Family Meetings

By: Legacy Capitals, LLC  06/12/2014
Keywords: Wealth Management Services, wealth advisors, Private Wealth Management

Our multi-generational Family Meetings are 1-2 days in length and addresses topics such as: Best Practices, Family Values, Goal Setting, Higher Purpose (the "Why"), Family Governance, Spouses Roles, the Capitals Life Wheel™, Giving Back, the Family Business, Lasting Happiness, Communication, Wealth Psychology, Wealth Scripts, Family Heritage, Social Media, and Financial Education.

Keywords: Family Wealth Management, Private Wealth Management, wealth advisors, Wealth Management Services

Other products and services from Legacy Capitals, LLC

Legacy book from Legacy Capitals, LLC thumbnail

Legacy book

With its five-step, non-technical process for transferring your wealth, ten principles and practices for readying your child for inheritance (or raising a child’s Life IQ), and fifteen foundational relationship skills key to navigating successful family businesses, LEGACY details how to increase the success of every generation so each can authentically live their intended legacies.


Family Wealth Conferences

We help Trusted Advisors develop and deliver half to one-day conferences crafted specifically to their high and ultra-high networth clients and prospects.


One-On-One Coaching & Training

We work behind the scene with Trusted Advisors who serve families of wealth, whether as a sole-practitioner, part of a large group practice, or as a principle in a family office.


Family Wealth Coaching

We help parents effectively communicate their hopes, goals, and expectations with their children, and ensure the estate plan aligns with their values, goals, and intentions.