Legacy Planning

My Prediction about the Future Advisor

My Prediction about the Future Advisor

During the late 80s, I worked on Wall Street for Drexel Burnham Lambert.  I remember the investor intermediaries were then called “Stock Brokers” or “Brokers.” The Broker’s value proposition was access to information and the execution of trades.  I remember the Brokers walking over to a wall that had a see-through tubing system that ran

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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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