pulling…