Multigenerational Conversation Guide This activity offers a guide to help family members have conversations around investing perspective and mindsets. Legacy Capitals November 16, 2022
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 … Legacy Capitals September 22, 2022
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 Kristen Heaney September 19, 2022
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. Legacy Capitals August 24, 2022
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. Legacy Capitals August 24, 2022
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. Legacy Capitals August 11, 2022
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. Legacy Capitals December 17, 2021
The Challenging Realities of Wealth This video discusses the challenges associated with wealth such as Sudden Wealth Syndrome, Bag Lady Syndrome, addiction, and more. Legacy Capitals August 1, 2021
Blended Families This video discusses what a blended family is and how to efficiently and seamlessly make decisions for the new family structure. Legacy Capitals April 30, 2020