Venturi Wealth Management is excited to announce our new relationship with Dr. Richard Orlando, founder and CEO of Legacy Capitals, LLC and author of LEGACY: The Hidden Keys to Optimizing Your Family Wealth Decisions, to enhance our client experience. Dr. Orlando has an extensive background as a financial advisor, consultant, and coach...
OppenheimerFunds, a leading global asset manager, has enhanced its offering to advisors serving the needs of high-net-worth (HNW) clients. The firm has engaged Legacy Capitals, a leading provider of advice and education to wealthy families and their advisors, to deliver hands on coaching and tools advisors can use to better serve HNW multi-generational families...
For over twenty-five years Richard Orlando, Ph.D. has worked with financially successful individuals and families. As the founder and CEO of Legacy Capitals, he is a trusted advisor, educator and coach to some of the world’s wealthiest families, including entrepreneurs, corporate executives, and professional athletes. Whether wealth is created or inherited, large or modest, families need a master plan to protect their legacy, and Richard Orlando is an expert at helping design them.