This article discusses the role women are playing in changing the landscape of the financial industry and the increasing need for Advisors to respond …
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…
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…
This video explains how a Rising Generation family member can build a First Generation+ Mindset - living empowered and engaged as stewards of their fa…
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…