THE FAMILY RESOURCE LIBRARY

Wisdom for the whole family, for generations to come.

These resources are for the benefit of multi-generational families, built on decades of experience. Explore on your own, or begin with a collection we’ve curated for you.

Begin Where Your Family Is

Collections we’ve curated for the moments families most often ask about. Select one to focus the resources below, or scroll to explore on your own.

For The Leading Generation

Curated by Legacy Capitals

For The Rising Generation

Curated by Legacy Capitals

For Families in Business

Curated by Legacy Capitals

The Legacy Collection

Free for your family to explore.

Does Culture Really Eat Strategy? The Importance of Family Business Continuity Planning

In this article, Richard Orlando discusses the vital role that both strategy and culture play in the success, or failure, of family businesses.
Family Business

Legacy Profiles: A Family Member’s POV on Family Business Leadership and Governance

In this video from our Legacy Profiles series, Richard Orlando and Christin M. discuss the leadership roles and responsibilities as well as the governance and “scaffolding” that was in place within her family’s business.
Family Business

From Awareness to Engagement: Financial Education for the Rising Generation

This article guides members of the rising generation in building the financial understanding and confidence needed to engage thoughtfully in conversations about wealth, even without full visibility into the details. It outlines key areas of financial literacy and offers practical prompts to help individuals move from passive awareness to active participation and responsible stewardship.
RisingGen Education

First Generation+ Mindset

This video explains how a Rising Generation family member can build a First Generation+ Mindset – living empowered and engaged as stewards of their family’s wealth and legacy.
RisingGen Education

How to Have the Family Wealth Conversation

Enjoy this conversational video from Legacy Capitals on the topic of how families can communicate about family wealth and the opportunities and responsibilities associated with wealth.
Incorporating Values in Estate Planning

TIG Talk – A Script for Your Next Family Conversation

This article outlines a scripted conversation designed to help parents and their adult children connect and communicate.
Family Communication & Decision-Making

The Blessings and Burdens of Wealth: A Guide for Families

This article explores the unique impact that wealth can have on families and offers ways to maximize the blessings and minimize the burdens that accompany financial success.
Talking about Wealth

Legacy Message Samples

These three sample Legacy Messages are meant to be an example of how LeadingGen family members can communicate the values and intentions of their estate plan with their family members.
Incorporating Values in Estate Planning

Legacy Capitals does not provide financial, legal, tax, estate, investment, or risk advice.

FOR ADVISORS

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whole family, and stand apart by doing so.

The Whole Family Advisor® Program equips advisors with the strategies, tools, and resources to serve their client families more completely.

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