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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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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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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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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