Pivot Pow Wows
This article discusses how to effectively and efficiently facilitate family conversations related to pivoting strategy if needed.
Category: Family Communication & Decision-Making
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.
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.
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: 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
Family Genealogy and Your Family Legacy with Keira Murphy
In this podcast, hear from Keira Murphy, President of Jumpstart Genealogy as she discusses the many ways families have benefited from the research she…
When to Communicate About Family Wealth
This article guides families through conversations with each other on family wealth.
How to answer the question, “When should we begin talking with our children about our family’s wealth?”
This article provides support to advisors working with clients who ask "When should we begin talking with our children about our family’s wealth?"
Family Meeting 101
This video outlines the foundational elements necessary to create a successful family meeting.
TIG Talk – A Script for Your Next Family Conversation
This article outlines a scripted conversation designed to help parents and their adult children connect and communicate.
Guide Your Clients Through the Family Wealth Conversation
This article outlines discussion points when coaching your clients on talking about family wealth.