Multigenerational Conversation Guide
This activity offers a guide to help family members have conversations around investing perspective and mindsets.
Category: Wealth Mindsets
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 …
In Three Generations: A Story about Family, Wealth, and Beating the Odds Ebook
This is an ebook version of Kristen Heaney's book, In Three Generations: A Story about Family, Wealth, and Beating the Odds
Have a First Generation Mindset
Enjoy this conversational video from Legacy Capitals on the topic of the importance for each generation to maintain a first generation mindset.
How I Ensure a Happy Life for my Family
Enjoy this conversational video from Legacy Capitals on the topic of how to ensure family wealth contribute to happiness.
Inspire Honest Conversation with Your Clients and Advance Your Own Development Using the Book, In Three Generations
The Purposeful Planning Institute's, John A Warnick, interviews of Kristen Heaney regarding her book, In Three Generations.
Family Travel with Intention
This video outlines how a family can utilize travel and vacation to help educate one another on their family wealth and philanthropy.
The Challenging Realities of Wealth
This video discusses the challenges associated with wealth such as Sudden Wealth Syndrome, Bag Lady Syndrome, addiction, and more.
Blended Families
This video discusses what a blended family is and how to efficiently and seamlessly make decisions for the new family structure.