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A distinguishing feature at Legacy Capitals is our nationwide, collaborative network of professionals representing various disciplines. Depending on the needs of each engagement, we may partner with one or more of our affiliates, allowing us to customize our services to best accommodate each client.
Our Vision
We empower families to fully leverage their financial, intellectual, social, human and spiritual capitals in order to live their legacies with meaning and purpose.
Our Mission
We educate and enable financially successful families and their trusted advisors to thrive and prosper across generations.
IMPORTANT NOTE: Legacy Capitals does not provide insurance, accounting, legal, cash management, investment, estate planning or other financially related licensed services.
Founder & Legacy Consultant
Coach, Operations Manager & Client Experience
Manager of Marketing & Client Experience
Manager of Academy Platform
Back Office Manager
Team Mascot
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.
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