The Legacy Capitals Academy


Contact us to learn more about bringing this training to you or your firm.

Our Whole Family Advisor live video-based training program will help you increase your competence and confidence in serving the multigenerational needs of your client families, including Spouses and NextGen. You will gain a deeper understanding of your client base, use dynamic tools to engage your client families, enhance your communication and interpersonal skills, and learn to design and facilitate successful multigenerational family meetings.