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.
Tag: Values
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.
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…