Created for advisors, family offices, and wealth management firms, the program equips you with strategies to engage the rising generation, a full suite of family engagement tools, and a proven process to design and facilitate successful multi-generational family meetings.
A new standard of care for multi-generational families.
Retention | Acquisition | Differentiation
Advisors trained through the Whole Family Advisor® program
Years training advisors
Industry continuing-education accreditations
Courses in the program
Continuing education accredited for: CIMA® · CPWA® · CIMC® · RMA℠ · CFP®
Advisors gain a deeper understanding of their client base, dynamic tools to engage their client-families, stronger communication and interpersonal skills, and a proven process to design and facilitate successful multi-generational family meetings. Built on more than two decades of consulting and proprietary research, the program focuses exclusively on the qualitative side of wealth.
Four courses delivered self-paced or as a live cohort, building the knowledge, tools, and skills of a Whole Family Advisor.
Complete the courses to earn the Whole Family Advisor® designation and stand apart in the marketplace.
The ongoing professional development and resourcing that keep your practice thriving, the equivalent of meeting your continuing-education requirements.
A historic transfer of wealth is underway, and most families are unprepared for what it asks of them. Financial planning alone cannot answer it. The relationships do.
$62T in HNW / UHNW hands
Transferring to the next generation by 2048
The largest intergenerational wealth transfer in history.
Generations
Shirtsleeves to shirtsleeves
The pattern of wealth that does not endure, repeated across families and cultures.
of heirs
Leave their parents’ advisors
When the relationship was never built with the whole family.
Take a short tour of the Academy and the Whole Family Advisor experience, then picture the deeper conversations you will be ready to lead with your own client-families.
An inspiring look at the program, the tools, and the community of advisors.
Each course includes: Workbook Pre-Work Assignments Virtual Lectures Engagement Tools Quiz
In total, the four courses are approved for 8 CIMA®, CPWA®, CIMC®, RMA℠ and 10 CFP® CE credits.
The Whole Family Advisor program is designed to change how your practice grows, retains, and stands apart.
Build relationships with the whole family, so assets and trust stay with you when wealth transfers to the rising generation.
Offer the deeper conversations families are seeking and most advisors never begin, and become the advisor they recommend to others.
Carry the Whole Family Advisor® designation and a proven process that sets your practice above the quantitative-only crowd.
A Whole Family Advisor is someone who:
Membership is the ongoing professional development and resourcing for advisors who complete the coursework, the equivalent of meeting your continuing-education requirements.
Membership and certification continue at $350 per year thereafter. Same simple fee, ongoing partnership.
Three ways to begin. When you are ready, your path takes you straight to registration. If you would like to talk it through first, we are glad to.
For advisors who prefer to learn on their own schedule.
Self-paced via the Academy · about 5 hours per course
Learn from the program and from advisors at other firms.
Per advisor · live, virtual cohort
Program dates are set by Legacy Capitals. Choose the cohort that fits your calendar.
Spring 2027 Cohort
Dates to be announced.
Keep the program in-house and strengthen your firm’s culture of learning.
Per advisor · 20-advisor minimum
Timing is scheduled around your advisors. Institutional pricing available for 35 or more advisors.
I finished the final course and feel so inspired and confident in having the tools to approach our key client-families, to deepen the relationships, improve communication, and positively impact their families and legacy.
Program Participant
There is no question that these concepts are significant differentiators for wealth advisors. Clients are craving these conversations and are being underserved by most advisors. These skills are critical for anyone looking to build deeper connections.
Program Participant
We are growing fast and adding clients right and left. We have been implementing the concepts little by little with new and existing clients, with real success. I think this will only continue to snowball for us.
Program Participant
One of the few firms helping advisors deal with the large demographic shifts in our industry. What is most impressive is the focus not just on the why and the what, but the how. They give advisors the tools to execute well on intergenerational planning.
Program Participant
I have worked in this space before, and this program is a home run. Creating value with the next generation is a big step in keeping and adding assets as they transfer to another generation.
Program Participant
Having a strong framework to follow, great sample questions, and solid pointers to keep a family meeting moving gives us confidence going forward. Our practice is built for diving deeper with families, and we will put it all to good use.
Program Participant
Welcome. Whether you are an advisor considering the Whole Family Advisor® Program or a firm exploring it for your advisors, we are glad you are here.
The Whole Family Advisor® certification, awarded and maintained by Legacy Capitals Academy, prepares advisors to serve the relational and generational dynamics of family wealth. In addition to the wealth management work an advisor may already provide in preparing the assets for the family, this training focuses entirely on one thing: preparing the family for their assets. If your question is not answered here, we welcome a conversation at academy@legacycapitals.com or (609) 917-0161.
It signifies that an advisor has successfully completed our program and is trained to serve the relational and generational dynamics of family wealth. Certified advisors are prepared to facilitate multi-generational family conversations on topics such as the purpose of the family’s resources, their intended living legacy, shared values, family roles, philanthropy, and the FISHS capitals framework, and they are trained to design and facilitate family meetings. In doing so, they engage the whole family, including spouses, significant others, and rising generation family members, helping Family-Clients shape the qualitative foundations of lasting legacy and wealth transfer plans.
It is different in two primary ways. First, it is built on more than two decades of consulting, coaching, and training advisors and financially successful families, along with Legacy Capitals’ proprietary research. Second, it focuses exclusively on the qualitative aspects of family wealth, family business, and multi-generational planning. Rather than duplicating the technical training of other designations, it builds upon the wealth management already in place, expanding the advisor’s value to their Family-Clients through the relational and generational foundations that help wealth endure across generations.
