family wealth

#Family #ThrivingSummer2020

#Family  #ThrivingSummer2020

Thriving, not surviving –  is the mantra for this summer. This has been a difficult few months to say the least and many of our client-families have reached out looking for guidance – guidance for their most precious asset, their family.  Watch this short video and learn how we can help your family thrive! SCHEDULE

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Reflections of a NextGen’er

Reflections of a NextGen’er

After delivering the morning keynote at Invesco’s Investment Symposium today, my O’hare-bound Uber drove past the Intercontinental Hotel, which flashed a memory from my past. Twenty years ago, I attended a family foundation conference at that hotel. I laughed to myself, thinking the name tag I wore that week should have read “Help me. I’m

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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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