Family Philanthropy Roles: A Step Toward Strategic Giving This article discusses how advisors can help facilitate a conversation around understanding required roles in family philanthropy. Legacy Capitals August 18, 2018
Approach to Authentic Connection with the Next Gen This article discusses the importance of becoming a Whole Family Advisor and how to connect with the next generation. Legacy Capitals August 1, 2018
How Family Wealth Management Teams Can Target Family Businesses In this article, published by ThinkAdvisor, Dr. Richard Orlando addresses how wealth management teams that include two or more family members have a u… Legacy Capitals April 3, 2015
Preparing for the Assets: Help Client-Families Understand Their Why? In this article, published by Trusts & Estates, Dr. Richard Orlando discusses preparing the family for their assets. Legacy Capitals August 1, 2014
The Perfect Family Meeting In this article, published by Private Wealth Magazine, Dr. Richard Orlando discusses how to develop the 'perfect' Family Meeting. Legacy Capitals July 1, 2012