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…
Category: RisingGen Preparation
4 Tips for Millennials Coming Into Family Wealth
This article, written by Dr. Richard Orlando, outlines 4 tips to help millennials prepare for the opportunity and responsibility of wealth.
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…
Reflections of a NextGen’er
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…
Wide-Eyed, Unprepared, & Overwhelmed: A Perspective on the Mind of a Young Inheritor
In this audio podcast, produced by the Purposeful Planning Institute, Matthew Wesley interviews Kristen Heaney about her story of early inheritance af…
Q2 2022 Quarterly Seminar: The Art of Legacy Planning
AVAILABLE TO BASIC MEMBERS THROUGH APRIL 24, 2023.
In this Q2 2022 Quarterly Seminar, the Legacy Capitals team presented how Whole Family Advisors ca…
Q1 2022 Quarterly Seminar: Connecting with your RisingGen Clients
In this Q1 2022 Quarterly Seminar, the Legacy Capitals presented four common "tangles" that RisingGen family members commonly face
The Why Behind Preparing the RisingGen
Enjoy this conversational video from Legacy Capitals on the importance of preparing the next generation for wealth in order to maintain that wealth fo…
Be Adaptive and Innovative
Enjoy this conversational video from Legacy Capitals on the topic of how to best grow into family assets and family expectations.
Know your Parents are Watching
Enjoy this conversational video from Legacy Capitals on the topic of why it is important for the RisingGen to find independence.
Be a Good Judge of Character
Enjoy this conversational video from Legacy Capitals on the topic of the importance of understanding family assets and engage with appropriate individ…