pro post Archives

Legacy Profiles: A Family Member POV on Resources to Help Get Started and Using AI as a Tool

In this video from our Legacy Profiles series, Richard Orlando and Michele D. discuss the various ways people can find resources and how to use AI to …

Legacy Capitals March 10, 2026

The Family Philanthropy Play: Your Guide to Starting a Family Giving Plan

This article reimagines family philanthropy as a collaborative play, guiding families through each “act” of creating a shared giving plan. It offe…

Legacy Capitals December 16, 2025

Q4 2025 Quarterly Seminar: Beyond the Balance Sheet: Opportunities Advisors Can’t Afford to Miss

At this seminar, Dr. Richard Orlando had a conversation with Christin, a third-generation member of a successful family business and now part of the L…

Legacy Capitals November 5, 2025

The Power of Coming Together: Your Guide to Hosting a Successful Multigenerational Family Meeting

This article helps families discover how thoughtful family meetings can strengthen connection, communication, and purpose across generations. It offer…

Legacy Capitals October 27, 2025

What Does “Prepared” Mean to Your Family?

This article invites families to consider what being “prepared” truly means for their RisingGen. It offers a thoughtful framework for aligning val…

Legacy Capitals October 13, 2025

Q3 2025 Quarterly Seminar: Inside the Family Circle: Building Influence with the RisingGen

At this seminar, Richard Orlando explored unique ways to be more intentional in building relationships and bringing value to your RisingGen clients. H…

Legacy Capitals August 20, 2025

Rising Generation Engagement Questionnaire

This questionnaire is designed to help you better understand and support your RisingGen clients by gaining insight into their unique interests, goals,…

Legacy Capitals July 25, 2025

Building Relationships with the RisingGen Through Life Transitions

This article discusses different ways advisors can connect with RisingGen family members during pivotal moments in their lives such as graduation, mar…

Legacy Capitals July 8, 2025

Q2 2025 Quarterly Seminar: Mastering the Art of Advising Family Business Clients

At this seminar, Richard Orlando explored the unique challenges and opportunities of working with family business clients. He covered key discovery qu…

Legacy Capitals May 7, 2025

Family Business, Family CEO?

In this video, Richard Orlando explores whether family members should serve as CEOs of family businesses. He responds to insights from a recent articl…

Legacy Capitals February 21, 2025

Q1 2025 Quarterly Seminar: What Keeps Your Clients Up at Night?

At this seminar, Richard Orlando discussed 3 key questions that often weigh on clients’ minds: How and when should I talk to my children about our w…

Legacy Capitals February 19, 2025

Legacy Profiles: A Family Member POV on The Steps LeadingGen Can Take To Get Started

In this video from our Legacy Profiles series, Richard Orlando and Michele D. discuss how powerful having a simple conversation with their RisingGen i…

Legacy Capitals February 10, 2025