Q2 2022 Quarterly Seminar: The Art of Legacy Planning
AVAILABLE TO BASIC MEMBERS THROUGH APRIL 24, 2023.
In this Q2 2022 Quarterly Seminar, the Legacy Capitals team presented how Whole Family Advisors ca…
Tag: risinggen
Q1 2022 Quarterly Seminar: Connecting with your RisingGen Clients
In this Q1 2022 Quarterly Seminar, the Legacy Capitals presented four common "tangles" that RisingGen family members commonly face
Shared Values
Enjoy this conversational video from Legacy Capitals on the topic of how shared values can help navigate big decisions.
Be a Perspective Keeper
Enjoy this conversational video from Legacy Capitals on the topic of maintaining perspective in life decisions.
Lasting Happiness
Enjoy this conversational video from Legacy Capitals on the topic of how to create lasting happiness for the whole family.
A Share and Tag Activity – Connect with Your Family Using Conversation Cards
This activity aims to deepen connection and family unity across generations.
Standing on their Shoulders
This video discusses how the next generations of family wealth should stand on the shoulders of their family instead of in their shadows and how to ge…
The Challenging Realities of Wealth
This video discusses the challenges associated with wealth such as Sudden Wealth Syndrome, Bag Lady Syndrome, addiction, and more.
Skills Required in Family Business
This video outlines five necessary skills required for a successful family business.
Family Philanthropy Roles: A Step Toward Strategic Giving
This article discusses how advisors can help facilitate a conversation around understanding required roles in family philanthropy.
Real Money Radio with David Holland
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