My Prediction about the Future Advisor In this article, Dr. Richard Orlando discusses his predications about the future advisor. Legacy Capitals September 22, 2022
Reflections of a NextGen’er This reflection was written by Kristen Heaney, a second generation family member who stepped into family leadership roles at a young age after her fat… Legacy Capitals September 22, 2022
Super Special Family Tree Project This print-and-play supplemental activity invites you to make a family tree with a young person after reading Kristen Heaney's children's book. Kristen September 22, 2022
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 Legacy Capitals September 22, 2022
Pivot Pow Wows This article discusses how to effectively and efficiently facilitate family conversations related to pivoting strategy if needed. Legacy Capitals September 22, 2022
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. Legacy Capitals September 22, 2022
After the Last Corporate Paycheck – Preparing Your Family for Your Assets This article outlines action steps to take after retirement to help in creating a living legacy. Legacy Capitals September 22, 2022
10 Next Steps for Families Ready to Engage in Philanthropy This resource details actions and considerations for families who are interested in engaging in philanthropy. Legacy Capitals September 22, 2022
Sharing an Asset Requires Intention and Skill Building This article, authored by Dr. Richard Orlando and published by Family Business Magazine, discusses the skills necessary to share an asset. Legacy Capitals September 22, 2022
The FISHS Framework: Moving Beyond the Financial Capital This article details the FISHS framework, an outline of the five capitals that we all posses. Legacy Capitals September 22, 2022
Will Your Clients’ Kids Freeze You Out? In this article, published by Financial Advisor, Tracey Longo discusses the importance for advisors to engage with clients' spouses and heirs. Legacy Capitals September 22, 2022
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. Legacy Capitals September 22, 2022