Plan a Legacy Today.
Create an Ideal Tomorrow.

“Richard Orlando has been a coach and mentor for our team for over a decade and he has been a major factor in our development and success. As the team leader of a high performance wealth management and private banking team, he has helped me personally and our team individually and collectively to build the tools and skills that have propelled our evolution to our present position as a leader in our firm and the industry. Most recently, he has worked with several clients to facilitate family meetings, legacy planning, family governance and value preservation across generations. His unique skills, understanding and experience make him a highly valued coach and counselor to our clients and our team.”

“You have been instrumental in guiding our family to a higher place. You are talented, thoughtful and full of good practices and ideas. You have made our family better.”

“As a small business owner, ideas are plentiful but resources are scarce. Richard has provided me the opportunity to hash out and refine ideas utilizing his broad exposure and narrowing it down for my application. Whether it is breaking down grand ideas and allocating time lines with appropriate resources or dismissing concepts which may be too complex to execute; talking through ideas rather than experimenting with valuable resources is a priceless asset. Richard has provided valuable objective advice from outside my industry. Competing for profits and market share can be very lonely, struggling to find trustworthy support. Competitors, investors and academics all pose different risks to my business. Executing well thought out plans has yielded return on investment and the practice of this process has enhanced his integration into these continuous iterations.”

“Our Next Gen Boot Camp for children of clients in their 20s and 30s really exceeded our expectations as far as the impact it had on the participating families and in our team’s understanding of family dynamics. We could tell that each of our participants benefited from the dialog that Rich led throughout the session, but we found that the real value came from the conversations that happened when they got home. Rich laid a great foundation for these young adults to take a first step towards being prepared to inherit wealth. Several participants have already expressed interest in having their families work with Rich one-on-one to continue that dialog.”