Legacy Capitals LLC is a leading provider of inheritance and wealth transfer training, coaching, and consulting services for high net worth families, family businesses, wealth advisors, and family offices. With over 35 years of combined experience, their team of family leadership coaches, consultants, and educators offers a more human approach to family wealth transfer, helping families align their values with their estate plans, navigate multigenerational concerns, make parenting decisions, and plan for the future of their family businesses.
They also provide specialized programs for rising generations, assist in setting up family giving plans, and offer valuable resources and professional development opportunities for financial advisors looking to expand the value they bring to their client families. Trusted by both families and advisors, Legacy Capitals is dedicated to helping financially successful families and their trusted advisors navigate the complexities of managing wealth beyond the money itself.
Generated from the website