Advisor Memberships

Empowering you to better serve the multigenerational planning needs of your client-families

Discover which membership level is the right fit for you:

membership features

Resource Hub

Gain access to our ever-growing abundance of videos, podcasts, articles, tools, and more.

Forums

Learn from your peers and connect around relevant discussion topics.

Monthly Best Practices

Receive monthly best practices from our Legacy Capitals team of industry experts.

Advisor Seminars

Exclusive invitation to our quarterly seminars featuring industry leading topics.

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 providing ideas related to professional development and, client retention and acquisition.

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 providing ideas related to professional development and, client retention and acquisition.

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.)

Join the Purposeful Planning Institute and get $100 off your first year subscription for new members. Contact us for more information.

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 +
up to 5 members

Semi-annual

$1,188

$5,760 / 6 months

Annual

$11,520

$10,560 / 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  providing ideas related to professional development and, client retention and acquisition.

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.)

Join the Purposeful Planning Institute and get $100 off your first year subscription for new members. Contact us for more information.

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 +
6-15 members

Semi-Annual

$1,188

$10,800 / 6 months

Annual

$21,600

$19,800 / 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 providing ideas related to professional development and, client retention and acquisition.

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.)

Join the Purposeful Planning Institute and get $100 off your first year subscription for new members. Contact us for more information.

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

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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