wealth management

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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