A distinguishing feature at Legacy Capitals is our nationwide, collaborative network of professionals representing various disciplines. Depending on the needs of each engagement, we may partner with one or more of our collaborators, allowing us to customize our services to best accommodate each client.
Our Vision
We empower families to fully leverage their financial, intellectual, social, human and spiritual capitals in order to live their legacies with meaning and purpose.
Our Mission
We educate and enable financially successful families and their trusted advisors to thrive and prosper across generations.
IMPORTANT NOTE: Legacy Capitals does not provide insurance, accounting, legal, cash management, investment, estate planning or other financially related licensed services.
Legacy Enterprise
Consultant & Coach
Legacy Enterprise
Consultant & Coach
Legacy Consultant & Coach, Director of Family Learning
Manager of Marketing & Client Experience
Manager of Academy Platform
Strategic Business Advisor
Team Mascot
Legacy Consultant & Coach