family office

Family “Quarantine” Time – Day # 1 Idea

Family “Quarantine” Time – Day # 1 Idea

Probably more than any other time, families are physically together during the days. Although many parents are still working virtually and their children are attending school via “distant-learning,” there is an opportunity for all families to make the most of this time together. For the next 14 days of our Family “Quarantine” time, I will

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Heads up Advisors – Sophia is on her way!

Heads up Advisors – Sophia is on her way!

As if Advisors didn’t have enough to focus on in terms of differentiating themselves from their competitors…now comes along Sophia!  Although Sophia is in her artificial-intelligence infancy stage, she is an endearing humanoid robot. Watch via the short video clip below, how she interacts and engages with Tony Robbins. During her chat with Tony Robbins,

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Launching 20-Somethings into the “Real World”

Launching 20-Somethings into the “Real World”

Legacy Capitals has been serving financially successful families for many years by helping them to work through topic such as family governance, family values, family philanthropy, family dynamics, and family business, and preparing the rising generation for the opportunities and responsibilities that come with wealth. All too often, families and the advisors who serve them,

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3 Tips for Successful Family Retreats

3 Tips for Successful Family Retreats

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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5 Tips for Engaging in Family Philanthropy

5 Tips for Engaging in Family Philanthropy

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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