So, Who Do We Serve?

Advisors & Wealth Managers

Add legacy planning to your toolkit. Grow client loyalty.

Continuing Education (CE) courses, engagement tools, and coaching to help you differentiate yourself from the competition. Learn to serve, attract, and retain more HNW client-families.


Advisors Trained

We serve independent financial advisors, nationally-affiliated advisor teams, lawyers, accountants and family offices that serve UHNW and HNW families.


Years Experience

Helping families and their advisors plan successful legacies is our passion. Our team has over two decades of experience giving advisors the tools they need to be of greater value.


CFP® & CPWA® CE Courses

Our courses are applicable to Certified Private Wealth Advisor® (CPWA®) Certification and Certified Certified Financial Planner (CFP®) certifications continuing education credits.


On Demand Training

Access our courses via our online training portal from any device, anywhere and when you want. We're always technology-driven and client focused for convenience and value.

Why Choose Legacy Capitals Courses and Certifications

Our training and certification is innovative and moves the needle!

It is based on decades of understanding of what advisors need to expand the value they bring to their client families, and what it takes for families to successfully transfer their values and valuables to their loved ones.

Our team of instructors is comprised of seasoned professionals who have an intimate understanding of advisors, family wealth, and family business.

Become a Certified Whole Family Advisor®

The Whole Family Advisor Program is designed for any Advisor who is responsible for providing services to clients with multigenerational wealth.

Becoming the Whole Family Advisor® teaches advisors to effectively serve the needs of the whole family of their current clients. The coming transfer of trillions of dollars across the next generation, coupled with the reality that families often struggle to transfer wealth successfully across generations, creates a great need for advisors to build out their skills and processes in serving the whole family. This fully self-directed program offers practical strategies, solutions, and tools for advisors, and CE credits.

Recent Advisor Clients

We serve family offices, affiliated financial advisors, and independent wealth managers and advisors of all sizes.

"It has been an excellent experience partnering with Legacy Capitals to build a program for our advisors. Legacy Capitals is one of the few firms that are helping advisors deal with the large demographic shifts happening in our industry right now. What is most impressive is that Legacy Capitals focuses not just on the ‘Why?’ and the ‘What?’ but also the ‘How?’ They give the advisors the tools they need to execute well on intergenerational planning."
- Financial Services Executive

Advisor Courses

“It’s not just about looking after your clients’ money – it’s about looking after your clients’ families.” Richard Orlando, Founder Legacy Capitals