Engaging the RisingGen in Financial Education
This article discusses the importance of educating your children about money and indicates key opportunities found in day-to-day life for engaging the…
Tag: engage pro plus
After the Last Corporate Paycheck – Preparing Your Family for Your Assets
This article outlines action steps to take after retirement to help in creating a living legacy.
FISHS Sticky Note Activity
This activity uses the FISHS Capital Areas to help families begin to communicate and plan across all areas of capital, including, but not limited to F…
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.
Be Adaptive and Innovative
Enjoy this conversational video from Legacy Capitals on the topic of how to best grow into family assets and family expectations.
Be a Good Judge of Character
Enjoy this conversational video from Legacy Capitals on the topic of the importance of understanding family assets and engage with appropriate individ…
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.
How to Have the Family Wealth Conversation
Enjoy this conversational video from Legacy Capitals on the topic of how families can communicate about family wealth and the opportunities and respon…
Be a Perspective Keeper
Enjoy this conversational video from Legacy Capitals on the topic of maintaining perspective in life decisions.
Intrafamily Loans
Enjoy this conversational video from Legacy Capitals on the topic of navigating intrafamily loans.
Engaging Families in Philanthropy 3.0
This article offers strategies to help families begin conversations about philanthropy.
Legacy Planning Podcast
This two part audio series answers the question "What is Legacy Planning?" and outlines the importance of role of spiritual capital.