Our Resource Hub is an ever-growing abundance of videos, podcasts, articles, tools, and more
for our Advisor Members. With over 150 resources available, we hope that this guide will inspire
you to explore the resources most helpful to you and your client-families.
In this video from our Legacy Profiles series, Richard Orlando and Jim A. discuss the difference between ownership and stewardship and how this shift in thinking profoundly influenced Jim’s life journey, his parenting style, and his philosophy on spending, saving, and giving wealth.
This article invites families to consider what being “prepared” truly means for their RisingGen. It offers a thoughtful framework for aligning values, goals, and capabilities to help the RisingGen grow with confidence and purpose.
This article examines how families in business can navigate the complex question of “fair vs. equal” when it comes to ownership, inheritance, and governance. Readers will gain practical best practices for creating clear, balanced structures that reduce conflict and support long-term family and business success.
