Whether we at Legacy Capitals are facilitating a multigenerational family retreat with one of our family-clients, or training Advisors to facilitate family meetings themselves, it is important that the stage is set properly to ensure the family has a productive and meaningful experience. To this end, a few important steps are involved in properly setting
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In an article published by Legacy Capitals titled, Engaging Families in Philanthropy 3.0, we write: When people think of philanthropy, they typically envision affluent people writing large checks to nonprofit organizations, but the true scope of philanthropy has far greater impact and complexity. Etymologically, the word philanthropy refers to the love of humanity or promoting
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In the recent past I had the opportunity to attend multi-generational family meetings with financially successful families. Prior to ever attending a family meeting, I had discussed with the Legacy Capitals team what happens at the meetings; however, experiencing it for myself was eye-opening. To draw a parallel, it was like listening to someone talk
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When my wife and I married, she brought to our marriage her daughter from a prior marriage. Since then we have had two additional children (three if you count our dog). In modern nomenclature, we are a blended family. I wasn’t raised in a blended family so it has been a new, enriching, and at
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