Help Your Clients Get Started with a Letter of Wishes or Legacy Message
This article provides resources that will help advisors support their family business clients.
Category: Build
Getting Started as a Whole Family Advisor: Red / Yellow / Green Light Framework
In this article, we provide a framework to help Advisors narrow and prioritize which client-families to begin serving with the WFA approach.
FISHS Sticky Note Activity Facilitator Guide
This activity offers an in-depth facilitation guide to help your client-family begin the conversation about how they can be intentional and strategic …
Love Your Clients: The Tale of the Whole Family Advisor®️ Ebook
This is an ebook version of Dr. Richard Orlando's book, Love Your Clients: The Tale of the Whole Family Advisor
Family Business…An Unusual Space of Dual Roles
Learn about the different roles a person in a family business must play and how to navigate between the roles.
Wide-Eyed, Unprepared, & Overwhelmed: A Perspective on the Mind of a Young Inheritor
In this audio podcast, produced by the Purposeful Planning Institute, Matthew Wesley interviews Kristen Heaney about her story of early inheritance af…
Family Meeting Invitation Scripts – Advisor to Family & Client to Family
Find scripts that advisors and family members can utilize to invite family members to family meetings.
Successful Family Meetings
In this three part audio series, John A. Warnick of the Purposeful Planning Institute interviews Richard Orlando on how to implement successful family…
The Super Special, Altogether Ordinary Day Ebook
This is an ebook version of Kristen Heaneys Children's Book, The Super Special, Altogether Ordinary Day
In Three Generations: A Story about Family, Wealth, and Beating the Odds Ebook
This is an ebook version of Kristen Heaney's book, In Three Generations: A Story about Family, Wealth, and Beating the Odds
Legacy: The Hidden Keys to Optimizing Your Family Wealth Decisions Ebook
This is an ebook version of Dr. Richard Orlando's book, Legacy: The Hidden Keys to Optimizing Your Family Wealth Decisions
Tips for Facilitating Virtual Meetings
This video and accompanying article offer some key logistics tips to have an effective virtual family meeting.