Family Wealth Conferences

By: Legacy Capitals, LLC  06/12/2014
Keywords: Investment Advisors, Investment Advisory Firm, Private Wealth Management

We help Trusted Advisors develop and deliver half to one-day conferences crafted specifically to their high and ultra-high networth clients and prospects. These conferences include presenters addressing such topics as: Investing, Giving, Estate Planning, Tax, Risk Management, Family Office Services, Multi-Generational Planning, Health, and Safety.

Keywords: Family Wealth Management, Investment Advisors, Investment Advisory Firm, investment presentation, 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.


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.


Family Meetings

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