August 11th, 2016
Dr. Richard Orlando, founder and CEO of Legacy Capitals LLC, has decades of experience working directly with Advisors and financially successful families. Author of LEGACY: The Hidden Keys to Optimizing Your Family Wealth Decisions, Richard serves as a trusted advisor, consultant, and coach to high net worth and ultra high net worth individuals and families—some of which lead very successful family businesses.
In addition, Richard has worked with Barron’s Top 100 Financial Advisors, as well as leaders and high performing teams nationally and internationally. He has coached, consulted, and trained thousands of wealth advisors and teams across the globe from a variety of institutions, including wirehouses, RIAs, and family offices.
Richard has been referenced in key industry publications (e.g., NYTimes, Bloomberg Business, WSJ online) and presented to key industry organizations (e.g., Barron’s, Family Office Exchange, Family Business Alliance, NJ Financial Planners Association, afhe).
Richard has an interdisciplinary background, and he holds degrees in computer science, business, and family psychology. After earning a BS in Computer Science and Business from St. John’s University, he pursued a career on Wall Street and earned his Series 7 and 63 licenses. Returning to school, he received an MA in Counseling/Theology from Trinity International University. Continuing his education, he earned a PhD in Family Systems from Seton Hall University. His dissertation research focused on wealth management family teams. Richard also earned a certificate in family wealth advising from the Family Firm Institute and holds a certified professional coach designation from an International Coach Federation accredited program.
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