Overview Brochure of Legacy Capitals

Advisor Training Needs Self-Assessment

It is Not Enough to Know…It’s Time to Take Action: The Whole Family Advisor
By Richard Orlando, 2021

4 Tips for Millennials Coming Into Family Wealth
Family Business Magazine, 2020

Will Your Clients’ Kids Freeze You Out?
FA Magazine, 2019

Approach to Authentic Connection with the Next Gen
by Richard Orlando, Kristen Heaney, 2018

Wealth Transfer Report
RBC Wealth Management, 2017

EI + IQ = The Whole Family Advisor
by Richard Orlando, Valerie Charles, 2017

How Whole Family Advisors Create Successful Family Meetings
by Richard Orlando, Ned Dane, 2017

Engaging Families in Philanthropy 3.0
by Kristen Heaney, Beth Landin, Dr. Richard Orlando, 2017

The Whole Family Advisor
by Richard Orlando, 2017

When to Communicate About Family Wealth
by Richard Orlando, 2017

Proving Worth: The Values of Affluent Millennials in North America
OppenheimerFunds, 2015

The Five Derailers of Effective Succession
by John A. Davis, Harvard Business School, 2015

How Family Wealth Management Teams Can Target Family Businesses
by Richard Orlando, Think Advisor, 2015

Sharing an Asset Requires Intention and Skill Building
by Richard Orlando, Family Business Magazine, 2015

Preparing for the Assets
by Richard Orlando, Trusts & Estates, 2014

The Next (Rising) Generation: Part I – Transcript
Jay Hughes Jr, Richard Orlando, Legacy Capitals, 2014

The Next (Rising) Generation: Part II – Transcript
Jay Hughes Jr, Richard Orlando, Legacy Capitals, 2014

The Meaning of Wealth in the 21st Century
by Sarah Cormack, Withersworldwide, 2014

The Family Office Dynamic
Credit Suisse Securities (USA) LLC, 2014

Wealth and Values Survey
PNC Wealth Management, 2013

Next Gen Donors – Donor Report
Next Gen Donors, Johnson Center for Philanthropy and 21/64, 2013

Purposeful Travel, Expanded Version
by John Morris, Richard Orlando, Hannah Shaw Grove, Legacy Capitals, 2012

The “Perfect” Family Meeting
by Richard Orlando, Private Wealth Magazine, 2012

Beyond Referrals
by Hannah Shaw Grove, David Friedman, Private Wealth Magazine, 2011

Religion Among the Millennials
Pew Research Center, 2010

The Five Attributes of Enduring Family Business
by Christian Caspar, Ana Karina Fias, Heinz-Peter Elstrodt, McKinsey Quarterly, 2010

The Multifamily Office Solution
Rothstein Kass, 2009

The Allianz American Legacies Study
Allianz Life Insurance Company, 2005