Wealth transfer is more than a will. We guide UHNW and multi-generational families through the family wealth conversation: preparing the rising generation, family meetings, family governance, philanthropy, and values-based wealth transfer — everything financial planning alone cannot answer.
Financially successful families experience both blessings and burdens. How a family navigates this dynamic will determine if their values and valuables flourish across the generations.
Plan your family’s desired future – and a more meaningful present.
The Financial Parenting Program offers education and coaching for parents who are considering the implications of raising school aged kids in the context of significant wealth. Content offered includes how to handle difficult questions such as "Are we rich?" It's a framework for financial parenting initiatives by developmental stage, as well as actionable ideas to implement money experiments at home.
More than just succession and continuity planning, we take a holistic approach to helping you chart the best course - and most ideal future - for all involved. Let us help you work together toward a shared vision of your family enterprise.
The Financial Fitness Program aims to equip and empower teenagers and young adults to successfully navigate the world of personal finance. Program content includes technical financial literacy topics as well as areas related to wealth values and relationship to money.
The Leading Gen Program aims to prepare parents to have a clearer understanding of the purpose of their family resources, how to talk about their wealth without talking about the numbers, and how to prepare their children for the opportunities & responsibilities of wealth.
Our RisingGen education and coaching services focus on topics such as personal finance and budgeting, building personal competence and confidence, reducing feelings of isolation around being part of a financially-successful family, and preparing for future stewardship and leadership.
Fully-customized programs to meet your needs with Multigenerational Family Meetings & Retreats, Philanthropy Planning and Consulting, Family Governance Development, Family Leadership Coaching, and Legacy Planning.
This complimentary program combines our own internal expertise and resources with direct insights from real family members of successful families to bring you insights on the most innovative and relevant family leadership and stewardship topics.
What Can You Expect as a Family Insider?
We know you lead busy and demanding lives; therefore, this program is intended to be high value but low touchpoint. The program includes:
– Preparing your next generation for leadership and stewardship
– Setting up governance structures
– Communicating about the opportunities and responsibilities of family wealth
– Establishing a family charter
– Strengthening your family culture and relationships
– Designing a succession or transition plan for your family business
This process includes one on one meetings with each family member, a success Index assessment to determine your families core strengths and growth opportunities and a virtual family meeting to review the process with recommendations from our team.
Membership offers your family access to resources to help you communicate and plan as a family
Meet with our team so that we can determine your families size, complexity, and goals.
Our engagements include virtual and/or in person family meetings, coaching, customized trainings, governance support, and legacy planning
We offer ongoing support, guidance, and resources for your family
We've helped hundreds of families navigate inheritance strategy, generational communication issues, and parental decision-making challenges associated with wealth transfer. If you're facing it, chances are we've seen it before and can help you overcome it more easily.
Our team is made up of expert, compassionate legacy advisors and coaches with advanced degrees, many years of experience, and, yes, several of us are from financially successful families too. This gives us a key perspective you simply won't find elsewhere.
At its essence, our business is people. We help families communicate, decide, and ultimately flourish across the generations. Our team is specifically-assembled of empathetic specialists supported by the latest digital tools and resources to better serve your family.
Our programs for UHNW family legacy planning are quick and convenient ways to acquire the skills and practical tools you and your family need to better plan and manage all aspects of wealth transfer.
What does Legacy Capitals do for families?
Legacy Capitals is a boutique family advisory firm focused exclusively on the human side of wealth. We guide UHNW and multi-generational families through wealth transfer, family governance, family meetings, and preparing the rising generation, working alongside your trusted financial, legal, and tax advisors. We do not provide financial, legal, tax, or investment advice; we address what financial planning alone cannot.
How is legacy planning different from estate planning?
An estate plan prepares the assets for the family. Legacy planning prepares the family for the assets: the communication, shared values, decision-making, and readiness that determine whether both the wealth and the relationships endure. The two work best together, which is why we complement your existing advisors rather than replace them.
What is a family meeting, and why does it matter?
A family meeting is a structured conversation that brings the generations together around the purpose of the family’s wealth, shared values, roles, and plans for the future. Families who meet regularly transfer both wealth and trust more successfully. We design and facilitate multi-generational family meetings and retreats, virtually and in person.
How do we prepare our children for the responsibilities of wealth?
Preparation begins earlier than most families expect, and it is about values and communication before it is ever about numbers. Our Leading Generation programs help parents talk about wealth without talking about the numbers, and our Rising Generation coaching helps heirs build competence, confidence, and a sense of stewardship.
What is family governance?
Family governance is how a family makes decisions together: the agreements, structures, and practices, such as a family charter or family council, that keep communication clear and decisions fair across generations. We help families design governance that fits their size, complexity, and values.
How does an engagement with Legacy Capitals begin?
Every engagement begins with a private consultation to understand your family’s size, complexity, and goals, followed by a discovery process that includes one-on-one conversations with each family member. From there, we recommend the right path, from a single facilitated family meeting to an ongoing advisory relationship.
