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- Commonwealth Financial Network® Launches Advisor Education Program with Legacy Capitals
Commonwealth Financial Network® Launches Advisor Education Program with Legacy Capitals
Slice of Finance Team
18 Sep
Key Highlights:
Commonwealth partners with Legacy Capitals to provide financial advisors with advanced training in intergenerational wealth transfer.
Program pilot involves 25 advisors participating in live classes and sharing legacy planning experiences.
Advisors completing the program receive complimentary membership to Legacy Capitals' Academy for ongoing education.
Source: Business Wire
Notable Quotes:
“We believe Legacy Capitals’ Whole Family Advisor® program is uniquely positioned to help our affiliated advisors meet nuanced needs as they deepen their intergenerational planning services to high- and ultra-high-net-worth clients.”
“Advisors must be prepared to help families preserve their legacies, avoid pitfalls, and intentionally plan to have their values and valuables flourish across generations.”
Our Take:
The launch of this advisor education program between Commonwealth Financial Network and Legacy Capitals marks a critical advancement in how financial advisors support high-net-worth families. With an estimated trillions in wealth transferring over the next few decades, equipping advisors with the tools and knowledge to navigate complex family dynamics and wealth preservation is essential. This collaboration underscores the importance of holistic, multi-generational planning and positions Commonwealth advisors at the forefront of serving HNW clients with specialized expertise.