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… Legacy Capitals September 22, 2022
The Super Special, Altogether Ordinary Day Ebook This is an ebook version of Kristen Heaneys Children's Book, The Super Special, Altogether Ordinary Day Kristen September 19, 2022
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 Kristen September 19, 2022
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 Legacy Capitals September 16, 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
The Business of the Family This podcast, produced by the National Family Office Forum, discusses how families of wealth can operate like a successful company. Legacy Capitals August 12, 2022
Inspire Honest Conversation with Your Clients and Advance Your Own Development Using the Book, In Three Generations The Purposeful Planning Institute's, John A Warnick, interviews of Kristen Heaney regarding her book, In Three Generations. Legacy Capitals August 11, 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
Stop an Heir War This article, published by CAPTRUST, features Dr. Richard Orlando discussing estate planning. Legacy Capitals January 1, 2022
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