Shared Values Enjoy this conversational video from Legacy Capitals on the topic of how shared values can help navigate big decisions. Legacy Capitals August 24, 2022
Transferring Wealth – 5 Ways to Prepare the Next Generation for Success In this podcast, produced by Monument Wealth Management, Dr. Richard Orlando discusses how to best prepare the next generation for success. Legacy Capitals August 19, 2022
The Business of the Family This podcast, produced by the National Family Office Forum, discusses how families of wealth can operate like a successful company. Legacy Capitals August 12, 2022
Spiritual Capital, The New Currency In this podcast, produced by Giving Warriors, Dr. Richard Orlando talks about spiritual capital. Legacy Capitals August 10, 2022
How to Support your Family Business Clients This article provides resources that will help advisors support their family business clients. Legacy Capitals August 10, 2022
EI + IQ = The Whole Family Advisor This article outlines the importance for advisors to develop their emotional intelligence to best serve their clients. Legacy Capitals July 11, 2022
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?" Legacy Capitals July 1, 2022
Stop an Heir War This article, published by CAPTRUST, features Dr. Richard Orlando discussing estate planning. Legacy Capitals January 1, 2022
My Prediction about the Future Advisor In this article, Dr. Richard Orlando discusses his predications about the future advisor. Richard Orlando, PhD July 5, 2021
It’s Not Enough to Know – It’s Time to Take Action This article, by Dr. Richard Orlando, discusses how a family advisor can take action to build value-based relationships with their client’s spouse a… Legacy Capitals January 1, 2021
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. Legacy Capitals September 5, 2019
The Three Hats This video discusses the challenges associated with running and successful family business and maintaining meaningful family relationships. Legacy Capitals May 31, 2018