Family Wealth Coaching

By: Legacy Capitals, LLC  06/12/2014
Keywords: 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.

Keywords: Family Governance, Generation Investment Management, Investment Counseling, Private Wealth Management

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 Meetings

Our multi-generational Family Meetings are 1-2 days in length and addresses topics such as: Best Practices, Family Values, Goal Setting,