pro post Archives

Q3 2024 Quarterly Seminar: Road to Readiness: Leveraging High Impact Practices for Transformative Learning in Families

At the seminar, Richard Orlando and Mitchell Spearman tackled the question of how to activate learning for the growth and development of RisingGen fam…

Legacy Capitals August 7, 2024

Guide to Utilizing the Resource Hub

Our Resource Hub is an ever-growing abundance of videos, podcasts, articles, tools, and more for our Advisor Members. With over 150 resources availabl…

Legacy Capitals May 21, 2024

Quarterly Advisor Seminars Archive

An archive of all Quarterly Advisor Seminars.

Legacy Capitals May 21, 2024

Q2 2024 Quarterly Seminar: Understanding How to Serve the Unique Needs of RisingGen Clients in Their 20’s

In this Q2 2024 Quarterly Seminar, Kristen Heaney from the Legacy Capitals team, had a conversation with two RisingGens who reflected candidly on the …

Legacy Capitals April 24, 2024

Sample Advisor Letter to RisingGen Clients

Use this sample letter, or parts of it as a way to initiate a conversation with your RisingGen client. It's not always easy to know how to connect in…

Legacy Capitals April 23, 2024

Advisor Guide: Building Connection with the RisingGen

This advisor guide can help get you started in developing relationships with your RisingGen clients. It's not always easy to know how to connect. Gain…

Legacy Capitals April 23, 2024

Legacy Profiles: A Family Member POV on Having a Career Outside The Family Business

In this video from our Legacy Profiles series, Richard Orlando and Christin M. discuss balancing personal and professional development while also supp…

Legacy Capitals April 15, 2024

Spending with Purpose: Aligning Your Wallet with Your Values

Share this article with your RisingGen clients who are embarking on their journey of financial adulthood and may need some additional guidance on proa…

Legacy Capitals April 11, 2024

True Wealth Project – Legacy and Intergenerational Wealth: Optimizing Your Family Wealth Decisions

In episode 29 of The True Wealth Project podcast, Sascha Janzen has an insightful conversation with Richard Orlando about the concepts of legacy and i…

Legacy Capitals April 10, 2024

Advisor Guide: Family Meeting Summary Reports

This advisor guide can help ensure you've captured all the most important themes, goals, and action steps from a family meeting. It will help you tran…

Legacy Capitals March 14, 2024

The Advisor’s Role in Navigating Prenuptial Conversations for Parents and Engaged Children

This article outlines some of the common fears, emotions, and family dynamics that surround prenups and provides strategies to advisors on how to navi…

Legacy Capitals February 13, 2024

Navigating Love and Legacy: Five things to do before discussing a prenuptial agreement with your engaged child

This article provides parents with practical tips for approaching conversations around family wealth and prenups with their engaged children.

Legacy Capitals February 13, 2024