This article discusses the importance of educating your children about money and indicates key opportunities found in day-to-day life for engaging the…
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 reflection was written by Kristen Heaney, a second generation family member who stepped into family leadership roles at a young age after her fat…
In this audio podcast, produced by the Purposeful Planning Institute, Matthew Wesley interviews Kristen Heaney about her story of early inheritance af…
In this Q2 2022 Quarterly Seminar, the Legacy Capitals team presented how Whole Family Advisors can help their clients better answer the question: Wha…
Enjoy this conversational video from Legacy Capitals on the importance of preparing the next generation for wealth in order to maintain that wealth fo…