Multigenerational Conversation Guide
This activity offers a guide to help family members have conversations around investing perspective and mindsets.
Category: Pro Plus
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
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.
The Super Special, Altogether Ordinary Day Ebook
This is an ebook version of Kristen Heaneys Children's Book, The Super Special, Altogether Ordinary Day
In Three Generations: A Story about Family, Wealth, and Beating the Odds Ebook
This is an ebook version of Kristen Heaney's book, In Three Generations: A Story about Family, Wealth, and Beating the Odds
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
The Whole Family Advisor
In this white paper, Richard Orlando makes the case for the Whole Family Advisor approach and offers five steps to transitioning to approaching client…
FISHS Sticky Note Activity
This activity uses the FISHS Capital Areas to help families begin to communicate and plan across all areas of capital, including, but not limited to F…
Have a First Generation Mindset
Enjoy this conversational video from Legacy Capitals on the topic of the importance for each generation to maintain a first generation mindset.
Be Adaptive and Innovative
Enjoy this conversational video from Legacy Capitals on the topic of how to best grow into family assets and family expectations.
Be a Good Judge of Character
Enjoy this conversational video from Legacy Capitals on the topic of the importance of understanding family assets and engage with appropriate individ…
How I Ensure a Happy Life for my Family
Enjoy this conversational video from Legacy Capitals on the topic of how to ensure family wealth contribute to happiness.