Family Dashboard


Extensive Library for Family Champions at the Resource Hub

The articles, podcasts, videos, and activities within the Resource Hub provide all you need to be the family champion within your family. Click the icon on the left to check out a tool designed to prepare a LeadingGen family member to share their investment philosophy and mindsets with RisingGen family members.

Conversation w/ Author Coventry Edwards-Pit

Join us on Monday, Feb 13th at 7pm for a conversation with the author of the new book, Engaged Healthy, Wealthy, and Wise, about navigating significant other relationships in the context of family wealth Contact to receive the link for the zoom call.

Schedule a Conversation

Been meaning to schedule a time to chat with one of our coaches?
Click the icon to the left to reach out.

"Carve your name on hearts, not tombstones. A legacy is etched into the minds of others in the stories they share about you."


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Shared Values

Enjoy this conversational video from Legacy Capitals on the topic of how shared values can help navigate big decisions.

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