Family Leadership Coaches and Consultants For Wealthy Families and Their Advisors

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A Script for Meaningful Family Conversations

The TIG Talk: A Practical Tool for Conversation in Families – Invest Human Capital in Your Family Members Using This Easy Conversation Script.

For Families

Being a financially successful family brings with it opportunities, blessings and challenges. Our job is to help you: navigate the challenges, prepare the rising generation for opportunities and to count and share your blessings through philanthropic avenues if your family so chooses.

Confident Businessman looking at camera. He is standing in front of a window with his hands on the desk. There are computers and paperwork on the boardroom table.

For Advisors

Serving your existing clients and growing your future business in this market climate is becoming more difficult to do. Between 80% to 90% of heirs reject their parents’ financial advisors soon after receiving their inheritance. Through virtual Whole Family Advisor® training and coaching you differentiate yourself from your competitors, bring value to your clients and strengthen your relationships with them. These are the keys to a successful practice. Care for what your clients care for most- their family.

Capital is Much More than Money

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.

Legacy Capitals is a leading provider of training, coaching, and consulting services on topics such as wealth & values transfer, preparing the rising generation, family governance, legacy planning, and family philanthropy to financially successful families & family businesses, wealth advisors, family offices, and financial institutions.

Where We Help

  • Legacy Planning
  • Multi-Generational Concerns
  • Parenting Issues
  • Family Business Counseling
  • Next Generation Issues
  • Philanthropy
  • Family Decision-Making

Testimonials

"You have been instrumental in guiding our family to a higher place. You are talented, thoughtful, and full of good practice ideas. You have made our family better."

Ultra High Net-Worth Family

“I have been looking for some time and have not found a company like Legacy Capitals that brings together the research pertaining to family wealth, and a deep expertise working directly with Trusted Advisors and wealthy families. I would recommend them to any Advisor that wants to grow their business and bring more value to their clients, and to any wealthy family that wants to ensure their family properly stewards their wealth and flourishes across the generations.”

Market Leader, Global Financial Services Company

Featured Clients

Merrill Lynch
Morgan Stanley
Private Family 1
UBS
Dynasty Financial Partners
Private Family Business 1
Pagnato Karp
HighTower
Private Family 2
FieldPoint Private
Janney Montgomery Scott
Private Family Business 2
US Trust
Oppenheimer Funds
Private Family 3
Citi Private Bank
Wells Fargo The Private Bank
Private Family Business 3
Venturi Wealth Management
People’s United Wealth Management
Private Family 4
Citizens Financial Group
US Bank
Private Family Business 4
Concentus Wealth Advisors
Mass Mutual
Private Family 5
Stock Yards Bank & Trust
Boston Private
Private Family Business 5
Fiduciary Trust International
Comerica
Private Family 6
Hawthorn
J.P.Morgan
Private Family Business 6
Charles Schwab
Fidelity
Private Family 7
Invesco