Find Your Pathway

Find Your Pathway

Family Leadership Coaches and Consultants For Wealthy Families and Their Advisors

Client Pathways

Financial Advisor

Find Your Pathway

Current Wealth Holder

Find Your Pathway

Next Generation

Find Your Pathway

Family Business

Find Your Pathway
family-generations-image

Why engage with Legacy Capitals?

Because decisions as important as how to preserve your wealth, handle your inheritance or overcome critical issues in your family or business are too crucial to be made alone.

We empower wealthy families leverage their financial, intellectual, social, human and spiritual capitals to live with meaning and purpose.

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
a small business owner checks his bills against his online bank caccount

For Families

Being successful financially always brings with it opportunities and challenges. Sure, it adds financial capital that helps your family in many ways, but too often families encounter issues after a wealth event by not focusing on the human, spiritual, intellectual and social capital they need to truly thrive. Through our counseling and coaching, we help families flourish across the generations.

For Financial Advisors

Financial advisors can be a lot more effective at supporting a client’s lifestyle needs, goals and objectives for this generation and the next when they fully understand that wealth management is more than just managing money. We help financial advisors fully understand what clients need and support them across all financial, intellectual, social, human, and spiritual capital needs. Better understanding and support means more client loyalty.

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.

Featured Clients

Merrill Lynch
Morgan Stanley
Private Family
UBS
Dynasty Financial Partners
Private Family Business
Pagnato Karp
HighTower
Private Family 2
FieldPoint Private
Janney Montgomery Scott
Private Family Business 2
US Trust
Oppenheimer Funds
Private Family 3