Legacy Planning

Chocolate Ice Cream & Family Meetings

Chocolate Ice Cream & Family Meetings

In the recent past I had the opportunity to attend multi-generational family meetings with financially successful families. Prior to ever attending a family meeting, I had discussed with the Legacy Capitals team what happens at the meetings; however, experiencing it for myself was eye-opening. To draw a parallel, it was like listening to someone talk

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Can Money (Alone) Buy You A Legacy?

Can Money (Alone) Buy You A Legacy?

Can Wealth Buy You Happiness? Or ensure that values pass to the next generation? According to Legacy Capitals, the answer is not necessarily. Wealth, though a unique privilege and a blessing for many, is only the beginning. Legacy CEO Richard Orlando’s mantra “Money serving families not people serving money.” It is the larger family questions and answers

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How Big Are God’s Hands?

I was driving with my son to go see a local NBA team play the Cleveland Cavaliers, as part of his birthday celebration. As we were approaching the city (of the NBA stadium) my son, who was sitting in the back seat, began to spontaneously call out the following: “Dad, look how big those buildings

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Help Your Children Fail!

Help Your Children Fail!

“If your organization can adopt the concept of intelligent failure, it will become more agile, better at risk taking, and more adept at organizational learning”         (Rita McGrath, Failing by design. HBR (2011):89.4, 76-83) Because of fear of failure and lack of know-how, many parents create the outcomes in their children that they

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