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…
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…