Does Culture Really Eat Strategy? The Importance Of Family Business Continuity Planning
In this article, Richard Orlando discusses the vital role that both strategy and culture play in the success, or failure, of family businesses.
Tag: pro post
Are You Prepared to Engage Your Female Clients?
This article discusses the role women are playing in changing the landscape of the financial industry and the increasing need for Advisors to respond …
Letter of Wishes Samples
These sample Letter of Wishes are meant to be an example of how LeadingGen family members can provides guidance to trusted advisors, guardians, and/or…
Legacy Message Samples
These three sample Legacy Messages are meant to be an example of how LeadingGen family members can communicate the values and intentions of their esta…
Q1 2023 Quarterly Seminar: Sparking a First Generation+ Mindset in the RisingGen
In this Q1 2023 Quarterly Seminar, the Legacy Capitals team introduced Advisors to the concept First Generation+ Mindset, which describes a RisingGen…
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.
First Generation+ Mindset
This video explains how a Rising Generation family member can build a First Generation+ Mindset - living empowered and engaged as stewards of their fa…
First Gen+ Mindset: Assess Your Readiness to Empower Your RisingGen
This tool helps families with adult/young adult children assess their mindset so they can then develop a strategic plan to prepare and empower them to…
Considerations for Family Business Transition
Consider this checklist, and the prompting questions below, as a thought starter when it comes to planning for your business transition.
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.
Getting Started as a Whole Family Advisor: Red / Yellow / Green Light Framework
In this article, we provide a framework to help Advisors narrow and prioritize which client-families to begin serving with the WFA approach.