No. The Whole Family Advisor® certification is a professional development credential focused entirely on the relational and generational dynamics of wealth. It is not a license, and it does not authorize, qualify, or hold out a certified advisor to provide financial, investment, tax, legal, estate, accounting, or risk advice of any kind. Certified advisors complement and strengthen the work of a family’s financial, legal, tax, and other professional advisors. They do not replace it.
Yes. The program has earned independent recognition from two of the industry’s most respected bodies and is approved for continuing education credit by the CFP Board and the Investments & Wealth Institute.
Candidates typically hold one or more respected professional designations or advanced degrees. Eligibility requires satisfying at least two of the following three criteria:
The Whole Family Advisor® curriculum consists of four courses, each concluding with an examination. To earn the certification, candidates must:
The program can be completed via two learning formats:
Live Cohorts: The Whole Family Advisor Program is delivered live via Zoom unfolding across nine virtual-live lectures over four months. Firms may sponsor a private cohort for 20 or more of their advisors or smaller groups or individuals can join a Legacy Capitals Mixed Cohort to learn alongside peers from other firms. We presently offer two cohort programs each year, one in the spring and one in the fall. Refer to our website for information on the start date for the next live cohort.
Self-Paced: The four course program is delivered via pre-recorded lectures on our Academy learning platform and can be completed individually at your own pace.
Yes! We understand that participants may not be able to attend every live lecture. Live cohort program participants may miss up to two live lectures and remain in good standing with the program so long as they make up for the missed lecture(s) by watching the recording and completing all associated pre-work.
Each course takes approximately five hours to complete. This includes all lectures, assignments, and the course examination.
Each advisor has three attempts to pass each course examination with a score of 70 percent or higher. If an advisor does not pass within the first two attempts, we suggest taking a few days to restudy the course materials before the third attempt. An advisor who does not pass after three attempts will not earn the continuing education credits for that course and will not be eligible to pursue certification.
The Whole Family Advisor® designation reflects an ongoing commitment, not a one-time achievement. To maintain the certification, advisors must:
Every certified advisor is supported in this commitment through the monthly Whole Family Advisor® Best Practices email and continuous access to the Whole Family Advisor® Resource Hub, with its hundreds of tools, templates, and educational materials. These continuing education requirements are established and administered by Legacy Capitals Academy and are distinct from continuing education credits administered by external bodies such as the CFP Board.
An abundance of materials is available through the Whole Family Advisor® courses and the Membership Resource Hub. Materials identified as client-facing, which we call “Engage” materials, include videos, articles, PDFs, podcasts, client engagement tools, and more. Within the Membership Resource Hub, materials intended for Family-Clients and prospective clients are clearly marked “shareable.”
Client-facing Engage materials may be reproduced, whether copied or printed, but only for use by the registered advisor member in serving his or her respective clients and prospective clients. The “Prepare” and “Build” materials are intended for your personal professional development as a Whole Family Advisor® and are not client-facing.
Yes. Co-brandable materials are identified in the Membership Resource Hub. When an advisor completes the Whole Family Advisor® courses and achieves certification, additional family engagement tools become available for co-branding as well.
To continue using a company or firm logo on the materials, the advisor must remain in good standing with Legacy Capitals and current on the annual certification maintenance fee of $350. This is the same single fee that maintains the certification; there is no separate charge for co-branding. If the annual renewal is not paid, the advisor must immediately discontinue use of all co-branded client-facing Engage materials. Non-digital client-facing materials, such as Legacy Capitals’ decks of cards, must be ordered in bulk to be co-branded.
Please note that co-branded digital materials carry no Legacy Capitals branding other than the “Powered by Legacy Capitals” attribution and copyright date at the end of each resource. These may not be revised or removed.
No. The materials provided through the Whole Family Advisor® Program are intended for professional use with Family-Clients and prospective clients. They are not to be publicly displayed or hosted on any personal or company website, on any social media platform, or in any other medium without the prior written consent of Legacy Capitals.
No. The resources and services of the program are provided for the registered advisor’s own professional use and for service to his or her Family-Clients and prospective clients. They may not be shared with advisors who are not registered on the Legacy Capitals Academy platform. This protects the integrity of the program and the investment every certified advisor has made in it.
Yes. Firms and institutions may register their own private cohort, with a minimum of 20 advisors. For firms registering 35 or more advisors in the same private cohort program, discount rates are available. We invite you to email academy@legacycapitals.com or call (609) 917-0161 to discuss.
Yes. An advisor’s firm or institution may add its own compliance disclosure statement to the client-facing materials, such as a family philanthropy engagement tool, provided the statement does not conflict with, confuse, or negate the notices provided by Legacy Capitals. Each advisor is expected to use commercially reasonable efforts to ensure that any use of the program materials complies with all applicable laws and regulations, including securities laws, and with the advisor’s written supervisory procedures and internal compliance rules.
Every Whole Family Advisor® is expected to conduct themselves with integrity, professionalism, and discretion in all work with Family-Clients. Certified advisors commit to honest representation of the certification and its scope, to respect for the confidentiality and privacy of every family they serve, to conduct that upholds the standing of the designation, and to honoring the duties and obligations of their own profession, firm, and regulatory environment at all times. Adherence to these standards is a continuing requirement of certification.
We take the integrity of the designation seriously. Concerns may be submitted to academy@legacycapitals.com or (609) 917-0161. When a complaint is received, it is reviewed to determine its merit. If a complaint warrants formal review, a review committee of Legacy Capitals representatives and, when possible, other Whole Family Advisors is assembled, and the process is handled with strict confidentiality. Within approximately 30 to 45 days, the committee evaluates the complaint against the Whole Family Advisor® Guidelines and Practices and may maintain, suspend, or revoke the certification. The advisor is notified in writing of the committee’s decision.
Begin the Whole Family Advisor journey, or talk it through with our team first. Either way, we would be glad to welcome you.