We guide UHNW and multi-generational families, and the advisors who serve them, through wealth transfer, family governance, and preparing the rising generation — with our 100-Year Legacy Blueprint™.
Trusted by families and their advisors.
Family-Client Wealth Range
Families Served
Advisors Served
Years Experience
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A more human approach to family wealth transfer.
“Legacy Capitals is the leading provider of wealth transfer coaching, consulting, and education for UHNW families, family businesses, wealth advisors, and family offices. Ours is a more human approach to family wealth.”
– Dr. Richard Orlando, Founder
Every family we serve receives more than advice; they receive an architecture. The 100-Year Legacy Blueprint™ is our signature framework for aligning a family’s values, governance, communication, and rising generation preparation so that both the wealth and the family flourish for generations. It is the reason our Family-Clients, spanning $20M to $3.5B+ in net worth, stay with us across decades and generations.
Legacy Capitals is an independent boutique firm designed to help financially successful families and their trusted advisors deal with the myriad of “life-impact” issues that come from managing wealth beyond the money itself.
For UHNW and multi-generational families, planning for inheritance is more than just a will. We smoothly guide you through the challenges of aligning your values with your estate plan, wealth transfer, preparing your kids, and family business issues. Let us help you make these issues easier to deal with.
All families face successes, conflicts, and transitions impacting wealth and security. As wealth grows, it often magnifies relationship issues among family members, especially children. Our expert guidance and resources lower frustrations and help eliminate unknowns.
UHNW families face special decision points with regard to their children and wealth. We give you the resources and tools drawn from our experience with hundreds of families to help you prepare your family for a more meaningful life - and with more security.
We specialize in helping family enterprises find solutions to special issues and plan for their business & family futures to create legacies that last for generations. Let us give you & your family members the skills and tools to protect your business, assets, & relationships.
Our RisingGen education and coaching services focus on topics such as personal finance and budgeting, building personal competence and confidence, reducing feelings of isolation around being part of a financially successful family, and preparing for future stewardship and leadership.
We use our decades of experience serving families worth tens of millions to many billions to assist in setting up a family giving plan that accounts for all areas of concern: financial, intellectual, social, human, and spiritual.
Stay at the leading edge of the UHNW industry with continued professional development and ongoing valuable resources for your clients.
"I'm completely bought in on the idea that Whole Family Advising really is the key to retention and acquisition, especially during the big transfer of wealth that's coming. The data speaks for itself.
Legacy Capitals provided me with the support and resources to put the Whole Family Advising puzzle together. I am now able to leverage their platform and offerings to expand the value I bring to my client-families."
~ A Whole Family Advisor
We’re trusted partners with wealth and financial advisors offering a range of services and products to help you help expand the value you bring to your client families.
Learn to Serve Multi-Generational Family Needs
Better understand what multi-generational UHNW families need from their advisors so you can attract and keep them.
Organize and Run Effective Family Meetings
Learn a 10-step process to design family meetings using our Family Meeting Engagement Tool™.
Better Understand UHNW Client-Family Needs
Many advisors get the value of expanding their service to the whole UHNW family, but most cite a lack of confidence or training in the critical skills required.
Provide Value-Added Tools to Your Valued Clients
Leverage our Academy platform to provide highly valuable videos, tools, and other vital legacy planning content to your family clients.
See what our family and advisor clientele have to say about us.