The Legacy Capitals Academy

Why the Academy

A Call to Action

“Great content, instructors, and enhancement to my practice. This certification will enable me to add additional value to my HNW & UHNW clients while providing a distinct competitive advantage.” 

Jill, WFA

“Upon completion, I feel completely confident helping my client families navigate legacy planning issues. I have recommended this course to others at my firm. Thank you, Legacy Capitals!”

Phil, WFA