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…
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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…
TIG Talk – A Script for Your Next Family Conversation
This video describes a scripted conversation designed to help parents and their adult children connect and communicate.
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 …
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…
The Bottom Line
In this video, Dr. Richard Orlando recounts a family meeting he was a part of and outlines what he shared with the family as being the most important …
How to Respond – Are We Rich?
This video outlines how to respond when a child has questions about wealth.
The Founder’s Journey
This video discuses the unique lived experiences of the Founder from an internal and external perspective throughout their journey as a business owner…
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