Family Meeting Invitation Scripts – Advisor to Family & Client to Family Find scripts that advisors and family members can utilize to invite family members to family meetings. Legacy Capitals September 22, 2022
Tips for Facilitating Virtual Meetings This video and accompanying article offer some key logistics tips to have an effective virtual family meeting. Legacy Capitals August 24, 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
Family Meeting 101 This video outlines the foundational elements necessary to create a successful family meeting. Legacy Capitals September 28, 2021
Effective Multi-Generational Meetings This three-part video series outlines how to best design and implement a successful family meeting. Legacy Capitals December 1, 2020
Pressures of Wealth on Marriage This video discusses how wealth can impact relationships. Legacy Capitals December 8, 2019
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 Perfect Family Meeting In this article, published by Private Wealth Magazine, Dr. Richard Orlando discusses how to develop the 'perfect' Family Meeting. Legacy Capitals July 1, 2012