Help Your Clients Get Started with a Letter of Wishes or Legacy Message This article provides resources that will help advisors support their family business clients. Legacy Capitals February 10, 2023
Shared Values Enjoy this conversational video from Legacy Capitals on the topic of how shared values can help navigate big decisions. Legacy Capitals August 24, 2022
Be a Perspective Keeper Enjoy this conversational video from Legacy Capitals on the topic of maintaining perspective in life decisions. Legacy Capitals August 24, 2022
The Next (Rising) Generation In this two part podcast, Richard Orlando interviews Jay Hughes, a pioneer of multigenerational legacy planning, on how to best prepare the Rising Gen… Legacy Capitals August 10, 2022