Retain Assets Across Generations.
Strengthen Client Loyalty.

A self-paced online training for financial advisors who want to deepen relationships with the entire client family — and earn CE credits while doing it.

✔️ 8 CIMA®️, 8 CPWA®️, 8 CIMC®️, 8 RMA™, 10 CFP®️
✔️ Strategies and tools to engage HNW/UHNW families across generations.
✔️ Trusted by top advisors and firms.

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Most Advisors Lose Assets During Wealth Transfer. Don’t Be One of Them.

70–90% of heirs switch advisors after inheriting wealth. Why? Because most advisors focus on the primary wealth holder — and ignore the rest of the family.

This course teaches you how to:

→ Facilitate legacy conversations

→ Build multigenerational trust

→ Protect your business during generational transitions

What You’ll Learn

  1. Proven frameworks for engaging entire families.

  2. Tools for hosting values-based conversations.

  3. Strategies to deepen family trust and collaboration.

  4. Guidance on navigating complex family dynamics.

  5. Client-facing exercises to use immediately.

100% Online. Self-Paced. CE-Accredited.

  • 10 CFP® CE credits
  • 8 CE credits for CIMA®, CPWA®, CIMC®, RMA™
  • Lifetime access
  • Group discounts available
  • Whole Family Advisor Associate Certification
  • Ongoing training and resources with our Advisor membership.

 

Hear From Advisors Like You​

"I am happy to report that we are growing fast and adding clients right and left. We have been implementing WFA concepts little by little with new and existing clients with success. I think this will only continue to snowball for us."
Jeff Whole Family Advisor
"It has been an excellent experience partnering with Legacy Capitals to build a program for our Network. Legacy is one of the few firms that are helping advisors deal with the large demographic shifts happening in our industry right now. What is most impressive is that Legacy focuses not just on the “Why?” and the “What?” but also the “How?”. They give the advisors the tools they need to execute well on intergenerational planning."
Wealth Management Firm

Still Thinking About It?

If you’ve ever worried about losing clients during generational wealth transfer, this course was built for you.

Give yourself the tools to deepen trust, grow your business, and serve families more fully.

Start the Training