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.

Your First Family Meeting

Curated by Legacy Capitals

Preparing the Rising Generation

Curated by Legacy Capitals

Giving Together

Curated by Legacy Capitals

The Legacy Collection

Free for your family to explore.

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

The Power of Coming Together: Your Guide to Hosting a Successful Multigenerational Family Meeting

This article helps families discover how thoughtful family meetings can strengthen connection, communication, and purpose across generations. It offers practical guidance for turning meaningful conversations into lasting family traditions.
Talking about Wealth

Preparing the Rising Generation: An Intentional Approach

Share this article with clients to help them reflect on what preparation means to their family, explore ways to prepare their RisingGen and offer practical ways to get started.
RisingGen Preparation

Navigating Life as a RisingGen: Identity, Relationships, and Wealth

This article explores the complexities that many RisingGen family members face, from managing family expectations and social dynamics to defining personal identity. By adopting a first generation mindset to prepare for their roles within their family, develop a healthy relationship with money and foster meaningful connections, they can shape a fulfilling future while honoring their family’s legacy.
RisingGen Education

Financial Parenting: A Practical Guide for Families of Wealth

This article explores how financially successful parents can intentionally prepare their children to understand money, make thoughtful decisions, and grow into confident, responsible adults. It offers practical, age-appropriate ways to teach financial readiness through everyday experiences and ongoing conversation.
Financial Parenting

Spending with Purpose: Aligning Your Wallet with Your Values

Share this article with your RisingGen clients who are embarking on their journey of financial adulthood and may need some additional guidance on proactively creating a plan for their spending that aligns with their values.
Financial Education

10 Next Steps for Families Ready to Engage in Philanthropy

This resource details actions and considerations for families who are interested in engaging in philanthropy.
Family Philanthropy

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

FOR ADVISORS

Serve the
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.

Explore the Program