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.
Tag: basic engage
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.
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…
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.
Pivot Pow Wows
This article discusses how to effectively and efficiently facilitate family conversations related to pivoting strategy if needed.
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.
How to Respond – Are We Rich?
This video outlines how to respond when a child has questions about wealth.
Super Special Nature Hunt
This print-and-play supplemental activity invites you to enjoy a nature walk scavenger hunt with a young person after reading Kristen Heaney's childre…
Words with Ms. Whitney
This print-and-play supplemental activity is all about alliteration and is designed to be completed with a young person after reading Kristen Heaney's…
How to Talk About Wealth with the Next Generation
In this podcast, Dr. Richard Orlando is interviewed by Karen Coyne about how to best prepare the rising generation.
The Why Behind Preparing the RisingGen
Enjoy this conversational video from Legacy Capitals on the importance of preparing the next generation for wealth in order to maintain that wealth fo…