$27.99
$19.99
Advisor Courses
Family Programs
Advisor Memberships
BASIC
Always Free
Best for an emerging Whole Family Advisor® looking to enhance their foundational skills with industry leading knowledge & resources.
PRO
$199 / month
$2,189 / year
Best for Advisors looking to further develop the core strategies & skills required to effectively serve the qualitative multigenerational planning needs of their client-families.
PRO PLUS
$499 / month
$5,489 / year
Best for Advisors who want full access, including the option to add a logo to sharable resources and on-demand consultation with the Legacy Capitals Team.
PRO PLUS
Up to 5
$5,760 / 6 months
$10,560 / year
Best for firms or teams who want all the benefits of Individual Pro Plus membership bundled with full access to virtual training courses, discounted at a group rate.
PRO PLUS
Up to 15
$10,800 / 6 months
$19,800 / year
Best for firms or teams who want all the benefits of Individual Pro Plus membership bundled with full access to virtual training courses, discounted at a group rate.
PARTNERSHIP
Customized Pricing
Best for firms or teams seeking a custom, solution-oriented package that combines membership resources and training with direct client service and/or curated content.
