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
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
The Vital Role of Why in Legacy Planning This podcast, produced by the Purposeful Planning Institute, discusses the role of defining the "why" in legacy planning. Legacy Capitals October 1, 2014
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