Family Wealth Coaching
Legacy Capitals, LLC
Private Wealth Management, Investment Counseling, Family Governance
I. Parent Coaching: Our coaches assist parents with Multi-Generational Planning (Values, Family Goals, Vision of Wealth, Higher Purpose (the "Why"), Legacy, Transferring and Gifting Wealth to Whom and How Much), creating a Letter of Wishes, Ethical Will, and/or Family Constitution. Then we help the parents effectively communicate their hopes, goals, and expectations with their children, and ensure the estate plan aligns with their values, goals, and intentions.
II. Individual Family Member Coaching: Our coaches assist individual family members in areas such as: Passions, Core Values, Goals, Higher Purpose (the "Why"), Working Through Challenges, Inner Experiences of Wealth, Building Upon Talents, Gifts & Strengths, Developing More Intentional Living, and Maximizing Potential & Performance.
, Generation Investment Management
, Investment Counseling
, Private Wealth Management