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.
Category: Engage
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…
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 Generation+ Mindset
This video explains how a Rising Generation family member can build a First Generation+ Mindset - living empowered and engaged as stewards of their fa…
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.
TIG Talk – A Script for Your Next Family Conversation
This video describes a scripted conversation designed to help parents and their adult children connect and communicate.
Multigenerational Conversation Guide
This activity offers a guide to help family members have conversations around investing perspective and mindsets.
Thanksgiving – A Great Time to Integrate the Rising Generation into your Philanthropy
This article discusses opportunities to engage with the RisingGen during the holiday season on topics surrounding philanthropy.
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…
The Bottom Line
In this video, Dr. Richard Orlando recounts a family meeting he was a part of and outlines what he shared with the family as being the most important …