Sample Shared Values Statements & Word Cloud
Review these sample shared values statements when working with your clients on how the incorporate their values into their estate planning
Tag: engage
Struggling Vines Produce the Best Wine
This article outlines how parents can help their children to flourish by avoiding either end of the suffering-continuum, and allowing their children t…
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…
The Parenting Butterfly Metaphor
Enjoy this conversational video from Legacy Capitals on the topic of parenting and empowerment.
Financial Confidence Tool
Invite clients to complete this brief survey so you can better understand their current level of acumen related to the oversight of their resources.
Letter of Wishes Samples
These sample Letter of Wishes are meant to be an example of how LeadingGen family members can provides guidance to trusted advisors, guardians, and/or…
Legacy Message Samples
These three sample Legacy Messages are meant to be an example of how LeadingGen family members can communicate the values and intentions of their esta…
4 Tips for Millennials Coming Into Family Wealth
This article, written by Dr. Richard Orlando, outlines 4 tips to help millennials prepare for the opportunity and responsibility of wealth.
First Generation+ Mindset
This video explains how a Rising Generation family member can build a First Generation+ Mindset - living empowered and engaged as stewards of their fa…
First Gen+ Mindset: Assess Your Readiness to Empower Your RisingGen
This tool helps families with adult/young adult children assess their mindset so they can then develop a strategic plan to prepare and empower them to…
Considerations for Family Business Transition
Consider this checklist, and the prompting questions below, as a thought starter when it comes to planning for your business transition.
TIG Talk – A Script for Your Next Family Conversation
This video describes a scripted conversation designed to help parents and their adult children connect and communicate.