Legacy Capitals is a leading provider of training, coaching, and consulting services on topics such as wealth & values transfer, preparing the rising generation, family governance, legacy planning, and family philanthropy to financially successful families & family businesses, wealth advisors, family offices, and financial institutions.

FOR FAMILIES
Legacy Capitals empowers ultra-high-net-worth families to navigate the complexities of wealth with purpose, clarity, and unity. Through personalized coaching, education, and consulting, we guide families in aligning their financial assets with core values, fostering effective communication, and preparing the next generation for responsible stewardship. Our services encompass legacy planning, multigenerational engagement, governance, family education, family business consulting, and philanthropic strategy, all tailored to the unique dynamics of successful families. With over two decades of experience and a commitment to a human-centered approach, Legacy Capitals has served more than 350 families, helping us build enduring legacies that transcend wealth.

FOR ADVISORS
Legacy Capitals equips financial advisors with the tools and training to become indispensable partners to ultra-high-net-worth families, especially during the unprecedented $124 trillion wealth transfer underway. Through our Whole Family Advisor® (WFA) Program, advisors learn to engage entire families—across generations—by facilitating meaningful conversations about legacy, values, governance, and stewardship. Our offerings include CE-accredited, self-paced and live courses, live workshops, membership, and the Whole Family Advisor® Associate (WFAA) certification, all designed to help advisors retain clients, attract new families, and differentiate themselves in a competitive marketplace. The Legacy Capitals Academy provides ongoing support, resources, and customizable tools to deepen client relationships and expand multigenerational services.

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Legacy Capitals

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