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.
Company Details
- Employees
- 8
- Founded
- -
- Address
- 325 West Bridge Street #455, New Hope,pa 18938,united States
- Phone
- +1-609-917-0161
- Industry
- Professional Training And Coaching
- NAICS
-
Business Schools and Computer and Management TrainingComputer TrainingProfessional and Management Development Training
- Website
- http://www.legacycapitals.com
- Keywords
- Family Wealth Coaching, Family Business Consulting, Family Meetings, NextGen Preparation, Advisor NextGenr Workshops, Family Wealth Conferences, Individual Coaching & Train, Family Team Consulting, Client Events.
- HQ
- New Hope, PA
Legacy Capitals Questions
Legacy Capitals's helpline number is +1-609-917-0161
Legacy Capitals's website is http://www.legacycapitals.com
Legacy Capitals's LinkedIn profile is https://www.linkedin.com/company/legacy-capitals-llc
Legacy Capitals has
8 employees.
View email and phone details for 8
employees at Legacy Capitals.
Legacy Capitals's industry is
Professional Training and Coaching
Legacy Capitals's top competitors are
Dhr Global,
Creaghan Mcconnell Gould Ltd,
Veroskills,
Cresset,
The Uhnw Institute,
Kokoro Exhibits,
21/64,
Pal Insurance,
In Three Generations, Llc,
Purposeful Planning Institute.
Legacy Capitals's categories are Professional Training and Coaching
Legacy Capitals's founding year is 2012
