The Art of Legacy Planning: The Whole Family Advisor’s Role in Helping their Clients Build a Legacy Vision This article describes the Whole Family Advisor's role in helping their clients build a legacy vision. Legacy Capitals September 19, 2022
The Whole Family Advisor In this white paper, Richard Orlando makes the case for the Whole Family Advisor approach and offers five steps to transitioning to approaching client… Legacy Capitals September 13, 2022
Tips for Facilitating Virtual Meetings This video and accompanying article offer some key logistics tips to have an effective virtual family meeting. Legacy Capitals August 24, 2022
How to Support your Family Business Clients This article provides resources that will help advisors support their family business clients. Legacy Capitals August 10, 2022
EI + IQ = The Whole Family Advisor This article outlines the importance for advisors to develop their emotional intelligence to best serve their clients. Legacy Capitals July 11, 2022
How to answer the question, “When should we begin talking with our children about our family’s wealth?” This article provides support to advisors working with clients who ask "When should we begin talking with our children about our family’s wealth?" Legacy Capitals July 1, 2022
Planning for Family Philanthropy This article outlines how advisors can support families who are ready to include their adult children in family philanthropy. Legacy Capitals May 12, 2022
My Prediction about the Future Advisor In this article, Dr. Richard Orlando discusses his predications about the future advisor. Richard Orlando, PhD July 5, 2021
It’s Not Enough to Know – It’s Time to Take Action 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… Legacy Capitals January 1, 2021
Family Legacy Roles: Engagement in the Family Enterprise This article outlines how advisors can help prepare the family for their assets by understanding the role they play in the family legacy. Legacy Capitals August 4, 2020
Guide Your Clients Through the Family Wealth Conversation This article outlines discussion points when coaching your clients on talking about family wealth. Legacy Capitals March 9, 2019
Multigenerational Family Meetings: Going the Extra Mile This article outlines the importance of properly designing and executing family meetings. Legacy Capitals February 9, 2019