Overview Brochure of Legacy Capitals
Advisor Training Needs Self-Assessment
Stop an Heir War
by Jeanne Lee, CAPTRUST, 2022
3 Essential, Non-Technical Planning Considerations for Big Financial Gifts
By Kristen Heaney, 2021
Struggling Vines Product the Best Wine: A Metaphor for Good Parenting
By Richard Orlando, 2021
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