Does Culture Really Eat Strategy? The Importance Of Family Business Continuity Planning
In this article, Richard Orlando discusses the vital role that both strategy and culture play in the success, or failure, of family businesses.
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Are You Prepared to Engage Your Female Clients?
This article discusses the role women are playing in changing the landscape of the financial industry and the increasing need for Advisors to respond …
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.
Letter of Wishes Samples
These sample Letter of Wishes are meant to be an example of how LeadingGen family members can provides guidance to trusted advisors, guardians, and/or…
Legacy Message Samples
These three sample Legacy Messages are meant to be an example of how LeadingGen family members can communicate the values and intentions of their esta…
Q1 2023 Quarterly Seminar: Sparking a First Generation+ Mindset in the RisingGen
In this Q1 2023 Quarterly Seminar, the Legacy Capitals team introduced Advisors to the concept First Generation+ Mindset, which describes a RisingGen…
4 Tips for Millennials Coming Into Family Wealth
This article, written by Dr. Richard Orlando, outlines 4 tips to help millennials prepare for the opportunity and responsibility of wealth.
First Gen+ Mindset: Assess Your Readiness to Empower Your RisingGen
This tool helps families with adult/young adult children assess their mindset so they can then develop a strategic plan to prepare and empower them to…
Considerations for Family Business Transition
Consider this checklist, and the prompting questions below, as a thought starter when it comes to planning for your business transition.
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 …