The Human Side of Wealth

Wealth is inherited. Readiness is built.

For more than two decades, our team of family advisors, coaches, and educators has guided financially successful, multi-generational families through what financial planning alone cannot reach: communication, trust, governance, and every generation made ready. And we prepare the advisors who serve families like yours to do the same.
For Your Family

You have built something worth keeping whole.

We help your family speak with candor, build trust across generations, govern well, and prepare the rising generation for what will one day be theirs. Begin where your family is ready, and everything you build carries forward.
For the Advisors Who Serve Them

The great wealth transfer will test every relationship you hold.

Become a Whole Family Advisor® and bring your Client-Families the human side of wealth. Serve the whole family rather than the account, deepen the trust you have earned, and keep families with you across generations.

Trusted by families and their advisors
Why This Work Matters

Fortunes are rarely lost on paper.

They are lost in the silence between generations: the conversation a parent kept meaning to have, the trust that was never quite built, the heir handed everything except readiness. When a legacy fades by the third generation, the documents were usually sound. What was missing lived outside them.

That is the work we do, and the only work we do. Our team walks with families, and with the advisors who serve them, through the foundations that decide whether what you have built endures, so that a hundred years from now, your family is still writing its story together.

Our Singular Mission

A more human approach to family wealth transfer.

The purpose behind our work, in our own words.
Our Solutions

For your family, and for the advisors who serve them.

Each of these opens onto the same work: a family prepared for the wealth and for each other.
I
For Families

Family Solutions

One framework, several ways to begin. Multigenerational family engagements, programs for the leading generation and the rising generation, and a dedicated focus for families in business together.
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II
For Families

The 100-Year Legacy Blueprint™

Our complete framework for a family built to last a hundred years and beyond. Governance, communication, preparation of every generation, and continuity, drawn together into one considered plan.
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III
For Every Family

Family Resources

A curated library of articles, conversations, and family activities to strengthen communication, prepare the rising generation, and carry your story forward. Free for your family to explore and to share.
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IV
For Advisors

The Whole Family Advisor® Program

Professional development for the advisors who serve financially successful families. Learn to serve the whole family, deepen client trust, and become certified as a Whole Family Advisor®.
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We are an independent boutique firm, and we work alongside your family office and trusted advisors, never in their place. We do not provide financial, legal, tax, estate, investment, or risk advice of any kind. Their plans prepare the assets for your family. Our work prepares your family for the assets, and for each other.

500+

Families ServeD
Financially successful, multi-generational families, guided with discretion.

$50M+

Clients’ Wealth Range
From fifty million to multi-billion, the families who trust us with the human side of their wealth.

1,000+

Advisors Trained
Wealth advisors and family offices we have prepared to serve the whole family.

20+

Years of Experience
Walking alongside families and the advisors who serve them.
Behind every engagement stands a team of family advisors, coaches, and educators who have spent more than twenty years serving financially successful families and the advisors beside them. The depth is real: advanced degrees, published books, and resources covering the full breadth of family wealth, from governance and communication to preparing the rising generation, philanthropy, and succession. And one thing no credential can teach: our team includes rising generation members of financially successful families. Every family’s path is its own. It simply helps to walk it with people who know the terrain firsthand.
In Their Words

What families and advisors tell us.

Thank you, Legacy Capitals. This is an unfamiliar journey for both of us. Coming from our backgrounds, who knew it would be this complicated when your financial means exceed your dreams? We wouldn’t be where we are today without your support and guidance.
The Smith FamilyA Client-Family
Richard Orlando has been a coach and mentor for our team for over a decade, and a major factor in our development and success. His unique skills, understanding, and experience make him a highly valued coach and counselor to our clients and our team.
BillBarron’s Top 100 Financial Advisor
I’ve learned to define success on my own terms, and that’s led to an enormous leap in confidence. I can now see where I might be able to contribute to my family office, and becoming more comfortable has helped me talk more confidently with my family’s advisors.
JeanneA Rising Generation Family Member
It has been an excellent experience partnering with Legacy Capitals to build a program for our network. What is most impressive is that Legacy focuses not just on the why and the what, but also the how. They give advisors the tools they need to execute well on intergenerational planning.
A Wealth Management Firm
Thank you for your guidance through the LeadingGen Program for Parents. It was just what we needed to organize our planning and our communication strategy with the rest of our family. We feel we have a well thought out, values-based plan thanks to your program.
Phil & BrittLeading Generation Family Members
We are growing fast and adding clients right and left. We have been implementing Whole Family Advisor concepts little by little with new and existing clients, with success. I think this will only continue to snowball for us.
JeffA Whole Family Advisor®
Our work with Richard Orlando and Legacy Capitals was highly constructive. The approach was structured enough to guide us through a range of concepts, and flexible enough to allow us to better articulate our own values. His stories of other families were especially helpful as we discerned how our desires stand in contrast with others.
Floyd & GabriellaLeading Generation Family Members
Begin

It all begins with a conversation.

Tell us about your family, or about the families you serve. We will listen first, and then recommend where to begin. Discreet, unhurried, and entirely at your pace.
Book a Consultation
Call 609-917-0161