Legacy Capitals Academy Membership Options

Individual Membership Plans

Basic

Always
Free!

Sample of articles, blogs, templates, etc. to equip you as a Whole Family Advisor and to add value to your client-families and prospects by sharing our relevant content with them.
Sample of audio/podcast files to equip you as a Whole Family Advisor and to add value to your client-families and prospects by sharing our relevant content with them.
Sample of video to equip you as a Whole Family Advisor and to add value to your client-families and prospects by sharing our relevant content with them.

Pro

Monthly

$1,188

$199 / month

ANNUAL

$2,388

$2,189 / year

Expanded sample of articles, blogs, templates, etc. to equip you as a Whole Family Advisor and to add value to your client-families and prospects by sharing our relevant content with them.
Expanded sample of audio/podcast files to equip you as a Whole Family Advisor and to add value to your client-families and prospects by sharing our relevant content with them.
Expanded sample of videos to equip you as a Whole Family Advisor and to add value to your client-families and prospects by sharing our relevant content with them.
Participate in one or more Advisor forums addressing topics related to multigenerational family wealth.
Receive a monthly best practices email (and text) providing ideas related to professional development and, client retention and acquistion.
Participate in our quarterly one-hour advisor seminars to continue your professional development as a Whole Family Advisor and learn from from other Advisors.
Receive a 10% discount code toward a purchase of an individual Whole Family Advisor course or the entire bundle of Whole Family Advisor courses.
Receive a 10% discount code toward a purchase of a product (e.g., decks of cards) in the Legacy Capitals’ eStore.

Pro+

Monthly

$1,188

$499 / month

Annual

$5,988

$5,489 / year

Our growing full suite of articles, blogs, templates, etc. to equip you as a Whole Family Advisor and to add value to your client-families and prospects by sharing our relevant content with them.
Our growing full suite of audio/podcast files to equip you as a Whole Family Advisor and to add value to your client-families and prospects by sharing our relevant content with them.
Our growing full suite of videos to equip you as a Whole Family Advisor and to add value to your client-families and prospects by sharing our relevant content with them.
Participate in one or more Advisor forums addressing topics related to multigenerational family wealth.
Receive a monthly best practices email (and text) providing ideas related to professional development and, client retention and acquistion.
Participate in our quarterly advisor seminars to continue your professional development as a Whole Family Advisor and learn from from other Advisors.
Receive a 20% discount code toward an indvidual Whole Family Advisor course or the entire bundle of Whole Family Advisor courses.
Receive a 20% discount code toward a purchase of a product (e.g., decks of cards) in the Legacy Capitals’ eStore.
Receive a 10% discount off one of our service offerings to your client-families (e.g., Client Webinar, LeadingGen and RisingGen Cohort Programs, etc.)
Contact a Legacy Capitals professional to discuss a client or prospect opportunity.
Add your logo to our written content (e.g., articles).
Download and read our eBooks.

ENTERPRISE Membership Plans

Pro Plus:
Up to 5 Members

Monthly

$1,188

$999 / month

Annual

$11,988

$10,989 / year

Our growing full suite of articles, blogs, templates, etc. to equip you as a Whole Family Advisor and to add value to your client-families and prospects by sharing our relevant content with them.
Our growing full suite of audio/podcast files to equip you as a Whole Family Advisor and to add value to your client-families and prospects by sharing our relevant content with them.
Our growing full suite of videos to equip you as a Whole Family Advisor and to add value to your client-families and prospects by sharing our relevant content with them.
Participate in one or more Advisor forums addressing topics related to multigenerational family wealth.
Receive a monthly best practices email (and text) providing ideas related to professional development and, client retention and acquistion.
Participate in our quarterly advisor seminars to continue your professional development as a Whole Family Advisor and learn from from other Advisors.
Register and complete an individual Whole Family Advisor course or the entire bundle of Whole Family Advisor courses.
Receive a 20% discount code toward a purchase of a product (e.g., decks of cards) in the Legacy Capitals’ eStore.
Receive a 10% discount off one of our service offerings to your client-families (e.g., Client Webinar, LeadingGen and RisingGen Cohort Programs, etc.)
Contact a Legacy Capitals professional to discuss a client or prospect opportunity.
Add your logo to our written content (e.g., articles).
Download and read our eBooks.

Pro Plus:
6-15 members

Monthly

$1,188

$1,499 / month

Annual

$17,988

$16,489 / year

Our growing full suite of articles, blogs, templates, etc. to equip you as a Whole Family Advisor and to add value to your client-families and prospects by sharing our relevant content with them.
Our growing full suite of audio/podcast files to equip you as a Whole Family Advisor and to add value to your client-families and prospects by sharing our relevant content with them.
Our growing full suite of videos to equip you as a Whole Family Advisor and to add value to your client-families and prospects by sharing our relevant content with them.
Participate in one or more Advisor forums addressing topics related to multigenerational family wealth.
Receive a monthly best practices email (and text) providing ideas related to professional development and, client retention and acquistion.
Participate in our quarterly advisor seminars to continue your professional development as a Whole Family Advisor and learn from from other Advisors.
Register and complete an individual Whole Family Advisor course or the entire bundle of Whole Family Advisor courses.
Receive a 20% discount code toward a purchase of a product (e.g., decks of cards) in the Legacy Capitals’ eStore.
Receive a 10% discount off one of our service offerings to your client-families (e.g., Client Webinar, LeadingGen and RisingGen Cohort Programs, etc.)
Contact a Legacy Capitals professional to discuss a client or prospect opportunity.
Add your logo to our written content (e.g., articles).
Download and read our eBooks.

other
ENTERPRISES

$1,188



Let's customize the plan that's right for you!

Additional Options: Live Training + Customized Curated Content + Client-Family Enagement Services
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