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Legacy: The Hidden Keys to Optimizing Your Family Wealth Decisions
Your legacy is how you live … not just what you leave.
Family wealth is often emotionally charged, whether you have a small nest egg or financial abundance. Wealth creates unique opportunities and challenges. The greatest challenge is the least the place where money, values, and family intersect. As the level of our wealth increases, our decisions become more complex and sophisticated.
In LEGACY, Dr. Richard Orlando explores the five most important family wealth decisions that directly impact our families and our legacies. Orlando offers wisdom, stories, and step-by-step advice for optimizing these decisions by aligning them with our values, purpose, and faith, in essence, our spiritual capital. These questions
•How do I ensure a happy and fulfilled life for myself and my family?
•How do I transfer my wealth to my children and others I care about?
•How do I prepare the next generation in my family for the opportunities and responsibilities of wealth?
•How do I best give and share my resources with others?
•How do I ensure that my family business (whatever it may be) flourishes?
If you have asked yourself one or more of these questions or if you are a professional advisor who has tried to help your clients answer these questions, this book is a must-read!
Richard J. Orlando, Ph.D., founder and CEO of Legacy Capitals LLC, serves as a trusted advisor, coach, and educator to affluent individuals and families. He also consults, coaches, and trains the different types of professional advisors who work with affluent individuals and families.
Family wealth is often emotionally charged, whether you have a small nest egg or financial abundance. Wealth creates unique opportunities and challenges. The greatest challenge is the least the place where money, values, and family intersect. As the level of our wealth increases, our decisions become more complex and sophisticated.
In LEGACY, Dr. Richard Orlando explores the five most important family wealth decisions that directly impact our families and our legacies. Orlando offers wisdom, stories, and step-by-step advice for optimizing these decisions by aligning them with our values, purpose, and faith, in essence, our spiritual capital. These questions
•How do I ensure a happy and fulfilled life for myself and my family?
•How do I transfer my wealth to my children and others I care about?
•How do I prepare the next generation in my family for the opportunities and responsibilities of wealth?
•How do I best give and share my resources with others?
•How do I ensure that my family business (whatever it may be) flourishes?
If you have asked yourself one or more of these questions or if you are a professional advisor who has tried to help your clients answer these questions, this book is a must-read!
Richard J. Orlando, Ph.D., founder and CEO of Legacy Capitals LLC, serves as a trusted advisor, coach, and educator to affluent individuals and families. He also consults, coaches, and trains the different types of professional advisors who work with affluent individuals and families.
187 pages, Kindle Edition
First published December 7, 2013
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January 28, 2021
Thankfully, the concepts in this book were not necessarily new to me, but it did have some helpful questions and interesting thoughts to consider as you consider how to share family wealth. I especially loved the discussion on preparing children to receive an inheritance and how to do it.
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