Advising UHNW Clients Archives - Legacy Capitals Academy

How to Support your Family Business Clients

This article provides resources that will help advisors support their family business clients.

Learn about the different roles a person in a family business must play and how to navigate between the roles.

This article outlines the importance for advisors to develop their emotional intelligence to best serve their clients.

This article provides support to advisors working with clients who ask "When should we begin talking with our children about our family’s wealth?"

This article details the FISHS framework, an outline of the five capitals that we all posses.

This article outlines how advisors can support families who are ready to include their adult children in family philanthropy.

Find scripts that advisors and family members can utilize to invite family members to family meetings.

In this article, Dr. Richard Orlando discusses his predications about the future advisor.

This article, by Dr. Richard Orlando, discusses how a family advisor can take action to build value-based relationships with their client’s spouse a…

This article outlines how advisors can help prepare the family for their assets by understanding the role they play in the family legacy.

This article outlines discussion points when coaching your clients on talking about family wealth.

This article outlines the importance of properly designing and executing family meetings.