During the late 80s, I worked on Wall Street for Drexel Burnham Lambert. I remember the investor intermediaries were then called “Stock Brokers” or “Brokers.” The Broker’s value proposition was access to information and the execution of trades. I remember the Brokers walking over to a wall that had a see-through tubing system that ran
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Happy International Women’s Day! Last week I had the opportunity to facilitate a dynamic conversation with the professionals of a Multi-Family Office firm. The topic of our conversation was how to improve service to female clients. They wisely highlighted that women are individuals – there’s no one approach you can take, event you can plan,
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Recently I had a chance to meet John Maxwell. The night I met John, he spoke to an audience about his new book, Change Your World. During his comments he said: “When you stop loving your people, stop leading your people.” I quoted John Maxwell in my first book LEGACY. He said, “Leaders wake up
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In case you have missed our Family Flourishing webinars, below you will find a recorded copy. This 30-minute video presentation will provide you with a psychological framework and 14 practical ideas to help you and your loved ones flourish during these times of great uncertainty! Click on the image below. www.LegacyCapitals.com 609.917.0161
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By way of reminder, Day # 13’s Idea was for each family member to rate each of the happiness attributes – found in my LEGACY Book (pages 69-70) – in terms of the extent they are utilizing or practicing them in their lives. Day # 14 Idea Today’s idea is to watch this Short
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By way of reminder, Day # 12’s Idea provided an opportunity for families to work together to get things done around the house. For example, make a list of tasks that need to be completed and divide them up among family members. Day # 13 Idea Today’s idea provides these two images taken from my
Read more By way of reminder, Day # 11’s Idea was an opportunity for families to create a fun, shared experience, especially with their elementary age children, by turning your kitchen into a restaurant. Day # 12 Idea Today’s idea is family teamwork. More specifically, working together to get things done around the house. For families with
Read more By way of reminder, Day # 8’s Idea was to discuss how your family can love others during this time – aka, true family philanthropy. Day # 9 Idea Today’s idea is based on the important metaphor: “Put your oxygen mask on first, before helping others.” My wife and I are doing everything we can
Read more By way of reminder, Day # 7’s Idea was to have “church” at home. Gather your family around a table or on your sectional sofa and read sacred scriptures, practice spiritual rituals, and pray (there are many people to pray for including those throughout the world who are working everyday to keep us safe &
Read more By way of reminder, Day # 6’s Idea was to: 1) Take the time to have the conversation you have always wanted to have with your family, 2) Ask the question to a loved one you always wanted to ask, and/or 3) Go play with your family in a way you once did, but haven’t
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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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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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