The Art of Legacy Planning: The Whole Family Advisor’s Role in Helping their Clients Build a Legacy Vision This article describes the Whole Family Advisor's role in helping their clients build a legacy vision. Legacy Capitals September 19, 2022
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. Legacy Capitals August 26, 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
Legacy Planning Podcast This two part audio series answers the question "What is Legacy Planning?" and outlines the importance of role of spiritual capital. Legacy Capitals August 12, 2022
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